We augment your fund with powerful digital tools.

Set-up

We tailor the configuration of no-code software solutions from vendors like HubSpot, Microsoft, and Notion to meet the specific requirements of a Private Equity fund.

Implementation

Together with your new digital champions, we proceed to implement the selected tools across your Private Equity fund to automatize annoying work and turn data into wisdom.

Training

We train your employees and empower them to become digital champions capable of further enhancing the implemented tools after our engagement is complete.

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Certified functionalities and data security

We rely on established no-code tools like Microsoft and HubSpot, ensuring top-notch software quality, swift implementation, and efficient long-term management, all while minimizing monthly costs.

How?

Services tailored to your needs

Move your relationships to Hubspot.

With Hubspot's customer relationship management (CRM) software

Features

  • Advanced CRM system
  • Deal origination
  • Pipeline management
  • Document templates
  • Talent management
Get a free demo
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Move your data to Power BI.

With Microsoft Power BI's database and visualization software

Features

  • First feature
  • Second feature
  • Third feature is a bit longer than other features.
  • Fourth feature Additional fees may apply.
  • Fifth feature
  • Sixth feature International shipping.
  • Seventh feature
Get a free demo

Move your processes to Notion.

With Notion, Timetastic, Expensify and any other useful tools

Features

  • First feature
  • Second feature For the USA only.
  • Third feature
  • Fourth feature
  • Fifth feature is a bit longer than other features.
Get a free demo
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Let us do a free assessment!

We offer a free digital assessment through an employee survey at your Private Equity fund.

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