Private Equity - Table Insights

Private Equity Deal Funnel

Post category:Sales Funnel Automation

A mid-market private equity firm was using DealCloud as its CRM. The system was difficult to customize so tracking deal activity reverted to a spreadsheet. This caused duplicate data entry and led to deals being disconnected from contacts. Weekly deal status meetings required reports to be prepared and key metrics…

Acquisition Model

Post category:Financial Modelling Corp Dev Advisory

A mid-market private equity firm was looking to build a standardized acquisition model across its global investment teams. Each office had been using its own financial model template that lacked structure and clarity. The models were difficult to use, understand and update. The Investment Committee questioned the accuracy and consistency…