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Streamline expense management functions with real-time deal and pipeline visibility. Create customizable lists and fields to filter and sort details for faster, better decisions. The path targets, discussions, emails, papers and issues in a collaborative workspace that’s configured to install the way the team works. And with built-in security control buttons such as two-factor authentication, examine logs and optional sole sign-on, you will be sure your private data is usually protected.
If you happen to be sourcing or tracking deals, private equity organizations need a program that makes it simple to stay on top of communications, connections and actions. That is why various leading PE firms will be moving to CRM and relationship intellect tools to help these groups work smarter, not harder.