Deal and Beyond How CRM Streamlines Private Equity Relationships and Workflows

"In the intricate landscape of Private Equity, CRM systems are revolutionizing efficiency and relationship management. The future for CRM in this sector is bright, with ongoing investments in advanced capabilities like automated data entry, enrichment, and relationship intelligence to power data-driven decisions and streamline operations"

 Harsh Dua

Lead Analyst – Corporate and Investment Banking LoB

 Aarti Agrawal

Senior Analyst – Corporate and Investment Banking LoB

Evalueserve has extensive experience of working with private equity and private credit firms, enabling accelerated deal origination, execution and monitoring process. We create customized solutions for our private capital clients and their portfolio companies / assets through our research, analytics and ESG verticals, creating a one stop solution for all their requirements.

Our trained pool of analysts supports Private Equity Firms across the deal value chain, thus helping our clients to execute more deals. For more information, please visit: https://www.evalueserve.com/solutions/investment-banking-advisory/

Harsh Dua
Lead Analyst , Financial Services  Posts
Aarti Agrawal
Senior Analyst, Private Equity Solution  Posts

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