CRM for Private Equity
The #1 Investors CRM connected the dealmakers to close the best deals
Structure your deal flow with the #1 Private Equity CRM connected to the Private Equity, Corporate and M&A communities to close the best deals
Fast-growing SaaS platform for field-service scheduling used by 400+ companies.
Leading operator of private medical imaging centres with 28 sites across France.
Technical textiles group producing high-strength ropes for offshore wind and maritime.
Vertically integrated sawmill supplying construction markets in Southern Europe.
Regulated utility operating water treatment concessions for 35 municipalities.
Medtech scale-up developing AI-assisted endoscopy tools deployed in 60 hospitals.
Key players in corporate finance trust us
Empower Your Deal Flow Management
Our dealflow management module, specifically designed for investors, enables them to efficiently and comprehensively manage their acquisitions, exits and fundraising processes with a 360-degree management of all interactions and counterparties.
In addition to that, the native integration with Arx Database, Arx Network, and our other modules significantly enhance the capabilities of our dealflow management module. These synergies distinguish it strongly from the competition, making it truly unique in the market. In summary, with our Deals Module, you will be able to :
- Effectively Structure your Dealflow
- Empower and Automate your Deal Sourcing
- Work Faster on your Execution
Offshore wind turbine maintenance fleet operating across the North Sea and Baltic for top European energy operators under multi-year framework agreements.
Leverage the Intelligence of your Relationships and Contacts
- Consolidation of all your contacts into a singular shared contact base (while preserving your personal contact base)
- Bidirectional integration and synchronization with Outlook, associated with the shared base
- Enrichment of contact base information via the Arx Database (email, phone numbers, etc.)
Capitalize on the unification of your contact base to enhance the monitoring and analysis of your interactions, and to maximize the utilization of your network.
Increase Efficiency in Tracking your Interactions and Activities
- Monitor your calls, exchanges, and meeting reports
- Manage your tasks and activities
- Schedule and notify reminders and events
Enhance team collaboration, escalate productivity and efficiency by tracking and intelligently utilizing your activities to identify more opportunities and close the best Private Equity deals.
Prepare the Call with Weist
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Lunch with Ardian
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Call with Eurazeo
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Transform Your Data into Decision Making
- Enhance your comprehension of financing and investment activities through real-time data analysis (deals, contacts, organization, activities…) with fully customizable dashboards
- Guide your business based on your KPIs (closed deals, ongoing opportunities, sourced deals…), identify opportunities, risks, and make informed decisions
- Improve communication through the periodic sending of dashboards by email
Link your Private Equity CRM to 4000+ Applications and Automate your Workflows
Thanks to our Arx CRM connector for Zapier and Microsoft Power Automate, effortlessly link your opportunities, pipeline, contacts, activities (…) to over 4000 third-party applications and create automations without any coding expertise. With a few clicks, you can synchronize data, automate repetitive tasks, and develop customized workflows to source more opportunities and execute deals quicker.
Gain flexibility and stay connected with your team and with the ecosystem
- Real-time synchronization with the CRM
- Voice note taking of activities
- Available on IOS and Android
They are Talking About Us
Find out why they trust Arx
“We have been following the Arx Corporate Finance team since the beginning. Their solution corresponds perfectly with our daily interactions with Private Equity firms. We particularly appreciate the accuracy of its data and the streamlined search tool.”
Marc Dunoyer
Head M&A Mid-Cap
Société Générale
“Arx Platform helps us prepare our meetings with Private Equity Firms effectively. The verified information on portfolio companies, and being able to anticipate their exits is what gives our commercial strategy a competitive advantage.”
Thierry Dartus
Head of Transaction
Grant Thornton
“Arx Corporate Finance’s teams proved themselves from the outset with their very powerful tool, which corresponds to our daily professional reality. The holistic overview of the PE market and the trustworthiness of the data are highly useful for our sourcing process.”
Aida Ben Lamine
Business Developer Manager
Seven2
“With Arx Network’s intuitive interface our teams are able to rapidly screen a significant number of PE portfolios. The tool allows us to isolate potential cross-border opportunities that we can share with our various offices worldwide.”
Arnaud Dudognon
M&A Director
Lincoln International
Trusted by leading corporate finance institutions
Ready to transform your deal-making?
See how Arx fits your workflow in a 30-minute personalized demo.