Private equity firms operate under constant pressure to move quickly, stay compliant, and maintain investor trust. At the same time you’re managing complex LP relationships and increasingly demanding reporting expectations across funds, deals and portfolio companies.
Transparity helps PE firms modernise fundraising, investor relations, deal flow and portfolio insight. We use an accelerator-led approach built on Microsoft Dynamics 365, the Power Platform, Microsoft Fabric and Azure, so projects deliver value in months rather than running for years.
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Book nowLaunching a PE transformation project is one thing. Ensuring it unifies your firm and delivers measurable value is another - especially when data, reporting and workflows are fragmented.
A single, well-controlled source of truth across investments, investors and portfolio companies
Seamless integration with Microsoft 365 and third-party tools (data rooms, portfolio analytics, fund admin) so adoption is straightforward and there’s less friction across the stack
AI-powered analytics that turn data into a strategic asset and accelerate decision-making
Structured workflows that support rapid time to value and a clear path to ROI
Our Private Equity CRM Accelerator gives you a single source of truth across the firm, and integrates with your existing data and technology so adoption is fast and you can measure the impact.
It runs on the Microsoft Cloud (including Dynamics 365, the Power Platform and Microsoft Fabric), and uses generative AI and analytics to help firms make faster decisions and build investor confidence.
A PE accelerator approach supports outcomes that matter most:
Specialised applications manage the LP journey end to end, from prospect engagement and capital commitments through ongoing IR communications, capital calls and distributions. The result is structured, consistent investor engagement at scale.
Move deals through every stage of the pipeline (origination, screening, IC review, due diligence, close) with structured processes, centralised deal information, and full relationship intelligence across intermediaries and advisers.
Consolidate portfolio company KPIs, financials and ESG data on a single platform. Teams can meet the demands of LP reporting, fund administration and internal portfolio reviews without spending half their week wrangling spreadsheets.
Use generative AI and unified data to build a 360-degree view of investments and investors. IC paper preparation gets faster, LP reporting gets faster, and your teams can spot patterns across deals they couldn’t see before.
The Accelerator integrates with Microsoft 365, Teams, Outlook and third-party applications, so adoption is straightforward from day one. Deal teams, IR, portfolio operations and finance all get a connected experience.
Traditional CRMs are designed around sales opportunities and customer pipelines. A private equity CRM is built around investors, fundraising, deal origination, portfolio companies and investment activity. It provides a single source of truth across the private equity lifecycle, helping firms manage relationships, track opportunities and improve reporting
Yes. Dynamics 365 can be tailored for private equity fundraising and investor relations, helping firms manage prospective investors, capital commitments, LP communications, investor events, capital calls and ongoing relationship management from a single platform.
A private equity CRM provides structured workflows for sourcing, screening, evaluating and progressing opportunities through the investment lifecycle. Teams gain visibility of pipeline activity, investment status, key stakeholders and historical interactions, helping improve decision-making and collaboration.
By bringing portfolio data, operational metrics and financial information into a single reporting environment. Integrated analytics and dashboards provide investment teams with real-time visibility into portfolio performance, risks, opportunities and value creation initiatives.
Yes. Microsoft Dynamics 365, Power Platform and Microsoft Fabric can integrate with existing applications, data providers, fund administration systems and Microsoft 365 tools, helping create a connected technology ecosystem without replacing every system.
Implementation timelines vary depending on requirements, but accelerator-led approaches can help firms realise value significantly faster than fully bespoke CRM developments. Discovery workshops help define priorities, scope and delivery phases.
A PE accelerator provides pre-configured capabilities based on industry best practice, including fundraising, investor relations, deal flow and portfolio management processes. This reduces delivery risk, shortens implementation times and accelerates return on investment.
AI can help private equity teams analyse portfolio performance, surface insights from large datasets, summarise investment information, improve reporting and support faster decision-making. Combined with Microsoft Copilot and Microsoft Fabric, firms can unlock greater value from their data.
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We have a team of specialists who work exclusively with financial services & insurance organisations helping modernise, optimise and protect to drive impact.
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