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January 5, 2017 by Joe Burkhart Leave a Comment

The deal professional’s guide to CRMs

AxialThe team at Axial and I recently collaborated on a research project which examined how private equity firms use technology to enhance their deal sourcing efforts.

The results are eye-opening and will frustrate many of you. They confirm that the industry has a long way to go.

Most private equity firms are 3 to 10 years behind many of their own portfolio companies when it comes to how they use technology to manage business development (aka deal flow and its tracking). Many younger private equity professionals express profound disappointment that their firms aren’t using inexpensive and scalable technology to make their firms more effective and efficient.  Why do you think that’s the case?  Please comment below.

For more insight read the entire report by clicking the link below:

The Deal Professional’s Guide to CRM

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Filed Under: CRM / RCM, Software

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