One solution. One platform. Fully integrated.
PECast is private equity management software built on the Microsoft Dynamics 365 Customer Engagement CRM platform, with built-in partner/portfolio portals and back-office integration capabilities.
Private equity management made easy:
- Ability to capture all the data elements, processes and relationships required by private equity firms
- Power of choice with deployment options: hosted cloud service or on-premises
- Technology that delivers results to business stakeholders and partners
- Standard Microsoft Outlook and Excel integration
Flexible, customizable, easy-to-use back-office accounting and reporting
- Deal pipeline: Track and follow the lifeline of prospective deals
- Portfolio company tracking: Track due dates, documents, entity relationships and key information related to portfolio companies
- Fundraising: Set fundraising goals and measure sources, activities and commitments
- Investor relations: Link and group related investor entities for consistent and relevant reporting
- Web portal: Take advantage of integrated web portals hooked to your websites; allow limited partnerships and portfolio companies to log in
- Alerts and workflows: Set alerts for key data or specific events
- Marketing and reporting: Use e-mail marketing and campaign response automation, as well as built-in flexible reporting and business intelligence
- Microsoft Dynamics 365 Customer Engagement CRM functionality: Take advantage of standard functionality included in the CRM platform