Evolution of CRM at General Partners

The private markets industry has experienced significant growth, leading General Partners (GPs) to rely more heavily on CRM systems and structured data to manage deal flow, investor relations, and investments However, as data volumes increase, many GPs are facing challenges with misconfigured and outdated CRM systems, which create inefficiencies and hinder decision-making. In our latest whitepaper, we explore the evolving role of CRM in private markets and highlight key trends such as the shift towards centralized data management, the growing adoption of AI-driven tools, and the importance of integrating specialized CRM solutions for front and middle office operations. 

To learn how GPs can overcome data management challenges and future-proof their CRM strategies, download the full whitepaper below.