Many Private Equity firms use Microsoft Outlook along with a core contact and data management system like AIM. But how can users easily capture data from their inbox and move this data into their core system? Even better, how can you capture this data in a seamless way that automatically updates your core system without any time-consuming swivel chair between Outlook and your core system?
Competition is continually reaching new extremes in the Private Equity industry, prompting firms to recast into new roles and systems in order to embrace the rising challenges of operational excellence, personnel optimization, technology adoption, and data management over time.
“We’re thrilled about this recognition for three years in a row, especially as we celebrate our 10 Year Anniversary. Being named to the Inc.5000 is a direct reflection of our people and our customers. We’ve always been focused on building trust and our customers value this relationship. While we have tremendous momentum with this success, our foundation is like a strong, steady drum beat of continually delivering innovative solutions to redefine how LPs, GPs and Portfolio Companies communicate and relate…”