CRM for Private Equity Investors

Rich and customizable for

Deal flow management / Investor relation & fundraising / Contact management / Co-Investment / Monitoring of ecosystems / Data Collection / Buy-Side or Sell-Side positions / Marketing & Communication / Automated reporting / Workflow / LP Portal

Adapted to your business

Venture Capital & Private Equity / Corporate Venture / Limited Partner / Asset Management / Family Offices / Fund of Funds / Real Estate / Private Debt / Turnaround Capital / LBO / Secondary Capital

Our clients

Access Capital a choisi DealFabric CRM pour son équipe d'Investor Relations

Supernova, an independent asset management company resulting from the merger of CEA and Amundi, chooses DealFabric CRM

Sofiouest société d'investissement du Groupe SIPA OUEST-FRANCE

Learn more: solutions and testimonials

VISUALISE YOUR ENTIRE ECOSYSTEM

with the “N relations” display of the companies and contacts you work with

Visualise all your relationships Record all interconnections Analyse the links between investors, co-investors, placement agents, etc. View links N1, N2, N3,...

Visualisation de l'écosystème et des connexions

6 reasons to choose DealFabric

A solution that is immediately operational, quick to install and customizable

An integrated solution with office tools: Outlook, Teams, Excel, SharePoint, OneNote, Power BI…

An application developed by and for investment professionals

The security and innovation of the best CRM platforms on the market: MS Dynamics and Salesforce

A friendly and passionate team sharing the same objectives, attentive to my needs.

An innovative solution that allows me to dynamically animate my ecosystem.

DealFabric solutions

Venture Capital / Private Equity

Gain in efficiency and increase common intelligence to ensure your development.

Family Office

Automate your business activities and processes, track your investments, fundraising and investor relations in a single application.

Asset Management

Manage your different portfolios and keep a close eye on your investors and partners.

Corp. Venture / Open Innovation

Identify the most promising innovations and increase your exposure within your ecosystem.

DealFabric s'appuie sur les technologies de Salesforce et Microsoft Dynamics 365 pour proposer une solution CRM verticalisée pour le monde du Private Equity

The best in technology

Choose technology from the world leaders in Cloud platforms.

Based on Microsoft Dynamics or Salesforce technologies, DealFabric ensures you choose a solid and scalable Cloud solution that is fully integrated into your environment, accessible and secure.

To know more

Management team

DealFabric’s management team is composed of highly experienced professionals, specialists in information technology and passionate about innovation and entrepreneurship. Responsible for the definition, implementation and monitoring of the Company’s strategic axes, they are nevertheless always present in the field, close to customers and teams.

Cyril de Beugny

Co-founder & CEO

Eric Zouari

Co-founder & Strategy Director