Specialized CRM for Private Equity

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 / M&A

Our clients

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

Société Générale Capital Partenaires intervient dans le domaine du private equity et plus particulièrement sur les sociétés non cotées en bourse. Elle est mandatée par des souscripteurs (LPs) pour investir au capital de start up, PME mais également des entreprises de taille intermédiaire.

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, contractors, placement agents, etc. View links N1, N2, N3,...

DealFabric CRM gives you a complete ecosystem view of the contacts, companies or investment transactions you're working on.

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.

Microsoft Integration

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 is based on Microsoft Power Platform technologies

The best in technology

Choose technology from the world leaders in Cloud platforms.

Developed with Microsoft’s most advanced technologies, DealFabric guarantees you the choice of a private, solid, scalable Cloud solution that’s fully integrated into your environment, accessible and secure.

With DealFabric, you’ll have access to the most advanced low-code technology on the market, giving you unrivalled agility to customize the application to your needs. Recent additions of next-generation AI, recognized as the most powerful on the market today, offer end-users unprecedented business problem-solving capabilities.

With DealFabric CRM, you'll have access to the most advanced low-code technology on the market, enabling unrivalled agility in customizing the application to your needs. Recent additions of next-generation AI, recognized as the most powerful on the market today, deliver unprecedented business problem-solving capabilities to end-users.

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