And since you have to retain their current portfolio companies much longer than usual, you need the right communication tools to properly manage those companies to drive costs out and maximize their profitability. Then you need powerful analytical reporting to assure your investors that their return on investment is maximized. How can you provide them with the best information and relationship management services possible?

PrivityCRM is the answer. Based on the award-winning Microsoft Dynamics CRM (Customer Relationship Management) PrivityCRM delivers the tools you need to maximize your effectiveness in communicating key information and closely tracking your account development activities.

Eisner IS Experienced

PrivityCRM was designed by Eisner IS, the technology arm of Eisner LLP New York, one of the premier accounting and advisory firms in the country. Our extensive experience and deep knowledge of the financial services industry coupled with our technical acumen and our strategic relationship as a Microsoft Gold Certified Partner has produced PrivityCRM, the ideal client management solution for Private Equity and Venture Capital firms like yours. This assures you that the tools you need to manage the information that drives your business will all be there, and the time it takes to implement this solution and train your people in its use is dramatically shortened because it conforms to the work they do.

For more information call us today or click here and allow us to call you.