Private Equity Roll Up Solutions
Private equity firms may maximize the value of their investments by adopting a unified technology stack that enables best practices to enable their portfolio to develop. CIS's superior software development solutions can help you streamline your private equity roll-up strategy and process.
View Similar ProjectPrivate Equity Roll Up Software Development by CIS
CIS's Private Equity Roll Up Software Development will streamline and reimagine your business operations with automation of outdated processes, leading to greater efficiency and productivity for you and your private equity firm. Consolidate disparate data with ease while making complex calculations less error prone. Say goodbye to manual mistakes as we usher in an exciting era of Private equity Management.
Private equity rollup software from CIS enables you to reduce friction and eliminate bottlenecks in the workplace, and optimize productivity more easily. Our tailored solutions support optimization efforts across your organization, while our private equity software unlocks potential within every business. Let CIS be part of your journey towards an easy, digitized future with technology at your side.
Our Private Equity Software Features and Solutions
Our private equity software solutions will assist your firm in growing and becoming more efficient, whether your firm has just closed its first fund or completed hundreds of transactions. Over the past fifteen years we have developed tools and features which enable investors and staff to perform time-consuming and administrative tasks more quickly, freeing them up so they can focus on building and nurturing relationships, leading to successful transactions.
One-click tearsheets are an amazing feature of CIS's private equity software. Many firms need to produce reports regularly (daily,weekly,monthly,quarterly etc), such as fundraising status reports or progress reports for industries and sub-industries. Often these reports are created via Excel spreadsheets requiring hours spent formatting and organizing data each time for generation. Using tearsheets saves individual companies hours spent formatting or sorting this data manually.
CIS has also simplified report generation so dealmakers can utilize and share real-time information before any meeting or phone call, with just the click of a mouse. Our implementation team will assess all your reporting requirements - daily, weekly and monthly reports are covered. Our expert team can easily create tear sheets in an instant with one click, as well as training deal professionals on creating personalized Word documents and Excel reports.
Investment Professionals Trust CIS as Their Go-to Private Equity Roll-Up Strategy Provider
CIS excels at tailoring softwares for private equity rollups specifically to the needs of investment professionals. We can design software specifically to your requirements that fits seamlessly into your business - streamlining equity management while unlocking unprecedented efficiency.
CIS's Private Equity Software offers you everything you need to raise capital with ease. It streamlines sourcing of funds, investor relationships and actual performance tracking while seamlessly integrating into your company to facilitate capital raising. Private equity solutions focus on efficiency and precision to facilitate investment professionals in fulfilling various tasks without difficulty. Our technology enables rapid decision-making from automating investor communications to real-time monitoring, portfolio performance monitoring.
CIS understands the changing dynamics in the private equity landscape. Our software optimizes your resources while simultaneously decreasing manual work and increasing data quality, helping you achieve rapid growth and meet your targets more quickly. CIS's all-in-one private equity roll up software simplifies complexity while increasing productivity to help maximize success for its users.
We Tackle the Challenges That Investors Face With Each Investment Type
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Roll-Up Strategy
At CIS, we understand the challenges you face with every investment type and form of ownership. Due to silo-ed business processes, using one data set across cross-sell, customer support and upsell functions can be tricky.
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Roll-up Mergers
Roll-up Mergers often result in redundant technologies being implemented for similar processes, increasing operating expenses while decreasing employee satisfaction.
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Carve Outs
NewCo's that have recently undergone carve outs must quickly implement new platforms of technology to replace non-conveying software that no longer serves their critical business functions.
Utilize Our Private Equity Rollup Software Development to Increase Operational Efficiencies
CIS offers premier software development services for private equity roll ups to optimize business processes. Leveraging cutting-edge technologies, our private equity roll-up strategy software helps streamline and integrate operations seamlessly to achieve higher levels of productivity. It was specifically created to automate tasks, revolutionize workflows and eliminate outdated practices - giving precision and accuracy while simplifying complex data consolidations, calculations and other complex tasks.
You may overcome operational challenges, minimize friction, and improve your decision-making skills with our private equity roll up software development. With CIS, take a step into a world where efficiency and inventive thinking are inextricably linked. The private equity roll up software development services provided by CIS will take you on a journey to operational excellence. Embrace technology to realize your company's full potential. Begin working on your roadmap to a more efficient and streamlined future right now.
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Customized Solution Design
At CIS, with our Private Equity Roll Up software development services we focus on designing solutions tailored to fit the requirements of your business and integrate seamlessly with existing infrastructure to optimize data flows and processes.
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Automated Data Reconsolidation
Our sophisticated software automates data collection. By doing this automatically, errors and inaccuracies are reduced significantly while accuracy improves dramatically to provide you with real-time financial analysis.
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Precision Calculations
Our sophisticated algorithms simplify complex equity calculations. Our software performs accurate computations at unrivaled precision.
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Attentive Data Security
Ensuring that the security of your financial data is of utmost importance. With our software development services offering robust encryption mechanisms and stringent access controls, rest easy, knowing that sensitive information remains free from unwarranted intrusions.
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Seamless Integration Process
Our private equity roll up solution for seamless integration process within existing software environments enables you to take full advantage of all our technologies.
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Scalability and Future Readiness
A flexible private equity rollup software from CIS offers immediate advantages while being future proof. Your organization will expand with confidence while upholding operational excellence.
Discover Our Private Equity Rollup Software Development Process
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Discoverability
We collaborate with you to define clear business outcomes and obtain clarity on your demands.
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Requirement Analysis
Our first step in meeting client requirements is conducting an in-depth needs and results assessment.
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Design & Development
Our software engineers then design custom software using advanced coding techniques and industry best practices.
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Operate
Our objective is to deliver our client the ideal end product while meeting specific metrics with optimal outcomes.
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Testing and Validation
Test all functionalities thoroughly to ensure accuracy, safety and smooth integration.
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Deployment and Support
We provide technical assistance and updates to clients, as well as install the software on their computers.
Our Quick Response Strategies for Faster Realization Value
When it comes to adding a new company to your portfolio, time is of the essence. We identify business-critical needs in order to develop a minimum viable product as quickly as possible, while also ensuring that the necessary technologies are in place to support the business. CIS provides digital transformation by employing expert private equity roll up solutions tailored to your organization's requirements:
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Greenfield Implementation
Create a completely new environment with scalable settings that correspond to new business processes.
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Organization Consolidation
Consolidate all GTM functions across users into a centralized environment with reporting on the platform.
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Accelerate On-boarding
Integrate new acquisitions quickly into existing environments using custom workflows designed specifically for them.
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Organization Split
To handle the new selling atmosphere following M&A activity, divide one environment into multiples.
Our Proven Offerings Create Value for Your Stakeholders
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CRO
CIS's expedited product ready-time allows for quicker cross-selling. Customers who have not purchased yet can be targeted via customized messages with details regarding those products or services they may still want.
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CFO
Book complex contracts involving several subsidiaries more quickly. Pull reports that give your portfolio management team instant, accurate insight into client financial health based on defined attributes with automated prioritization scoring.
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CIO
With enhanced DevOps practices, you may safely execute multi-business unit operations. Reduce overall license and operational costs by deploying solutions in a fraction of the time it took yesterday.
You've Acquired a Business. What Happens Next?
The first stage is to close the contract. When adding a new firm to your portfolio, combining numerous enterprises, or carving out a business, you need a strategic partner who takes your goals, timetable, and systems into account. We provide a customized approach from evaluation to execution.
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Partner
Our experts bring extensive expertise in implementing digital changes with Private Equity firms, roll-up mergers & larger companies, portfolio companies, acquisitions companies and other customers.
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Analysis
Undergoing an in-depth assessment can assist your organization with aligning stakeholders around a roadmap aligning with its priorities.
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Execute
Make use of turnkey assets and solutions to speed the construction process to support your potential investment strategy.
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Reaching Sustainable Success
In order to realize lasting success for your organization, streamline processes and enhance technologies so as to bring long-term value.
Overview of Our Comprehensive Private Equity Roll Up Solution
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CRM
Rolodexes and spreadsheets that don't offer industry-specific CRMs no longer suffice when managing capital market relationships. At CIS's platform for private equity firms, data on communication and relationships are centrally managed, helping firms turn daily operations into relationship intelligence.
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Business Development
Capital Market Professionals need technology as an avenue of discovering new opportunities in capital market investments. CIS's private equity software equips business development professionals with all of the tools required for easily initiating platform and add-on transactions for all business models.
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Pipeline Management
Our vertically-specific technology was built specifically to facilitate complex deals involving multiple parties. Our private equity software helps portfolio companies quickly track and accelerate deals at every stage, from origination through execution.
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Actionable data
Private equity firms need actionable data in order to remain competitive in today's fragmented market sectors, which makes CIS an invaluable platform that enables dealmakers and private equity investors to manage both proprietary and third-party data in one centralized platform. This gives them access to transform it into useful institutional insights.
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Marketing
CIS's integrated solution for marketing, makes private equity firms' marketing campaign deployment effortless and offers email campaign metrics, analytics and performance measures all from within your existing platform, making deal-makers and private equity investors easily initiate deals by sharing firm info & initiating deals more quickly. CIS offers private equity firms an overall view that is comprehensive yet transparent of marketing initiatives deployed within an institution's own ecosystem.
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Fundraising and Investor Relations
Gone are the days of siloing investor relations, fundraising and LP data in separate silos. Instead, top private equity firms now centrally manage all relationships and deals as well as operationalize IR on one platform to consolidate all data and mandates into one place for ease of management and reporting.
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Reporting and Analytics
CIS private equity roll up software brings data together from diverse systems with people to allow interactive reporting of your most critical performance metrics from anywhere, at any time. Built for busy dealmakers in mind, all dashboards, charts or graphs, data sheets, tearsheets profiles etc, can all be tailored specifically to individual user's interests and preferences ensuring accurate representation.
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Compliance
CIS's private equity roll up software empowers private investors to quickly resolve conflict through an easy risk-management process and central platform for deal, relationship and compliance management. Centralizing documents related to transactions as well as other documents provides greater clarity into increasingly complex terms of deals and provides visibility of their performance.
Are You Looking for a CRM Built Specifically for Private Equity?
Unfortunately, private equity markets firms typically are unable to implement CRM solutions that meet their needs despite careful consideration and planning. Vital data often ends up stored poorly organized or optimized systems while deal professionals waste their valuable time manually entering data or updating pipelines manually.
Perhaps now is the time for you to revisit your current CRM selection process and pipeline management strategy. Your company isn't the only one looking for help to migrate their CRM. With just a few details from you, our specialists know exactly how to optimize it according to its data, reporting requirements, workflow processes and size requirements.
Why Choose CIS As Your Partner For Private Equity Investments?
At CIS, our own experience developing, launching and selling software businesses gives us invaluable knowledge when it comes to successful exit strategies. Our commitment to creating meaningful long-term partnerships, providing impactful technology choices and developing a potential investment plan ensures a smooth partnership experience and successful exit for Private Equity firms alike.
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Due Diligence Methodology
Our due diligence approach will enable you to identify risks and obstacles to your technology investment plan with greater ease, giving you more information for potential investment decisions and increasing return rates.
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Quality-Driven Value Creation
At CIS, we have experience building, operating and selling industry-leading companies. Utilizing our software development techniques, we create a powerful range of products to add to the portfolios of private companies we represent.
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The Best of Breed Applications
Our senior teams possess unparalleled expertise in creating top-tier software products with cutting-edge tools. We leverage automation, AI and cloud to conduct early tests for product deployment.
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Successful Exits for Target Companies
CIS experts have successfully assisted over 100+ private equity companies exit successfully since 2009. Our business value maximization experts know how to reduce time-to-market speed while increasing business value while increasing time-to-market speed for software companies looking for exit. They'll guide development of their projects towards successful exit.
Industry Solution
Frequently Asked Questions
Our software for private equity roll up automates the time consuming data consolidation process for an unprecedented level of data accuracy. This provides real-time equity information which assists your decision making processes.
Absolutely. CIS's Private Equity Roll Up software offers seamless integration to ensure it doesn't interfere with ongoing operations or cause disruption.
Protecting our clients' financial data is of utmost importance. CIS's Private Equity Roll up software features robust encryption and access controls designed to keep sensitive financial data away from unwarranted intrusion and access.
Our software facilitates efficient equity calculations through advanced algorithms. This enables for precise valuations as well as performance measurements to be calculated accurately, quickly, and precisely.
Scalability is one of the hallmarks of our private equity rollup software. You can tailor it specifically to meet any changing business requirements so equity management remains efficient and effective as your consolidated company expands.