Private Equity solutions: Proactively manage deals from start to finish
As a private equity professional, you have to efficiently manage investor relationships throughout the entire life cycle of a deal, from identifying prospects to closing. Powered by Microsoft Azure and Dynamics 365 (formerly AX & CRM), AKA’s DynamicsAdvantage for Private Equity gives you everything you need to track and manage investors and deals. You can manage the workflow of contracts, build a fundraising pipeline and track progress, track potential investments, manage investor reporting, manage capital calls and distributions – and more.
If you’re a fund manager or institutional investment professional, AKA’s DynamicsAdvantage for Private Equity gives you the tools you need to grow and manage assets—in the office or mobile. You can proactively manage your investor pipeline and complex client relationships, and also comply with regulations. Communications are streamlined, freeing up your time to work on making your clients successful.
Artificial intelligence on your team
With the Azure Cloud and Microsoft Dynamics 365 backing your solution, you get faster, more accurate data through Artificial Intelligence, helping you make smart decisions in real time, rather than depending on historical data. With an integrated application running on the Cloud, you get financial management (ERP) and Customer Relationship Management (CRM) in a single, powerful solution.
Multiple entities? Complex consolidations? No problem!
Private equity firms with multiple legal entities and global operations face challenges in managing them. Processes are complicated, time-consuming, and error-prone, and regulatory scrutiny is more intense than ever. AKA’s DynamicsAdvantage for Multi-Entity Financial Mangement provides everything you and your finance team needs to effectively and efficiently automate the processes involved in setup and maintenance of multiple entities.
- Consolidate hundreds of entities on multiple levels in minutes and with just a couple of clicks, regardless of complexity
- Build workflows that support master data management and segregation of duty, simplifying and securing processes
- Manage multi-entity transaction imports with a single workflow
- Take advantage of robust, flexible fund accounting
- Set up entities quickly and keep them synchronized
The advanced features in this solution not only automate processes and save time; they also increase the accuracy of financial data and help keep you in compliance, while at the same time providing better visibility for faster, smarter decision making. Learn more about DynamicsAdvantage for Multi-Entity Financial Mangement.