Private Equity Firm Relies on Dynamics 365 Sales and Dynamics GP to Manage Investments and Client Relations

The client is a private equity firm based in Wynnewood, Pennsylvania that offers investment advice and portfolio management services to high-growth companies in the United States. Specializing in real estate, wealth management, multifamily property management, and other businesses, the firm boasts 70+ years of experience and currently manages $1 billion in capital and assets.

• Communication management: The firm faced challenges in managing investor communications and reporting.
• System integration: Integration between Dynamics 365 Sales, Dynamics GP, and other operational systems was needed. Collaborative sharing of data between the firm and their partners and clients was essential.
• Reporting requirements: Custom reports for investment management and clients were required.
• Client relationships: A solution was needed to enhance client relationships, improve value delivery, and support the growth of the firm’s portfolio and client base.

• Deployment: LevelShift deployed Dynamics 365 Sales to manage investor communications and reporting. Integration efforts included linking Dynamics 365 Sales with Dynamics GP and other operational systems.
• Collaborative data: The solution facilitated collaborative data sharing between the firm and its partners and clients.
• Custom reports: Extensive custom reports, including Power BI for dashboard views, were implemented for investment management and client information.
• Client tracking: Dynamics 365 Sales was used to track all client communications, contributing to improved client relationships and value delivery.

• Enhanced relationships: The firm experienced enhanced client relationships and improved ability to deliver value.
• Rapid deployment: Productive onboarding of Dynamics 365 Sales integrated with Dynamics GP contributed to the growth of the firm’s portfolio and client base.