As the private markets space becomes increasingly competitive, the ability of firms to leverage their data to gain access and insight to new investor and investment opportunities can offer access to untapped sources of capital and investments that drive the bottom line. Aligning data and strategy is paramount to drive efficiencies and scale in seeking a competitive advantage.

Organizations today face common obstacles ranging from selection of the technology platform that best suits their needs, data governance and quality challenges, to implementing an optimized platform capable of supporting business needs and driving adoption.

As a leader in the CRM field, Lionpoint’s team of specialists offers deep technical and industry expertise working on advisory and implementation engagements with the leading products and firms in the industry and around the globe. Our breadth and depth of knowledge in the space allows us to solve our clients’ key challenges and move confidently into the future.

Click below to Access "Implementing a Fit-for-Purpose Private Equity CRM System to Fuel Growth"

Featured Team Members

Lionpoint CRM Team Services and Capabilities


  • Best Practice Advisory- System Selections, Current and Target State Assessments, Solutions Health Assessments
  • Implementation Services
  • Integration Services
  • Managed Services- Platform Management, New Feature Enablement, Data Management


  • Private Capital Markets & CRM Subject Matter Expert Consultation
  • Site Configuration (contact us to learn about our product expertise)
  • Report Design and Building
  • Data Strategy Development, Migration Services & Validation
  • User Acceptance Testing Management & Script Creation
  • User Guide Development
  • Change Management & Adoption Support
open role management

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