Beyond CRM: AI-powered solutions for private markets offered valuable insights into how AI and CRM technologies are transforming private capital markets, particularly in areas such as relationship management, deal origination, investor relations, and portfolio management. The panel featured industry experts discussing key trends, challenges, and innovations. Watch the full webinar on demand here.
How is AI reshaping private capital markets today
Intapp’s Industry Principal, Rudy Saad, who has over two decades of experience in private equity and capital markets, set the stage for the discussion. He asserted that AI is “not replacing how private capital works; it’s reshaping it.” Saad highlighted three areas where AI is making a significant impact:
- Relationships: AI is aiding in sourcing investors, deals, and identifying exits by transforming CRM systems into dynamic platforms that integrate firm and market data.
- Quantitative Analytics: From financial modeling to KPI reporting, AI is automating and improving data-driven processes.
- Qualitative Insights: By enhancing due diligence workflows and providing sharper market trend analysis, AI is helping firms make smarter decisions.
Saad emphasized that the evolution of CRM systems has moved beyond static datasets. He described the shift to platforms—such as DealCloud—that dynamically analyze data and help firms enhance deal-making activities.
How can firms evaluate technology solutions in private capital?
Senior Value Engineer at Intapp, Rafael Sachs, provided a framework to help firms select the right CRM and AI-powered tools. His evaluation process comprises four key categories:
- Functional Requirements: Does the solution provide relationship intelligence and integrate AI into workflows?
- IT Requirements: Is the platform easy to configure and implement, with minimal IT intervention? Does it offer significant capabilities right out of the box?
- Vendor Evaluation: Sachs underscored the importance of selecting a reliable partner. He explained: “You’re not just buying a product; you’re buying a partnership.” This includes reviewing the vendor’s track record, industry reputation, and financial stability.
- Business Rationale: Firms need to ask themselves why they’re adopting new technology. What tangible business outcomes—such as improved fundraising or expanded networks—do they hope to achieve?
What business outcomes should private capital firms target with CRM and AI solutions?
There are five typical business outcomes driving firms to adopt CRM tools and AI technologies:
- Expanding and Strengthening Networks: AI tools help identify new relationships and unlock deeper connections within an investor base.
- Improving Fundraising Capabilities: Firms can automate investor outreach and personalize their pitch using data-driven insights.
- Streamlining Investor Relations: Providing on-demand access to critical portfolio and market data for Limited Partners (LPs) helps refine investor communication strategies.
- Supporting Deal Origination: CRM systems enhance deal visibility and tracking, allowing General Partners (GPs) to better manage their pipeline, even during high-pressure auction cycles.
- Simplifying Portfolio Management: Dealing with the complexities of multi-asset classes becomes more feasible with purpose-built systems that manage allocation policies and workflows.
How does AI improve investor relations?
Speaker Travis Broad of Alpha Alternatives outlined how investor relations are evolving. He pointed out that as capital-raising processes speed up, LPs demand faster access to information and better interaction experiences with GPs.
Broad shared an optimistic vision of technology-enabled investor relations, saying: “All of your interactions, your notes, your current relationships, the LP invested products—everything in one place—helps enable informed, real-time investor conversations.” Through AI-powered platforms, firms can market their products and opportunities to LPs with the right level of detail and timing.
Workflow automation also plays a crucial role: “AI can summarize actions from meetings and drive follow-up reminders automatically.” In this way, technology facilitates seamless communication and follow-through with investors.
What challenges are firms facing in fundraising?
Saad illuminated how fundraising has become increasingly complex. He noted that IR professionals now manage multi-asset classes while dealing with diverse investor types—including institutional investors and a growing private wealth segment.
“The complexity and scale of fundraising have fundamentally transformed. Technology and advanced CRM systems have become absolutely necessary to manage this shift and sustain growth effectively.”
What role does technology play in deal origination and investment management?
Investment lifecycle and deal origination are becoming more demanding in today’s competitive environment. Post-acquisition activities—such as add-ons, mergers, and divestitures—require firms to use dynamic tools to track internal and external workflows.
Firms need robust platforms to handle the rising complexity of asset classes. “The complexity of allocations drives more intricate policies that require sophisticated portfolio management systems,” Broad explained.
How can CRM solutions cater to firms of different sizes?
During the Q&A session, the panel addressed how CRM technologies vary for smaller firms versus larger organizations.
- Small Firms: They typically need “structured, off-the-shelf CRM solutions that transition them away from Excel.” Ease of use and affordability are key factors for these firms.
- Large Firms: These organizations require “flexibility and deep customization to handle multi-asset classes and diverse investor portfolios.” Larger firms tend to prioritize scalability and advanced analytics.
Small Firms: They typically need “structured, off-the-shelf CRM solutions that transition them away from Excel.” Ease of use and affordability are key factors for these firms.
Large Firms: These organizations require “flexibility and deep customization to handle multi-asset classes and diverse investor portfolios.” Larger firms tend to prioritize scalability and advanced analytics.
What’s the ultimate goal of adopting AI and CRM platforms in private markets?
Panelists reiterated that AI and CRM systems should drive transparency and efficiency across the investment lifecycle. Whether it’s fundraising, deal origination, or relationship management, these tools empower firms to unlock deeper insights, optimize workflows, and build lasting relationships with LPs and other stakeholders.
The session concluded: “Private markets are dynamic, and their tools need to be equally adaptable. CRM systems underpinned by AI help firms stay ahead in the competitive investment landscape.”
By asking the right questions and exploring cutting-edge technologies, private capital firms can leverage AI and CRM systems to thrive amidst increasingly complex market dynamics.
