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This customizable RFP (request for proposal) template is purpose-built for deal-centric financial services firms — private equity, venture capital, and private credit — who want to ensure their vendor selection process is rigorous, efficient, and aligned to their business workflows.
Too many firms waste time evaluating generic CRMs — only to end up with clunky implementations or systems that don’t map to the way their teams actually work. This RFP toolkit helps you:
Whether you’re replacing spreadsheets or evaluating CRM platforms, this RFP template equips you with the questions that experienced buyers wish they had asked earlier.