Private Equity Contact Management | itrezzo

One of the most successful applications of itrezzo Unified Contact Manager has been in the private equity industry. Private equity firms usually manage a portfolio of companies, sometimes in the dozens, each with its own board and key staff roster. There is turnover in these positions, but the private equity firm frequently needs immediate communication with the executives, without investigating to determine who is new in a position and how to reach them.

itrezzo Unified Contact Manager, with the optional InterOrg Connector, is ideally suited to help a private equity investment firm keep its critical contacts in portfolio companies highly reachable.

• This platform optimizes enterprise contacts to deliver more complete and current contact information that saves valuable minutes and supports efficient outreach to portfolio companies.
• More than a business contact manager, itrezzo Unified Contact Manager can sync the global address list and employee smart phones with the latest employee contact data.
• The itrezzo Self Service Update application procures the latest, most accurate contact details from the most reliable source available.
• The itrezzo InterOrg Connector makes it easy for private equity firms to keep track of key personnel in portfolio companies who will be needed to coordinate quick response to market and business situations.

Under everyday circumstances, the productivity and time savings delivered by itrezzo solutions produces an  ROI of 300% to 400% per year, or higher. It takes just one urgent business situation for that return on investment to climb to a much higher level.