Cloud software solutions for Private Equity firms: Proactively manage deals from start to finish

As a private equity professional, you have to efficiently manage investor relationships throughout the entire life cycle of a deal, from identifying prospects to closing. Powered by Microsoft Azure and Dynamics 365 (formerly AX & CRM), HSO’s DynamicsAdvantage for Private Equity gives you everything you need to track and manage investors and deals. You can manage the workflow of contracts, build a fundraising pipeline and track progress, track potential investments, manage investor reporting, manage capital calls and distributions – and more.

If you’re a fund manager or institutional investment professional, HSO’s DynamicsAdvantage for Private Equity gives you the tools you need to grow and manage assets—in the office or on mobile. You can proactively manage your investor pipeline and complex client relationships, and also comply with regulations. Communications are streamlined, freeing up your time to work on making your clients successful.

Artificial intelligence on your team

With the Azure Cloud and Dynamics 365 backing your solution, you get faster, more accurate data through Artificial Intelligence, helping you make smart decisions in real time, rather than depending on historical data. With an integrated application running on the Cloud, you get financial management (ERP) and Customer Relationship Management (CRM) in a single, powerful solution.

Multiple entities? Complex consolidations? No problem!

Private equity firms with multiple legal entities and global operations face challenges in managing them. Processes are complicated, time-consuming, and error-prone, and regulatory scrutiny is more intense than ever. HSO’s DynamicsAdvantage for Multi-Entity Financial Mangement provides everything you and your finance team needs to effectively and efficiently automate the processes involved in setup and maintenance of multiple entities.

  • Consolidate hundreds of entities on multiple levels in minutes and with just a couple of clicks, regardless of complexity
  • Build workflows that support master data management and segregation of duty, simplifying and securing processes
  • Manage multi-entity transaction imports with a single workflow
  • Take advantage of robust, flexible fund accounting
  • Set up entities quickly and keep them synchronised

The advanced features in this solution not only automate processes and save time; they also increase the accuracy of financial data and help keep you in compliance, while at the same time providing better visibility for faster, smarter decision making.

The Microsoft Power Platform: Getting you exactly what your firm needs

A solution packed with features ultimately isn’t enough; you need technology to support the processes that are unique to your business. The Microsoft Power Platform includes tools–Power AppsPower BI, and Power Automate (formerly known as Microsoft Flow)–that give everyone in your firm–not just programmers–easier access to business intelligence, app development, and app connectivity.

Best of all, the Power Platform extends Microsoft 365 and Dynamics 365 but also integrates with nearly any business application or system, including Salesforce, SAP, Oracle, or financial services point solutions. It enables you to easily build business apps and extend or customise the software solutions you use—in days, not months.

See what the Power Platform can do for your firm with HSO’s Proof of Concept engagement

A proof of concept is a simple, low-risk option that lets you see what the Power Platform can do for your firm. In a 5- to 10-day engagement, we work with you and your team to re-imagine your goal or challenge. The PoC engagement stimulates ideation and provides deliverables that demonstrate the value to expect when you go forward with a Power Platform project.

Read our success story

Your Financial Services expert

Brian Henry
Director - Financial Services