Private equity management software: Built on the power of Microsoft Dynamics 365

One solution. One platform. Fully integrated. 

PECast is private equity management software built on the Microsoft Dynamics 365 Customer Engagement CRM platform, with built-in partner/portfolio portals and back-office integration capabilities.

Private equity management made easy:

  • Ability to capture all the data elements, processes and relationships required by private equity firms
  • Power of choice with deployment options: hosted cloud service or on-premises
  • Technology that delivers results to business stakeholders and partners
  • Standard Microsoft Outlook and Excel integration

Flexible, customizable, easy-to-use back-office accounting and reporting

  • Deal pipeline: Track and follow the lifeline of prospective deals
  • Portfolio company tracking: Track due dates, documents, entity relationships and key information related to portfolio companies
  • Fundraising: Set fundraising goals and measure sources, activities and commitments
  • Investor relations: Link and group related investor entities for consistent and relevant reporting
  • Web portal: Take advantage of integrated web portals hooked to your websites; allow limited partnerships and portfolio companies to log in
  • Alerts and workflows: Set alerts for key data or specific events
  • Marketing and reporting: Use e-mail marketing and campaign response automation, as well as built-in flexible reporting and business intelligence
  • Microsoft Dynamics 365 Customer Engagement CRM functionality: Take advantage of standard functionality included in the CRM platform


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