Transforming Investor Data Management for a UK-Based PE Real Estate Fund

The Roadblocks

• Unstructured Meeting Notes: Lack of a standardized system made investor follow-ups inconsistent.
• Siloed Data Across Systems: The CRM and external investor databases were disconnected, leading to duplicate and incomplete records.
• Outdated Investor Profiles: Missing or incorrect contact information hampered effective outreach.
• Manual Data Updates: The firm relied on time-consuming processes to track investor information.

How Decimal Point Analytics Solved It

Creating a Standardized Meeting Notes System

• Implemented a uniform structure for capturing investor interactions, ensuring key details were recorded efficiently.
• Enabled seamless retrieval of past meeting insights, improving engagement strategies.

Seamless CRM & Database Integration

• Merged external real estate-focused investor data into the firm’s Salesforce CRM for real-time updates.
• Identified and updated common investor records, ensuring consistency across platforms.

Investor Data Enrichment & Profiling

• Imported missing investor information, filling critical data gaps.
• Enhanced investor profiles with updated contact details, improving outreach efficiency.

The Impact

• Standardized investor engagement tracking, enhancing meeting productivity.
• Fully integrated investor databases, eliminating duplicate and outdated records.
• Real-time CRM updates, ensuring investor information remained accurate and actionable.
• Stronger investor relationships, backed by reliable data and seamless follow-ups.

Looking Ahead

For private equity firms, accurate and structured investor data is key to effective fundraising and engagement. With DPA’s CRM automation & data expertise, firms can eliminate inefficiencies, enhance investor profiling, and make data-driven decisions with confidence.

Is your investor data holding you back? Partner with Decimal Point Analytics to unlock the power of seamless CRM integration and data-driven investor insights.