Use Cases
fundraising, screening, deal-sourcing, portfolio-monitoring, investor-relations, reporting
Integrations
affinity, allvue-systems, assetmetrix, backstop, beauhurst, bloomberg, bureau-van-dijk, burgiss, crunchbase, dealcloud, dun&bradstreet, dynamics, dynamo, efront, factiva, factset, gmail, merger-market, microsoft-excel, microsoft-outlook, morningstar, onedrive, pitchbook, power-bi, preqin-data, s&p-capital-iq, s&p-global-market-intelligence, salesforce, sharepoint, tableau, thomson-reuters, yardi-systems
Office Functions
front-office, middle-office

Equipped

Equipped AI is at the forefront of redefining operational efficiency for global investors in private equity, private credit, and real estate sectors. Their robust enterprise software acts as a centralized hub, bringing together data, workflows, and reporting functionalities under one umbrella, thus offering a unified, real-time source of truth that is accessible anytime and anywhere. Besides their comprehensive software solution, they excel in providing data consulting and analytics services to fine-tune and optimize the data infrastructure of their clients. By offering flexible module integration with existing tech stacks, Equipped AI functions as a digital gel, seamlessly integrating with systems like CRM, Portfolio/Fund Monitoring, and Compliance & ESG, to foster streamlined and informed decision-making processes in the investment domain.

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