The #1 Investors CRM connected the dealmakers to close the best deals

Structure your deal flow with the #1 Private Equity CRM connected to the Private Equity, Corporate and M&A communities to close the best deals

Your M&A CRM available everywhere, mobile and descktop
Key players in corporate finance trust us

Arx Private Equity CRM

Private Equity Deals 

Contacts

Activities 

Dashboards 

Arx Database

Mobile Application

API 

Security 

Arx Modules 

Marketplace for Private Equity

Enpower Your
Deal Flow Management

Our dealflow management module, specifically designed for investors, enables them to efficiently and comprehensively manage their acquisitions, exits and fundraising processes with a 360-degree management of all interactions and counterparties.

In addition to that, the native integration with Arx Database, Arx Network, and our other modules significantly enhance the capabilities of our dealflow management module. These synergies distinguish it strongly from the competition, making it truly unique in the market. In summary, with our Deals Module, you will be able to :

1 Effectively Structure your Dealflow

2 Empower and Automate your Deal Sourcing

3 Work Faster on your Execution

Acquisition

Add-on

Exit

Fundraising

Leverage the Intelligence of your Relationships and Contacts

1 Consolidation of all your contacts into a singular shared contact base (while preserving your personal contact base)

2 Bidirectional integration and synchronization with Outlook, associated with the shared base

3 Enrichment of contact base information via the Arx Database (email, phone numbers, etc.)

Capitalize on the unification of your contact base to enhance the monitoring and analysis of your interactions, and to maximize the utilization of your network.

Arx Database : Import contacts, Outlook connector

Increase Efficiency in Tracking your Interactions and Activities

1 Monitor your calls, exchanges, and meeting report

2 Manage your tasks and activities

3 Schedule and notify reminders and events

Enhance team collaboration, escalate productivity and efficiency by tracking and intelligently utilizing your activities to identify more opportunities and close the best Private Equity deals.

Transform Your Data into Decision Making

1 Enhance your comprehension of financing and investment activities through real-time data analysis (deals, contacts, organization, activities…) with fully customizable dashboards

2 Guide your business based on your KPIs (closed deals, ongoing opportunities, sourced deals…), identify opportunities, risks, and make informed decisions.

3 Improve communication through the periodic sending of dashboards by email

Dashboard of Arx CRM Deal Flow for M&A, Private Equity and Corporate

Link your Private Equity CRM to 4000+ Applications and Automate your Workflows

Thanks to our Arx CRM connector for Zapier and Microsoft Power Automate, effortlessly link your opportunities, pipeline, contacts, activities (…) to over 4000 third-party applications and create automations without any coding expertise. With a few clicks, you can synchronize data, automate repetitive tasks, and develop customized workflows to source more opportunities and execute deals quicker.

Mobile Application

Gain flexibility and stay connected with your team and with the ecosystem

1 Real-time synchronization with the CRM

2 Voice note taking of activities

3 Available on IOS and Android

How Arx can help your organisation

Get in touch with us and experience a personalized demo.

They are Talking About Us

Find out why they trust Arx

Seven2 Private Equity

Arx Corporate Finance’s teams proved themselves from the outset with their very powerful tool, which corresponds to our daily professional reality. Its holistic overview of the Private Equity market and the trustworthiness of the information provided by Arx Platform are highly useful tools for our sourcing process.

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Aida Ben Lamine
Business Developer Manager

Arx Platform is a very powerful tool for our market coverage in Private Equity. Its local approach means that its content is trustworthy, always satisfying the stringent requirements of our profession. Arx Platform allows us to anticipate the potential exits of our counterparties, and it is useful to have access to the portfolios in a downloadable PDF form.
tatiana-de-Dalmas
Tatiana de Dalmas
Business Developer