CRM Search & Insights Platform
One search across every premium data source, with validated records synced to Dynamics 365 in one click.
The Opportunity
The firm raises capital constantly, which means its inventory is investor intelligence: who allocates to what, who moved firms, whose mandate just changed. To hold that inventory the firm paid for several premium databases, Preqin, Dakota, FinTrx, ZoomInfo, and PitchBook among them, at roughly $20K per seat. The subscriptions all disagreed with each other. The same allocator appeared in four systems with three titles and two emails, and an analyst preparing outreach had to open each platform, compare the records by eye, decide which version to believe, and key the winner into Dynamics 365 by hand.
Key Challenges
Subscriptions at $20K per seat disagreed on titles, emails, and mandates, and none was the record of truth.
Cross-platform comparison and manual Dynamics 365 entry consumed a large share of every research day.
Conflicting fields and duplicates flowed into Dynamics, so outreach went out to contacts who had moved or changed roles.
Stale records slowed outreach exactly when fundraise timing mattered most, and allocators went uncalled.
The Process
Mapped research-to-outreach end to end and set targets for accuracy, speed, and CRM reliability.
Documented every internal and external platform and the fields where sources routinely disagreed.
Designed schema alignment, deduplication, and discrepancy-resolution rules across all sources.
Delivered one query across every source, side-by-side compare, and one-click sync to Dynamics 365.
Our Solution
A single, governed workspace that turns every financial data source into one search and one trusted record. One query pulls the CRM plus Preqin, Dakota, FinTrx, ZoomInfo, and PitchBook into a complete investor view. Side-by-side profiles flag conflicts and rank each record by confidence, so analysts act on data they trust. Validated records push straight into Dynamics 365 with no manual entry, no duplicates, and no stale fields.
Key Capabilities
Impact
Reconciliation came out of the daily routine. A record that once meant five open platforms, a judgment call, and hand-keying the winner into Dynamics 365 now resolves in one search with conflicts flagged and a confidence score attached. The recovered time, roughly 500 hours per week across the team, went to additional allocators profiled and additional outreach sent during open windows, producing a 25% lift in deals sourced. The CRM became the system where work starts, because every record in it arrived validated, scored, and current.
Key Results
- 500 hours saved per week across the team, reclaimed from cross-platform reconciliation and manual CRM entry
- 25% lift in deals sourced from additional allocators profiled and outreach sent during open windows
- CRM became the system where work begins, with every record validated, scored, and current
- Premium database costs consolidated into a single governed workspace
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