Private Equity Software & Analysis Tool for Sustainable Retention
Revegy provides you with the tools you need to help your portfolio companies see the way to win.® Regardless of each company’s sales methodology, our sales execution platform can easily integrate with their existing CRMs, providing you with mouse-click access to the data you need to gain a comprehensive view of sales opportunities, activities, and performance across your portfolio.
Streamline Investment Management with Private Equity Software and Generate Returns
The more companies in your portfolio, the more complex it is to manage them well. Spreadsheets and disparate applications won’t get the job done. You need private equity software that easily and accurately tracks performance over multiple entities, simplifying workflows across your entire portfolio from deal tracking to reporting.
Manage Your Entire Portfolio with a Single Tool
Less is more. Revegy’s flexible private equity software platform integrates with the leading CRMs, enabling you to create a seamless flow of information between you and your portfolio.
Customize Platform Deployment
Your software, your way. Whether you intend to completely integrate your entire portfolio or deploy Revegy as a point solution in specific use cases, our private equity software can meet your needs.
Centralize Data with Advanced Private Equity Analysis Tools
So many systems, so little time. Revegy eradicates silos between your portfolio companies. Helping eliminate information gaps and improving your reaction time when you need it most.
Democratize Portfolio Knowledge
Make better business decisions. Revegy can deliver information to all stakeholders, reducing dependency on portfolio companies’ sales operations teams and exposing essential insights for your business.
Receive Custom Alerts Tailored for Private Equity Analysis
Always be in the know. Revegy users can configure custom alerts and get notifications on key events.
Create Bespoke Reports
Gain valuable insights with Revegy's private equity software. Users have the flexibility to personalize and store reports based on the metrics that are crucial to their achievements.
Socialize Performance Reports
Instantly view your most important metrics. Revegy makes it easy for reporting to become a regular part of your workflow, with easy-to-build and easy-to-share data visualizations and performance reports.
Ensure your Data is Safe
Protect your business from poor practices. Revegy’s proven and accredited enterprise-grade security features (ISO and SOC II compliance) manage user access and ensure all data is protected.
Accelerate Time to Value
Generate tangible results quickly. Leverage Revegy’s client services team and proven best practices for efficient implementation and on-boarding.
Manage your Entire Portfolio with a Single Tool
One plus one equals three. Revegy’s flexible platform integrates with the leading CRMs, enabling you to create a seamless flow of information between you and your portfolio.
Customize Platform Deployment
Your software, your way. Whether you intend to completely integrate your entire portfolio or deploy Revegy as a point solution in specific use cases, our sales execution platform can meet your needs.
Centralize Data
So many systems, so little time. Revegy eradicates silos between your portfolio companies, eliminating information gaps and improving your reaction time.
Democratize Portfolio Knowledge
Make better business decisions. Revegy can deliver information to everyone, reducing dependency on portfolio companies’ sales operations teams and exposing important insights for your business.
Receive Custom Alerts
Always be in the know. Revegy users can configure custom alerts and get notifications on key events.
Create Bespoke Reports
See the metrics that matter. Revegy users can customize and save reports using the data that means the most to their success.
Socialize Performance Reports
Instantly view your most important metrics. Revegy makes it easy for reporting to become a regular part of your workflow, with easy-to-build and easy-to-share data visualizations and performance reports.
Ensure your Data is Safe
Protect your business from poor practices. Revegy’s proven and accredited enterprise-grade security features manage user access and ensure all data is protected.
Accelerate Time to Value
Generate tangible results quickly. Leverage Revegy’s client services team and proven best practices for efficient implementation and on-boarding.
Scale Portfolio Companies Successfully with Private Equity Tools
Private equity firms are placing a higher focus on managing risk and improving operational efficiency at portfolio companies, but it can be difficult to gain the necessary transparency to track multiple sales funnels, processes, and productivity and provide organization-specific guidance to achieve long-term success.
Measure What Matters with Private Equity Analysis Tools
Check progress against plans. Revegy’s data analytics and reporting allow you to capture critical quantitative and qualitative data, track milestones, and manage risk to maximize your return on investment.
Improve Pipeline Retention with Private Equity Software Solutions
Mitigate risk. Revegy enables you to understand the true health of accounts in each portfolio company’s pipeline so you can provide the necessary coaching to prevent accounts from dropping out of the sales funnel.
Grow Wallet Share with Effective Private Equity Tools
Identify additional use cases. Revegy’s relationship maps help you understand the broader organizational landscape in each of your portfolio companies’ accounts, uncovering additional opportunities to position products and services.
Identify Whitespace
Understand the total addressable market. With Revegy, you can visualize your portfolio companies’ product footprints in relation to unmet needs to develop an effective go-to-market strategy for expansion opportunities.
AI-Powered Account Details
Enhance your sales effectiveness with Revegy’s AI-powered account research tool, delivering rapid insights into strategies, risks, and market trends to help teams make informed, customer-centric decisions that drive revenue growth.
Set the Right Priorities
Assess opportunity age and deal risk. Revegy provides you with a clear view into which of your portfolio companies’ opportunities are high value and which are likely to close, so you can help them be more strategic.
Improve Forecasting
Build predictable pipelines. Revegy uncovers deep insights into your portfolio companies’ sales pipelines and provides a data-guided process to help you build accurate forecasts and keep your portfolio on target each quarter.
Coach to Outcomes
Accurately assess performance. Revegy’s robust reporting and analytics allow you to compare forecasted and actual sales performance in portfolio companies and identify where your attention is necessary.
Stay One Step Ahead
Revegy gives you the reporting and analytics you need to empower your portfolio companies to sell smarter and faster. See what our customers have to say.
