Case Study: Private Equity Firm achieves maximum relationship visibility and accelerated proprietary deal sourcing with RelPro

Private Equity Firm Aggregates Relationship Intelligence for Maximum Visibility and Opportunity

Private Equity Firm struggled with fragmented relationship data and one-off analyst research that wasn’t shared firmwide; their COO wanted a systematic, scalable way to “connect the dots” and surface relationship intelligence for target acquisitions. To address this, the firm engaged RelPro, using RelPro and RelPro data services to centralize and standardize their relationship information.

RelPro aggregated the firm’s disparate datasets, removed overlap, enriched records with context from advisors and portfolio executives, and used analytics to identify connections to targets. As a result, RelPro is now used daily by business development and transacting teams, uncovered several thousand new CRM connections, provided contact details and relationship insights to accelerate proprietary deal sourcing, and delivers outsourced research and rich profiles that help the firm differentiate itself in diligence and meetings.