Private equity_

Accelerate value creation, streamline deal execution, and manage portfolio performance with intelligent, secure and scalable technology built for modern investment strategies.

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We understand private equity challenges_

Private equity firms are navigating a complex and competitive environment. Persistent inflation, high interest rates and geopolitical uncertainty have reshaped deal dynamics, making rigorous due diligence and disciplined valuations more critical than ever. Investors are increasingly focused on operational resilience, cash flow visibility and post-deal value creation.

Fundraising has become more selective, with Limited Partners demanding stronger track records, clearer ESG strategies and greater transparency. Meanwhile, General Partners are under pressure to deliver returns, manage risk, and differentiate themselves in a crowded market.

Operational due diligence, working capital optimisation, and digital transformation are now central to deal strategy. Firms must also address growing scrutiny around cyber security, data privacy and regulatory compliance – while maintaining agility to seize opportunities in niche sectors and emerging markets.

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Technology for private equity_

Microsoft provides a powerful suite of tools that help PE firms manage the full investment lifecycle – from deal sourcing and due diligence to portfolio monitoring and exit planning.

Dynamics 365: Enables firms to centralise deal pipelines, track investor relations and manage portfolio company performance. With real-time dashboards and automated workflows, teams can streamline reporting, improve collaboration and reduce manual effort.

Power Platform: Empowers deal and operations teams to build custom apps, automate fund administration tasks, and visualise KPIs with Power BI. This enables faster decision-making and greater transparency across the firm and its portfolio.

Microsoft Defender for Cloud: Ensures robust cyber security and compliance across hybrid environments. It helps firms detect threats, manage risk and meet regulatory obligations – critical in a sector where data integrity and investor trust are paramount.

How we help private equity_

We help private equity firms build secure, data-driven ecosystems that support every stage of the investment lifecycle. From deal origination to exit, we enable your teams to work more efficiently, collaborate securely, and make faster, insight-led decisions.

We work closely with your investment, operations, and IT teams to design and implement tailored solutions that align with your strategy – whether that’s digitising deal flow, enhancing portfolio oversight, or automating investor reporting. Our approach ensures your technology is scalable, compliant, and built for long-term value.

With access to the latest Microsoft innovations and deep experience in financial services, we help you unlock the full potential of your data, streamline operations, and deliver measurable impact across your portfolio.

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Common private equity FAQs_

What are the biggest challenges facing private equity firms today?

PE firms face increased competition for deals, higher interest rates and greater scrutiny from investors. There’s also growing pressure to demonstrate operational value creation, manage risk and meet ESG expectations – all while navigating complex regulatory environments.

How can Microsoft technologies support the private equity lifecycle?

Microsoft tools like Dynamics 365, Azure, Power Platform and Microsoft 365 help PE firms manage deal flow, automate reporting, monitor portfolio performance and collaborate securely. These tools support every stage of the investment lifecycle, from sourcing to exit.

What role does AI play in private equity operations?

AI helps automate due diligence, summarise investment memos, detect anomalies in financial data and enhance forecasting. Tools like Azure OpenAI Service enable natural language processing and document intelligence, saving time and improving accuracy.

What are the cyber security risks in private equity, and how can they be managed?

PE firms handle sensitive financial and operational data, making them targets for cyberattacks. Microsoft Defender for Cloud and Microsoft Sentinel provide real-time threat detection, compliance monitorin and incident response to protect firm and portfolio data.

How can PE firms improve investor reporting and transparency?

Using Dynamics 365 and Power BI, firms can automate investor reporting, track commitments, and provide real-time access to fund performance data. This improves transparency, builds trust and reduces manual reporting effort.

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Our specialist team of consultants look forward to discussing your requirements in more detail and we have three easy ways to get in touch.