The Marketing Technology Landscape for Private Equity Marketeers

Your go-to directory for the tools shaping how brand builders and capital raisers work in the private markets. From CRM systems to design platforms, this resource helps you navigate what’s out there, what’s useful, and what your peers actually think. Members can not only explore the tools listed here, but also leave and access in-depth reviews to see what’s working (and what isn’t) inside firms like theirs. Ready to contribute and unlock full access?

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The Marketing Technology Landscape for Private Equity Marketeers

  • Account Based Marketing (ABM) Tools

    Identify anonymous web traffic and intent signals to prioritize your target accounts.

  • Corporate Swag & Gifting

    Elevate your brand presence and build lasting relationships with a curated selection of corporate swag and gifting solutions.

  • CRM

    In private equity, relationships are key to success. Explore which customer relationship management tools are used in the space.

  • DDQ Tools

    In private equity, due diligence is a constant. Explore which DDQ automation and investor data platforms are being used across the industry.

  • Design tools

    Design

    Which tools can you use to design brand-aligned assets such as a template for deal and exit announcements.

  • Email Marketing & Automation

    Send newsletter as well as targeted email campaigns quickly and conveniently.

  • Family Office Databases

    Find family offices and their allocation data using these family office databases.

  • Investor Databases

    Find limited partners and their allocation data using these investor databases, split by investor types.

  • Private Company Databases

    Access reliable and up-to-date information on private companies.

  • Project Management

    Plan, coordinate, and execute every aspect of project planning.

  • Search Engine Optimization (SEO)

    Gain the insights you need to increase web traffic, rankings, and visibility in search results.

  • Virtual Data Rooms

    Virtual data rooms (VDRs) are critical tools that enable seamless communication and transparency while maintaining strict confidentiality.

  • Virtual Events

    Run your next virtual AGM, webcasts, and other events using these event platforms.

  • Website Builders

    Need to build or upgrade your website or build a micro-site for a specific event? Use these simple website builders to avoid large agency fees.