Driving deals pipeline management with Oxane CREST

About the client

The client is an investment manager focused on opportunistic credit and fixed income markets globally. The client offers investment solutions ranging from hedge funds, closed-end drawdown funds and other types of investment vehicles to support various unique and dynamic investment needs.

The Challenge

The client had a large team of originators spread across various European locations and screened more than 300 deals annually. Managing all the originations data and analyzing investment merit of the deals was extremely onerous as they relied on Excel to manage these processes. This was hampering their ability to prioritize and analyze multiple deals concurrently, which in turn was affecting deal closures.

Read the case study to learn how Oxane CREST streamlined the pipeline management for the client and
  • Helped the client focus on critical deal activities rather than on organizing deal data
  • Enabled disparate deal teams to liaise seamlessly, smoothening operations
  • Provided deal analytics so they could focus on high-quality deals and improved success rate of deal closure

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