Fund placement agent CRM

The CRM for private equity fund placement agents looking for significant competitive advantage


Key benefits

IconInstant reports for your GPs

IconLP Demand pipeline management and next steps

IconComplete solution for fund placement agencies

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fund placement CRM

The complete fund placement agent software

Xeus fund placement software is an ERP system for placement agents to manage LP demand, produce reports for GPs and manage their team. With delegable tasks, shareable documents and easy to use pipeline Xeus offers a complete CRM solution for fund placements agents.



LP Demand pipeline and fund placement workflow

Managing fund placement doesn’t have to be complex if you have the right systems in place. Having a clear way to visualize your steps in placement, from prospect LPs with anticipated bitesize through to estimating demand size and close likelihood. To closing meetings, ensuring compliance, and much more. Xeus is a system that can be rapidly configured to your steps, processes and workflow.

LP Demand pipeline



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Fund Placement Agent CRM software