TerraProtein Equity Partners has partnered with Satuit Technologies, a provider of cloud-based and on-premise CRM, reporting and portal software solutions.
The Edinburgh-based investment and advisory boutique has chosen the company’s SatuitCRM solution for its client relationship management system. The system will be used by to TerraProtein to enhance its ability to manage deal flow and fund raising.
SatuitCRM is CRM software for buy-side investment professionals including institutional asset managers, private equity, wealth managers, hedge funds and alternative investments. The platform helps users manage the increasing challenges associated with industry regulations and compliance according to company.
“We are pleased to have been selected by TerraProtein and to be given the opportunity to help them capitalise on SatuitCRM’s capabilities for private equity,” said Satuit founder and CEO Karen Maguire.
The software claims to provide a number of benefits including users manage legal and compliance workflow, automate client and investor reporting, track complex relationships, manage travel planning and road shows, and makes it easy capture and sharing of sales and client investor information, among others.
Satuit’s founder and CEO, Karen Maguire, started the company in 1994. Headquartered in Braintree, MA, and with additional offices in Salt Lake City and London, Satuit now serves over 350 clients in more than 35 countries.
Prior to founding Satuit Maguire headed a sales consulting firm focused on the institutional asset management industry, working with many of the world’s largest and most successful fund managers. She was previously managing director of marketing for the Bank of Boston’s institutional investment division, Dewey Square Investors and has extensive experience in institutional investment sales.
In the reporting sector, Apttus, a AI-powered quote-to-cash and contract lifecycle management company, recently added IBM to its Series E funding round. While Lombard Risk, a provider of regulatory reporting and collateral management solutions, recently accepted a £52m takeover offer from software firm Vermeg.
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