Capix is in private beta with limited spots available.
Schedule a demo and answer the questions below.
Private debt firms are under increasing pressure to move quickly, assess risk accurately, and uncover high-quality lending opportunities before the competition. Enter ChatGPT: a generative AI tool that, when integrated with platforms like Capix, transforms how private debt teams source deals, evaluate creditworthiness, and support portfolio companies.
As private equity evolves in the AI era, firms are embracing tools like ChatGPT to streamline sourcing, improve diligence, and make faster, better-informed investment decisions. When paired with purpose-built platforms like Capix, ChatGPT transforms from a general AI tool into a deal-making engine customized for the PE workflow.
Artificial Intelligence (AI) is revolutionizing the private equity (PE) landscape, enhancing deal sourcing, due diligence, portfolio management, and operational efficiency. In 2025, PE firms are increasingly adopting AI tools to gain a competitive edge in a dynamic market. This article explores the top AI tools transforming private equity operations.
Overview of the best AI tools for investment banking and M&A professionals.
**Best CRMs for Placement Agents: Track Fundraising Mandates and Maximize Investor Coverage** Looking to upgrade your CRM? This article explores why placement agents need purpose-built CRM tools, the key features to look for, and the top platforms designed to support mandate execution, investor engagement, and compliance. *June 10, 2025* *5-minute read* Placement agents operate differently than traditional sales teams. Their role is to connect fund managers or private companies with institutional investors — a process driven by long-term relationships, strategic introductions, and fundraising execution. A generic CRM won’t cut it. The best CRMs for placement agents are purpose-built for capital raising — helping track mandates, segment LPs, monitor investor engagement, and support compliance.
**Best CRMs for Private Debt Firms: Manage Pipelines, Relationships, and Risk with Precision** Looking to upgrade your CRM? This article explores why private credit firms need deal-focused CRM platforms, the essential features to consider, and the top systems that support origination, underwriting, investor reporting, and portfolio monitoring. *June 10, 2025* *5-minute read* Private debt firms operate in a relationship-driven world — but with workflows that differ from equity investing. From sourcing direct lending deals to managing portfolio risk, private credit teams require CRM systems that can track complex borrower interactions, internal approvals, and ongoing covenants — all while integrating tightly with compliance and investor relations. The right CRM helps credit investors streamline deal flow, centralize communication, and track performance through the full lifecycle — from origination to repayment.