Consulting

Benefit from a single platform combining corporate finance information, CRM & Dealflow Management capabilities to get the most of your experience.

From Origination to Execution

View of the different interfaces of Arx Platform

Deals intelligence

Arx Platform has been created to assist you on a daily basis, whether you are identifying new prospects or searching for insights.

We have developed dedicated features for Consulting firms, including specialised Executive Search activity, Digital Advisory or ESG missions, to save time at every step of your process.

Key benefits and advantages:

  • Anticipate portfolio exits and optimise your origination process
  • Benefit from strategy & intelligence on portfolio companies
  • Obtain a clear overview of the market trends and investment statistics within your country or industry
  • Marketing and communication capabilities with direct access to professionals within the most reputable GPs in Europe

CRM & Dealflow management

Arx Platform integrates customised features for Consulting firms, inclusive of specialised Executive Search firms, Digital Consultants and ESG Advisors in regards to Contacts & Dealflow management.

More than a CRM, we have developed a global ecosystem allowing you to focus on your origination & execution process, instead of data collection or note-taking.

Discover how we support our clients to leverage their information & relationships to gain a clear overview of their interactions with prospects, clients and counterparties.

A dedicated and encrypted environment with separate servers, only visible to your team.

Our environment is hosted within the European Cloud, guaranteeing the protection of your data in regards to the US Cloud Act.

Benefit from Arx Platform’s information regarding investment firms, portfolio companies and corporates.

Access thousands of professionals’ emails & contacts details, ranging from portfolio managers to C-levels, with a single-click.

Arx Platform allows you to organise and manage all your contacts and companies in a clear and visual way.

Whether these contacts are coming from Outlook, Excel or a CRM system, we have developed customisable fields allowing you to recover, organise and filter all your notes and relevant data at any time.

You will also find monitoring tools and tailor-made statistics synthesising your different exchanges per contacts, projects or companies.

You will benefit from a completely customisable and professional tool dedicated to your process.

Manage your dealflow, from opportunity to mandate. Customise your process from pitches and kick-off meetings, to Q&A sessions. Tailor your actions per prospects and clients, from marketing actions, VDD pitch to closing.

We have developed dedicated Consultant features, such as an origination channel and a digital spreadsheet watchlist to closely monitor groups of companies or by industry, with a clear overview and statistics.

All these interactions are directly linked with your counter-part tracking and your CRM system in order to enrich and understand your work relationships and transaction habits within your ecosystem.

We have developed ergonomic Dashboards & Reports dedicated to Consulting firms, ranging from specialised Executive Search firms, to Digital Consultants and ESG Advisors.

You will always have access to the information you need, presented in a simple and synthesised manner. This is inclusive of your firm’s activity: forecasted fees, number of opportunities per sector, current missions by stages, average length for an execution, etc. or a personal understanding of your dealflow.

Arx Dealflow Management CRM view

Marketing and communication

Presentation of a live profile modification in Arx platform

A showcase for your firm

By becoming a client, you will have the opportunity to join the Arx Platform and to manage your profile online. 

Every client, whether from Consulting firms, Investment Banks, Corporate Finance Advisors or Private Equity firms, is able to describe its activity and control its communication.

Profiles are visible by thousands of Private Equity professionals, Family offices and Investors looking for a specific expertise, ranging from buy-side to sell-side Due Diligence with a specific sector understanding or geography presence.

What People Say About Us

Client Testimonials