Family Office

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

From Sourcing to Closing

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 screening your peers’ portfolio, preparing a primary deal or looking for insights about a transaction.

We have developped dedicated features for Family Offices Investors to save time at every steps of your process.

Selected examples below:

  • Anticipate portfolio exits and optimise your origination process
  • Access up-to-date M&A Partners, C-levels and in-house M&A contacts by industry, geograpy and revenue range
  • Receive qualified add-ons from our Tier-1 M&A clients by updating your profile and portfolio
  • Get market trends and Statistics on transactions by country, size and industry
  • Create alerts & notifications by companies and industries

CRM & Dealflow management

Arx Platform integrates customised features for Family Offices Investors in regards to Contacts & Dealflow management.

More than a CRM, we have developped a global ecosystem allowing you to focus on your origination & acquisition process instead of data collection or notes taking.

Discover how we support our clients to leverage on their information & relationships and gain a clear overview of their interactions with targets, clients, banks, debt providers and avisors.

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, advisors and corporates.

Access thousands of professionals emails & contacts details, ranging from portfolio managers, M&A Partners to C-levels, within a single-click.

From an investment target, a manager, a debt provider, a bank, a shareholder or a business provider.

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

Whether these contacts are coming from Outlook, Excel or a CRM system. We have developped 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 taylor-made statistics synthetising your different exchanges per contacts, projects or companies.

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

Manage your dealflow from opportunity to acquisitions ranked by stages, priority, probability of closing etc. 

Define your investment process from teasers received, investment memo phase, LOI sent or due diligence period.

We have also developped dedicated Investor features such as an origination channel or a digital spreadsheet “watchlist” to monitor closely group of companies with clear overview and statistics.

All these transactions history and current interactions are automatically associated and incremented within your CRM environment. Stay organise and benefit from your work relationships and transactions intelligence with your ecosystem.

We have developed ergonomic Dashboards, customisable Satistics & Reports dedicated to Investors. You will benefit from:

  • A complete overview of your firm activity: number of opportunity received, how many LOI sent, how many build-up reviewed, etc.
 
  • A clear vision of your business interactions: how many meetings with this advisor, how many times he has worked with my leads and portfolio, etc.
 
  • A personnal understanding of your own dealflow. 
 

You will always access this information synthetised in a simple manner.

Details of the opportunities and activities of a deal in ARX CRM

Marketing and communication

A showcase for your firm

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

Every client from Private Equity firm, VC firm, to Family office is able to create its firm, manage its team, update its portfolio and control its communication.

Profiles are visible by thousands of Corporate Finance Advisors, Investment bankers and Consulting firms looking for a specific Buyer with a specific sector understanding or a geography presence for a build-up, add-on or direct investment opportunity.

What People Say About Us

Client Testimonials