CRM Cleanup & Organization
We clean, deduplicate and structure the contacts, companies and history already living in your CRM so your team can trust what they see.
Data & CRM for lower middle-market private equity
Turn your data into your deal flow.
We help lower middle-market private equity firms and independent sponsors close more deals by cleaning, organizing and enriching the relationship data they already have, and turning it into a system of record they can act on.
Firms we partner with
What it means for you
Less time chasing. More time closing.
01
Spend less time raising capital, whether you are closing a fund or financing a deal.
02
Spend less time reaching out to intermediaries, owners and LPs who won't have deals or capital for you.
ACS allowed us to harness and utilize our institutional memory by aggregating our years of information into an actionable system of record that we were able to utilize immediately in the middle of an active raise.
Eric LentiniFirelight Capital PartnersWhat we do
Your relationships are your edge.
We make them usable.
Whether your history lives in a CRM, a folder of spreadsheets or both, we turn it into clean, complete data your deal team can act on the moment a deal lands.
Excel-to-CRM Migration
Years of spreadsheets become one organized CRM, so your institutional memory is searchable and usable instead of scattered across files.
Data Enrichment
We enrich the companies you already track and source data on new ones, filling gaps so every record is complete and ready for outreach.
Our process
Audit. Enact. Monitor.
A focused engagement with a clear plan up front, a fast build and ongoing support once your system is live.
- 01
Audit
Deep dive + planWe dig into wherever your data lives today: Excel files, a CRM or any other system of record.
Then we build a systematized plan to optimize your data and get the most out of it.
- 02
Enact
Typically 2 to 3 weeksThe build phase. We execute the plan and stand up your organized, enriched system of record.
- 03
Monitor
Ongoing, under SLAWe make sure the system works after launch. A service-level agreement lets us keep optimizing it for you.
Ready to put your institutional memory to work?
Tell us where your data lives today. We will show you what it could be doing for your next platform, add-on or raise.