AVISE · A HOUSE FOR YOUR FIRM'S DEAL FLOW
§ 00 · WRITING
Where we sit, and where we do not.
Comparisons against the tools you are probably weighing us against, written to be useful rather than flattering. Each one names the firms we are the wrong answer for. If that is you, we would rather you found out here than on a call.
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AI CRM
AI CRM for private equity: what it does and what to ask
An AI CRM is a CRM where software does the typing and the first read, and a person makes the call. Here is what that should mean for a small deal team, what it cannot do, and the questions that separate a real tool from a label.
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AI IN FINANCE
How AI is used in finance
AI in finance is mostly unglamorous: reading documents, flagging odd transactions, scoring risk, drafting reports. Here is where it is actually used, what the surveys and regulators say, where it fails, and what it means for a small deal team.
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AVISE VS CARTA
Avise vs Carta
Carta built Deal CRM to be the system a deal team actually opens every Monday, and by its own account that is working. It is also not the same job as ours. Here is what Carta does that we do not, what we do that it does not, and the one FAQ answer that tells you which one you need.
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AVISE VS MADEMARKET
MadeMarket CRM: What It Is and How It Compares to Avise
MadeMarket is a CRM and deal management platform built for investment bankers. Here is what it does, what it does not publish, and how it differs from Avise, which screens the CIM that lands in your inbox.
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AVISE VS HUBSPOT
Avise vs HubSpot
A lot of deal teams already pay for HubSpot, for their sales team, and then try to run acquisitions through the same pipeline. Here is the honest version of what that costs you, with a source and a date on every claim about HubSpot.
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AVISE VS 4DEGREES
Avise vs 4Degrees
4Degrees and Avise both call themselves deal management software, and a demo of each will look similar for the first five minutes. They are not solving the same problem. Here is the honest version, with a source and a date on every claim.
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AVISE VS DEALCLOUD
Avise vs DealCloud
These are not the same product for the same firm, and pretending otherwise wastes your time. DealCloud is the serious incumbent in this category. Here is what it does that we do not, what we do that it does not, and the firm size where the answer flips.
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AVISE VS AFFINITY
Avise vs Affinity
Affinity is the best relationship intelligence product in private capital, and for a firm whose deals come out of a network it is worth what it costs. The question is whether that is the job you need doing, and how the maths lands at your headcount.
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AVISE VS SPREADSHEETS
Avise vs the spreadsheet you already have
Most firms we speak to are not choosing between us and another platform. They are on a sheet that works, and they want to know what actually breaks before they change anything. So: what actually breaks.
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