Managing inquiries while evaluating investment opportunities? ThriveDesk’s AI customer service helps private equity firms handle questions about fund strategies, portfolio companies, and investment criteria automatically. Our AI tools provide instant responses about your investment approach, due diligence processes, and performance metrics – even during intensive deal periods. Improve stakeholder satisfaction with responsive communication while your team focuses on executing successful private market investments.
ThriveDesk AI transforms communications for private equity providers by providing immediate responses to common inquiries. Our solutions handle everything from fund information to process explanations, letting your investment professionals focus on deal sourcing and portfolio management.
Instant Fund Information
Provides clear explanations of investment strategies, sector focus, and capital deployment approaches.
Portfolio Company Updates
Shares appropriate general information about existing investments, holdings, and managed entities.
Due Diligence Process Explanations
Outlines evaluation procedures, assessment methodologies, and transaction timelines.
Investment Criteria Communication
Clearly explains target parameters, size thresholds, and sector preferences.
ThriveDesk AI helps investment firms deliver exceptional service while managing complex transactions and portfolio operations. Our tools ensure stakeholders get fast, accurate information while your team focuses on value creation and investment execution.
Fund Structure Information
Explains general organization models, term definitions, and partnership arrangements.
Performance Metric Explanations
Provides context for IRR calculations, multiple measurements, and comparative benchmarking.
Exit Strategy Information
Communicates general approaches to value realization, liquidity events, and investment harvesting.
Investment Timeline Expectations
Shares typical holding periods, development stages, and maturation frameworks.
Regulatory Compliance Information
Offers general guidance on reporting requirements, investor communications, and governance standards.
Capital Call Process Details
Explains contribution procedures, notice protocols, and commitment management.
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ThriveDesk has everything your team need to solve customer issues, faster
Everything you need to elevate your team’s email management and make them more productive, whether you have a team of 5 or 50.
Spam filtering
Remove clutter by automatically directing spam messages to a spam folder.
Default status update
Automatically update the status of tickets as ‘Pending’, ‘Active’, ‘Closed’ as soon as a team member opens it or makes any changes to it.
Multi-channel support
Support using email, live chat, contact form & API.
Auto BCC
Automatically send a copy of all outgoing conversations to a specified email address.
Canned replies
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Conversation report
Understand your team’s bandwidth and the biggest issues faced by your customers. Learn key metrics like: Number of conversations received vs closed, When your team is the busiest and which agent is performing the worst.
Snooze
Have tickets reopen automatically at a specified time in the future (similar to the snooze feature in your phone’s alarm).
Keyboard shortcuts
Perform repetitive tasks quickly and manage ticket resolution on the fly by using keyboard shortcuts.
Contact history
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Happiness report
You can view the overall happiness score of the service and also the individual happiness score of each member through the happiness report. The report also provides reasons for the ratings and reviews posted by customers.
Company report
Get insights on how much of your company’s sales revenue was influenced by ThriveDesk. You can also use the company report to gain useful insights on trends and problem areas to optimize your processes better.
Auto-responders
Set up automated acknowledgement emails or other auto-responders once a ticket is submitted. The most vital step to ensure customer satisfaction is getting an automated acknowledgement email set up as quickly as possible after the submission of a new ticket. This allows customers to feel more confident knowing their issue has been logged with us immediately and we're taking care of it right away!
Performance report
This report shows you the number of conversations that were assigned to each team or team member, the average turnaround time per ticket and much more.
Conversation history
By tracking recent conversation history, you can ensure that your customer has a more personal and seamless experience even if the support agent is different each time.
Connect with your existing tech stack
Integrate ThriveDesk software with tools for marketing, analytics and growth that you’re already using. Streamline repetitive tasks to gain more time to focus on things that matter.
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