Sandton Capital Transforms Portfolio Management with a Tailored Dynamics 365 Platform

Project Overview Summary

Sandton Capital, a private equity firm with a global portfolio, partnered with GOBI Technologies to modernize its deal lifecycle and investor management operations. By implementing a customized portfolio management platform built on Microsoft Dynamics 365, the firm unified data across teams, improved decision-making, and enhanced transparency across all stages of the investment lifecycle.

‍

Challenges

As Sandton Capital expanded its investments and deal pipeline, their existing tools were no longer sufficient to support the volume and complexity of their operations. Key challenges included:

• Fragmented Investor Data: Managing investor interactions and capital raises across disparate spreadsheets and tools made it difficult to track communications, interests, and commitments in a consistent way.
• Disjointed Deal Flow: Without a centralized system, the firm lacked visibility into its deal pipeline, making it harder to prioritize opportunities and align teams across geographies.
• Manual Reporting Burden: Generating reports for internal review, LPs, or compliance involved time-consuming processes and inconsistent data sources.
• Limited Operational Oversight: Leaders had no single source of truth to monitor performance across funds, portfolio companies, and internal operations.

Solutions

To address these challenges, GOBI Technologies deployed a purpose-built private equity management solution using Microsoft Dynamics 365, customized specifically for Sandton Capital’s business processes:

• Investor & Relationship Management
  Centralized CRM capabilities to manage investor relationships, track communications, and streamline fundraising workflows. The platform now enables the team to understand key relationships, track referrals, and manage outreach with full visibility.
• Deal Lifecycle Tracking
  A robust workflow to manage every stage of deal origination, diligence, approval, and execution—ensuring that the team collaborates efficiently and has real-time access to key insights at every stage.
• Portfolio Management & Reporting
  A unified view across investments, allowing the firm to monitor performance, financials, and key milestones across its portfolio. Custom dashboards and reporting tools provide actionable insights while reducing manual effort.
• Operational Intelligence
  Executives now have a holistic picture of activities across deals, investor interactions, and firm-wide performance—supporting better strategic decisions and improved compliance workflows.

‍