PrivateCircle Markets vs SUSAN

PrivateCircle is India's most-trusted private market intelligence platform, used by marquee institutions, banks and corporates. Powered by this intelligence, PrivateCircle Markets matches capital providers with capital seekers. Companies can now directly engage with investors for their fund raise. Investors can now discover companies to build a relevant deal flow funnel, based on their preferences. PrivateCircle Markets is our reimagination of intelligence-driven private market transactions. PrivateCircle Markets offers 1. Fundraising for Companies 2. Deal flow, engagement and portfolio management for investors 3. Business opportunities for intermediaries All the reasons why users love PrivateCircle Markets: • Free Account Opening • Market Scale Intelligence • Attractive Success based Fees • Access to fresh curated matched deals and opportunities Let's walk you through everything on PrivateCircle Markets. Capital Seekers include Companies (Startups) Founders choose investors to engage with based on the strength of the match and also the detailed profile of the investor including recent transactions, investment returns, ownership, and the team. Based on the round structure, companies are matched with relevant investors including institutions and individuals. Capital Providers include VC Funds, Family Offices, HNIs and Corporates Investors are matched with both actively raising companies and also companies that are slated for fundraise. Investors then choose to engage with companies based on their interest and strength of the match. Investors get to see the founders’ note and detailed profile of the company including audited financials, captable, transactions and team profile. This intelligence-first approach enables investors to evaluate business growth in recent years and can begin further engagement from this deeper knowledge of the company. Investors can choose to connect with the founders and get access to the pitch deck and data room. Institutions and individual investors on PrivateCircle Markets onboard and set up their investment preferences which includes: 1. Sectors/sub-sectors, 2. Stage of entry 3. Ticket size and valuation preferences. Intermediaries including Wealth Managers, Investment Bankers, Venture Networks and Deal Originators (Scouts and others) PrivateCircle Markets recognizes the important role of intermediaries in private markets and allows for multiple ways to engage with them on specific deals and finding suitable opportunities. PrivateCircle Markets works with all intermediaries on an attractive revenue share basis. PrivateCircle Markets is operated by BharathiAsha Technologies Private Limited with registered office at MKB Plaza - 4th Floor, 7th Main, Motappapalya, Indiranagar, Bengaluru - 560008. T&C: https://privatecircle.co/terms-conditions Privacy policy: https://privatecircle.co/privacy-policy

SUSAN-IB, the Seriously Useful Sales Activity Navigator for Investment Banking, is a cutting-edge, fully customizable Customer Relationship Management (CRM) platform meticulously designed to cater to the unique needs of professionals in multiple business sectors. Built with precision and flexibility in mind, SUSAN-IB empowers users to streamline their daily operations, enhance productivity, and gain actionable insights through robust reporting and tracking capabilities. At its core, SUSAN-IB enables users to accurately capture and report a wide range of daily activities critical to sales and client management. From logging phone calls and emails to tracking research distribution and other critical tasks, SUSAN-IB ensures that every interaction is documented with ease and precision. This comprehensive activity tracking allows users to maintain a clear, organized record of client engagements, fostering stronger relationships and enabling more strategic follow-ups. Beyond day-to-day activity management, SUSAN offers specialized tools for tracking the coverage and lifecycles of Deals and Opportunities. The system provides granular visibility into how efforts align with management of deal pipelines. Deal tracking capabilities allow teams to stay on top of transaction progress, from initial outreach to closure, ensuring no opportunity slips through the cracks. SUSAN-IB’s reporting suite known as Report Builder is a standout feature, offering tailored reports for various users within the organization. These reports are designed to support productivity by providing actionable insights into performance metrics, client engagement trends, and coverage efficiency. Whether it’s assessing individual or team performance, identifying bottlenecks, or evaluating the success, SUSAN-IB’s reports empower users to automate and make data-driven decisions that enhance operational efficiency and drive results. The platform’s fully customizable nature sets it apart from traditional CRM solutions. SUSAN-IB can be tailored to fit the specific workflows, reporting needs, and operational structures of any organization, ensuring seamless integration into existing processes. This flexibility makes SUSAN-IB an ideal solution for firms of all sizes. In addition to its core functionalities, SUSAN-IB is designed with user experience in mind. Its intuitive interface minimizes the learning curve, allowing users to quickly adopt and leverage the platform’s capabilities. With SUSAN-IB, organizations can transform their investment banking operations, improve client engagement, and achieve unparalleled productivity. The Seriously Useful Sales Activity Navigator is more than just a CRM - it is a strategic partner for success in the competitive financial services industry.