Private Equity Firm Relies on Dynamics 365 Sales and Dynamics GP to Manage Important Investments and Client Relations

MainLine Investment Partners (MLIP) is a successful private equity firm that was first founded in 2011. The company is headquartered in Wynnewood, Pennsylvania, but it provides investment advice and portfolio management services to high-growth companies throughout the U.S. MLIP focuses on investing in real estate assets, private wealth management firms, multifamily residential property management, and other operating businesses. MLIP is a leader in its field as the company has over 70 years of experience and is currently responsible for managing $1 billion of invested capital and assets.

Bond Consulting Services (BCS) first partnered with MLIP in 2015 to deploy Dynamics 365 Sales to manage investor communications and reporting. The BCS Team helped to integrate Dynamics 365 Sales with Dynamics GP and other operational systems, enabling a collaborative sharing of data with MLIP, its partners and clients. The solution included extensive custom reports for investment management and clients, including Power BI for dashboard views of key information for management. MLIP uses Dynamics 365 Sales to track all client communications, enhancing its trusted relationships and ability to deliver value. The efficient and successful deployment of Dynamics 365 Sales integrated with Dynamics GP has been instrumental in enabling growth in its portfolio and client base, while maintaining excellent client satisfaction.

For over 5 years, MainLine Investment Partners has trusted BCS as their business systems advisor and partner. Bond Consulting Services looks forward to providing continued support and excellent customer service to MLIP for many more years to come.

For more information on the benefits of Dynamics 365 and Dynamics GP, email support@BondConsultingServices.com or schedule a free consultation!