About CVCapital

CVCapital was founded in 2007 and is an international investment bank specializing in strategic financing and industrial mergers and acquisitions. The company is deeply engaged in fields such as TMT, consumption, healthcare, and advanced manufacturing, providing services such as private equity financing, mergers and acquisitions, and listing consulting for high-growth enterprises. CVCapital gathers a large number of financial talents with profound industry knowledge and rich transaction experience, and has a global perspective. In 2014, CVCapital expanded overseas, obtained a US brokerage license, and established offices in North America, Europe, Asia, and other places. With professional services, CVCapital has participated in several typical industry cases, helping enterprises achieve strategic upgrades.

Business pain points

• The client currently uses Salesforce as the business system.
• The registration of investment institution and investor visit information through Teams and Excel has low collaboration efficiency, and the data cannot be effectively utilized.
• The cost is high, and the user experience is not good.
• The client hopes to have a set of professional customized platforms to meet the needs of the business department. For example, business opportunity management, customer management, report management, etc.

Client requirements

Full consideration needs to be given to the user experience, future scalability, data security, and data permission control of the platform.
• The account of this platform needs to be consistent with the identity of Office 365.
• The platform can be associated with Office 365 components, such as Sharepoint, email, etc.
• The platform can well support PC browsers, Mac computers, and mobile phone apps.
• The platform is convenient for users to use and has a good experience.
• The search and filtering functions are powerful and efficient.
• Strict user permission control.
• The security of the platform and data is guaranteed through functions such as MFA and threat protection.
• Data can be seamlessly connected to Power BI for data analysis.

Solution

Nova developed the business management system through the Microsoft Power Platform development platform, ensuring user experience, future scalability, data security, and permission control.

Client benefits

• Based on the development of the Power Platform, we ensure the consistency of the platform account with the M365 identity.
• The platform can be effectively associated with M365 components, such as Sharepoint, email, etc.
• User permissions can be strictly controlled, and the security of the platform and data can be guaranteed through functions such as MFA and threat protection.
• Data can be seamlessly connected to Power BI.