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Creating a CRM Database to Track Opportunities for a Healthcare Investor

15 Dec 2025
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Objective and Scope:

The client, a UK-based investor specializing in the healthcare and life sciences sector, was looking to track and profile its potential target companies and partners. It wanted to develop a comprehensive database and sought Benori’s support to:

  • Review and augment information on existing target companies
  • Review and augment information on service providers, including individual industry experts, professional advisors, lenders, limited partners (LPs), and general partners (GPs)
Approach:

Our approach was to consolidate the contacts and leads lists and categorize them to identify information gaps. We then conducted secondary research through company websites, reports, and third-party databases to track, verify, and augment client data requirements. The collated data was prepared to help track and profile potential partners, suppliers, and competitors.

Impact:

The research helped the client in:

  • Developing a detailed client database and classifying its portfolio to identify sector-relevant clients
  • Implementing a one-stop platform to search for any potential company or contact across all service lines
Written by

Team Benori

Published on 15 Dec 2025

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