Private Equities

Microsoft 365

Editor's pick

The default enterprise suite: Office, Outlook, Teams, SharePoint

4.6From $7/user/moBest for Firms standardizing on Excel-centric workflows with enterprise security
Suite Email Docs Enterprise

Overview

Microsoft 365 bundles Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive into the productivity backbone most PE firms and portfolio companies already run on. Business plans were repriced effective July 1, 2026 (Basic to $7, Standard to $14 per user/month), with Copilot AI available as a paid add-on across the suite.

Key features

  • Word, Excel, PowerPoint desktop and web apps
  • Outlook email and calendaring with Exchange
  • Teams meetings, chat, and telephony options
  • SharePoint and OneDrive document management
  • Enterprise-grade security, compliance, and admin controls
  • Copilot AI add-on across the suite

Pros

  • Ubiquitous — Excel remains the lingua franca of PE analysis
  • Deep security and compliance tooling for regulated firms
  • One vendor covers email, docs, meetings, and storage

Cons

  • Admin complexity across licensing tiers and add-ons
  • Teams and SharePoint UX draw persistent user complaints
  • July 2026 price increases raised per-seat costs

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