Streamline your deal process - without leaving your inbox.
Don’t leave complex transactions – worth millions with dozens of stakeholders – to a hodgepodge of excel spreadsheets and sales CRM software.
Our software platform is built for investment banking, and helps organize and streamline each step of your workflow.
Supporting exceptional IB firms, globally.
Simplify your business development and deal process.
Drive business development
Discover news, funding events, and intelligence to engage with wealth management teams, private equity firms, and other deal flow sources.
Streamline your transaction process
Handle multiple mandates with distinct pipelines and sync with document management solutions for speedier due diligence.
Make your network work for you
Identify the right capital providers for each deal - we categorize them by areas of focus, and gather their work experience and investments.
Don't lose touch with sponsors and deal flow sources - we provide reminders to maintain client relationships and investor connections.
Mine your team's network to get warm introductions to management teams and investors who could be buyers.
Your process, visualized your way
Automate the tracking of meetings, emails, company descriptions, prior investors, team members - all of the context in one place.
Customize your deal lifecycle with the stages and information that matches your business development process, with minimal data entry.
Assign tasks to team members, set reminders, and streamline your deal process to scale - from boutique to bulge-bracket.
Getting started is simple:
We integrate with, or upload data from, the tools and services you already use:
- Microsoft Outlook
- Excel (via data upload)
- And 1000+ other tools via Zapier
Already have a CRM system? We also integrate with select CRM systems to provide relationship intelligence alongside them. Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Other CRM solutions (via Zapier)