What it models out of the box
Mandatzo: A mandate: client, stage, buyer list, fee basis and retainer
A general sales CRM: A contact, an account and an opportunity with one amount on it
For a boutique investment bank, an M&A advisory firm or a sell-side brokerage running live client mandates, and for a private equity or venture desk tracking its own deal flow.Not for a business owner selling their own company, not for fund administration, and not for anybody who needs a data room: a mandate has one, this is not one.
An investment banking CRM built around the mandate, not the contact
A deal desk does not have customers, it has mandates: an engagement with a stage, a buyer list, an outreach log and a fee that only arrives if the process closes. Most CRMs model a customer and a sale, so the buyer list ends up in a spreadsheet per deal and the outreach in a mailbox per banker, and nobody can say where a process is without asking the analyst who owns it. Mandatzo models the mandate. The worksheets below are free and do a real job on their own.
$69 a month for the whole desk, not per seat. Cancel yourself any time.
- 3free tools on this site
- 530US searches a month
- M&A mandate management
The tools, free and open
Free to use. No account, no card, no trial clock.
- CIM investment banking Price the CIM: sections, pages a section, analyst hours a page, review hours and a loaded hourly cost. Free
- Investment banking deal flow Value the live book: mandates on the desk, the share that reach close, average enterprise value and the success fee percentage. Free
- Investment banking fees Price a mandate: enterprise value, success fee percentage, monthly retainer and months to close, and it returns the fee at close, the retainers billed, the total and what is payable if retainers are credited. Free
Mandate, list, stage
The three things a deal desk loses track of, kept in one place
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A deal is a record, not a folder
One record per engagement with the client, the stage, the fee basis and the retainer on it, so the answer to where is this process is a page rather than a conversation with the analyst who owns the spreadsheet.
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Every buyer, tiered, with where they got to
Strategics and financials in one list per mandate, each with the tier you put them in, whether the NDA came back and what they said, so the list survives the person who built it leaving.
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What the mandate earns, before it closes
The success fee, the retainers billed and what is payable at close if retainers are credited, computed on the deal value you actually expect rather than the one in the pitch deck.
The answer is yours. Keeping it is Mandatzo Pro.
You have the answer. Pro keeps it: the mandate, the buyer list, the stage each buyer is at, and what it looked like last month.
- Keep a copy on your own machine, not just in ours.
- No Mandatzo mark on anything you send a client.
- Close the tab mid-mandate and come back to it exactly as it was.
- Your firm's mark on every printed list and working.
- Outreach to a buyer list sent from the record, not from one banker's mailbox.
- Take a retainer by card without leaving the mandate.
- Retainers and fees land in your accounting system without being rekeyed.
$69 per month, whole team
$69 a month for the whole desk, not per seat. Cancel yourself any time. Billed monthly. Cancel any time from your account page. Price and renewal terms are shown before checkout.
Should we just use Salesforce?
If your firm already runs Salesforce or HubSpot for something else and has somebody who will build the objects, build them there: a configured suite will beat any small tool, and you should not pay twice. Mandatzo is for the desk that has nobody to configure anything and is running on a spreadsheet per mandate today.
What the buyer list is
Mandatzo: A first-class list per mandate, tiered, with NDA state per buyer
A general sales CRM: Usually a custom object somebody has to build, or a spreadsheet attachment
What it costs to start
Mandatzo: The worksheets are free; Pro is $69 a month for the desk
A general sales CRM: Per seat, per month, plus whoever configures it
Who sets it up
Mandatzo: Nobody: the mandate exists the moment you add a client
A general sales CRM: An admin or a partner, before the first mandate goes in
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