CRM for investment bankers
- Success fee at close
- $600,000
- Retainers billed over the process
- $112,500
- What the mandate earns in total
- $712,500
Every figure printed on this site is arithmetic on the worked example we publish: a $12,000,000 enterprise value at a 5% success fee, a $12,500 monthly retainer over nine months, 14 live mandates closing at 35%, and a CIM of 9 sections at 6 pages drafted at 1.8 hours a page for $95 an hour. Change any of those on a worksheet and the numbers change with them. Nothing here is a market statistic and nothing is quoted from a third party.
A CRM for investment bankers is a relationship problem before it is a pipeline problem. The mandates a firm wants most are the ones nobody ran a beauty parade for, and those come from relationships that were warm three years before the engagement existed: a founder met at a conference, a lawyer who owes you an introduction, an operator who now runs something interesting. The pipeline is the easy half to model. This page sets out what the record has to hold for the hard half, and where the expensive relationship-intelligence tools earn their price and where they do not.
Open the Investment banking fees Free to use. No account, no card, no trial clock.
Sources first, mandates second
Who brings you work is a smaller and far more stable list than the work itself, and it is the list that compounds. Record the source on every pitch from the first day or you never learn which channel is paying for itself.
Mark proprietary against intermediated at entry
A banked process and a proprietary approach have different win rates and different economics. Mixing them in one funnel makes both numbers meaningless within a quarter.
Keep the pitches you lost, with the reason
Most of what a desk pitches, it does not win. The reason is the asset: in eighteen months, fee too high and wrong sector are completely different signals about the same company.
Re-approach on a clock, not on a memory
A loss is a date, not a verdict. A record with a last-contact date turns a dead file into next year's proprietary mandate, which is the entire argument for keeping one.
Will it do what you need for CRM for investment bankers?
Tell us what your desk runs on today and what breaks first.
CRM for investment bankers: common questions
Do we need something that reads our email? If your edge is a partner network too large to maintain by hand, that class of tool earns its price. If your flow is a few dozen known sources, it is an expensive answer to a problem you do not have.
Is it per seat? No. One plan at $69 a month for the desk, because a record only one person can see is the problem we are trying to fix.
Can a private equity or venture desk use it? Yes. Sourcing, passing and re-approaching is the same shape on the fund side, and the stage names are yours to set.
Mandatzo Pro
Keeping what you make
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.
- Every mandate, buyer and working out in one file, in one click.
- 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.
$69per month, whole team
Start Mandatzo Pro PricingMandatzo Pro is $69 a month and renews automatically each month at $69 until you cancel. There is no minimum term and the price does not change on renewal.