CRM for investment banks
- 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 banks has to answer a question no individual banker asks: across everything this firm is running, where is it, and what is it worth. That is a firm-level view assembled from records that individual bankers keep for their own reasons, which is why it usually fails. Bankers keep records that help them; partners want records that aggregate. This page sets out how to get both out of the same object without making the desk fill in fields for somebody else's report.
Open the Investment banking fees Free to use. No account, no card, no trial clock.
One object, two readings
The banker reads a mandate to know what to do today. The partner reads every mandate to know where the firm is. If those are two systems, the second one is out of date, always.
Aggregate what is already there
Stage, expected value and last movement are things a banker records anyway. A firm-level view built only from those is one nobody has to feed, which is the only kind that stays true.
Weight the book, do not just count it
Fourteen live mandates is not a number. Fourteen at a close rate you can defend, at an average fee you can defend, is a number, and it is the one a partner actually wants.
Let the desk read the whole book
Conflicts, cross-introductions and duplicate approaches to the same buyer are all found by somebody else on the desk seeing the record. Locking the book to partners costs more than it protects.
Will it do what you need for CRM for investment banks?
Tell us what your desk runs on today and what breaks first.
CRM for investment banks: common questions
Can we restrict who sees which mandate? Not today, and we would rather say so. Everyone with an account reads the book. For a firm that needs walls between teams, that is a real reason to buy something else.
Does it handle conflicts checking? Not as a formal clearance workflow. What it does is make the whole live book readable, which is how most conflicts on a small desk are actually caught.
How many people can use one account? The whole desk. The plan is $69 a month for the firm rather than per seat, so adding the analyst who does the recording costs nothing.
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.