Investment banking CRM software
- 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.
Investment banking CRM software gets bought when a desk stops trusting its own spreadsheet, and the symptom is always the same sentence in a Monday meeting: nobody is quite sure where that one is. What separates software that gets used from software that gets abandoned is not features, it is how long it takes an analyst to record what happened on Tuesday. If that is fifteen seconds it happens; if it is a form with fourteen fields it does not, and by the second week the record is fiction that a partner is reading as fact.
Open the Investment banking fees Free to use. No account, no card, no trial clock.
Make recording cheap or it will not happen
A stage change and a one-line note. Everything beyond that gets skipped under pressure, which is exactly when the record matters most, and a skipped update is how a tracker quietly stops being true.
Keep the mandate and the buyers as separate stages
One mandate is at a stage. Each buyer on it is also at a stage. Collapsing those into one field is the most common reason a deal record stops being believed by the people who have to use it.
Date everything, especially the silences
When a buyer went quiet matters more than that they did. A last-contact date turns a dead list into a re-approach list, and that is where the second bite of a stalled process comes from.
Keep the history, not just the state
What this deal looked like a month ago is the only honest way to judge whether a process is slipping or you are simply closer to it than you were four weeks ago.
Will it do what you need for Investment banking CRM software?
Tell us what your desk runs on today and what breaks first.
Investment banking CRM software: common questions
How much should we record per buyer? Tier, NDA state, last contact and a note. That is the set an analyst will keep up to date on a bad week, which is the only set worth designing for.
Does it do partner reporting? Every live mandate with its stage on one page, and CSV export for anything else. We would rather you built the partner deck from a clean export than have us guess at your format.
What happens to the data if we stop paying? It stays readable and exportable. The worksheets were free before you paid us and the export stays free afterwards.
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.