Investment banking CRM
- 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.
An investment banking CRM has one job a general CRM does not: it has to hold a mandate. A mandate is not an opportunity with an amount on it. It is an engagement with a client who appointed you, a fee basis, a retainer, a stage the whole process is at, and a buyer list of thirty to three hundred names each of which is at a different point. This page sets out what that means in practice, what breaks when you model it as a sales pipeline instead, and what a desk of six actually needs before it needs anything else.
Open the Investment banking fees Free to use. No account, no card, no trial clock.
The mandate is the object, not the contact
Everything hangs off the engagement: the client who appointed you, the fee basis, the retainer and the stage. A CRM that starts from a contact makes you invent the mandate every time, usually as a spreadsheet.
The buyer list is a list, and it belongs to the mandate
Thirty to three hundred names, tiered, each with an NDA state and a last contact. Attached to the deal it survives the analyst leaving; in a mailbox it does not.
The stage is the whole process, not one buyer
Pitched, mandated, materials, in market, IOIs in, management meetings, LOI, diligence, closed. A partner wants that at a glance across every live mandate, which is a different question from where one buyer got to.
The fee is computed, not typed
Success fee on the value you expect, plus retainers billed, minus what is credited at close. A number somebody typed in from the pitch is stale the week after it is typed.
Will it do what you need for Investment banking CRM?
Tell us what your desk runs on today and what breaks first.
Investment banking CRM: common questions
How is this different from Salesforce or HubSpot? Those model a contact, an account and an opportunity. A mandate is none of those, so on a general CRM somebody has to build it. If your firm has that somebody, use them. If it does not, that is why this exists.
Does it replace the data room? No, and it should not. A mandate has a data room and this is not one. Keep the room where it is; this holds who is in it and what stage they reached.
What does it cost? The worksheets are free forever. Keeping a mandate as a record is Mandatzo Pro at $69 a month for the desk, not per seat.
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.