# Mandatzo > Mandatzo is software for running M&A mandates: the deal record, the buyer list, the stage each buyer is at, the artefacts the process owes, and the fee the mandate earns. It publishes three free worksheets that do the arithmetic on a page, and sells one plan at $69 a month that keeps the work as a record. ## What this is for - 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. ## Tools - [Investment banking fees](https://mandatzo.com/tools/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. - [Investment banking deal flow](https://mandatzo.com/tools/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. - [CIM investment banking](https://mandatzo.com/tools/cim-investment-banking/): Price the CIM: sections, pages a section, analyst hours a page, review hours and a loaded hourly cost. ## Guides - [Investment banking CRM](https://mandatzo.com/investment-banking-crm/): the guides explain the mandate, its artefacts and its economics to the person running one - [Investment banking CRM software](https://mandatzo.com/investment-banking-crm-software/): the guides explain the mandate, its artefacts and its economics to the person running one - [CRM for investment bankers](https://mandatzo.com/crm-for-investment-bankers/): the guides explain the mandate, its artefacts and its economics to the person running one - [CRM for investment banks](https://mandatzo.com/crm-for-investment-banks/): the guides explain the mandate, its artefacts and its economics to the person running one ## Answers - [deal tracking software](https://mandatzo.com/answers/deal-tracking-software/) - [tsa agreement](https://mandatzo.com/answers/tsa-agreement/) - [deal flow management software](https://mandatzo.com/answers/deal-flow-management-software/) - [private equity deal management software](https://mandatzo.com/answers/private-equity-deal-management-software/) - [private equity deal flow software](https://mandatzo.com/answers/private-equity-deal-flow-software/) - [capital markets crm](https://mandatzo.com/answers/capital-markets-crm/) - [loi](https://mandatzo.com/answers/loi/) - [private equity crm](https://mandatzo.com/answers/private-equity-crm/) - [m&a tool](https://mandatzo.com/answers/m-a-tool/) - [crm for m&a](https://mandatzo.com/answers/crm-for-m-a/) - [deal management](https://mandatzo.com/answers/deal-management/) - [m&a software tools](https://mandatzo.com/answers/m-a-software-tools/) - [m&a deal management software](https://mandatzo.com/answers/m-a-deal-management-software/) - [crm for private equity](https://mandatzo.com/answers/crm-for-private-equity/) - [m&a pipeline](https://mandatzo.com/answers/m-a-pipeline/) - [m&a advisory firm](https://mandatzo.com/answers/m-a-advisory-firm/) - 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[private equity deal sourcing](https://mandatzo.com/answers/private-equity-deal-sourcing/) - [private equity deal tracking software](https://mandatzo.com/answers/private-equity-deal-tracking-software/) - [crm for investment banking](https://mandatzo.com/answers/crm-for-investment-banking/) - [vc deal flow](https://mandatzo.com/answers/vc-deal-flow/) - [deal origination private equity](https://mandatzo.com/answers/deal-origination-private-equity/) - [mergers and acquisitions software](https://mandatzo.com/answers/mergers-and-acquisitions-software/) - [mergers and acquisitions software solutions](https://mandatzo.com/answers/mergers-and-acquisitions-software-solutions/) - [pe crm](https://mandatzo.com/answers/pe-crm/) - [crm for venture capital](https://mandatzo.com/answers/crm-for-venture-capital/) - [deal sourcing software](https://mandatzo.com/answers/deal-sourcing-software/) - [private equity deal sourcing strategies](https://mandatzo.com/answers/private-equity-deal-sourcing-strategies/) - [what is deal sourcing](https://mandatzo.com/answers/what-is-deal-sourcing/) - [m&a integration process](https://mandatzo.com/answers/m-a-integration-process/) - [double lehman formula](https://mandatzo.com/answers/double-lehman-formula/) - [vc deal sourcing](https://mandatzo.com/answers/vc-deal-sourcing/) - [m&a due diligence process](https://mandatzo.com/answers/m-a-due-diligence-process/) - [crm investment banking](https://mandatzo.com/answers/crm-investment-banking/) - [loi m&a](https://mandatzo.com/answers/loi-m-a/) - [term sheet template](https://mandatzo.com/answers/term-sheet-template/) - [top m&a advisory firms](https://mandatzo.com/answers/top-m-a-advisory-firms/) - [private equity deal origination](https://mandatzo.com/answers/private-equity-deal-origination/) - [corporate carve out](https://mandatzo.com/answers/corporate-carve-out/) - [proprietary deal flow](https://mandatzo.com/answers/proprietary-deal-flow/) - [cim m&a](https://mandatzo.com/answers/cim-m-a/) - [startup due diligence checklist](https://mandatzo.com/answers/startup-due-diligence-checklist/) - [regulatory due diligence checklist](https://mandatzo.com/answers/regulatory-due-diligence-checklist/) - [pe deal flow](https://mandatzo.com/answers/pe-deal-flow/) - [m&a deal origination](https://mandatzo.com/answers/m-a-deal-origination/) - [small m&a advisory firms](https://mandatzo.com/answers/small-m-a-advisory-firms/) - [m&a advisory firms](https://mandatzo.com/answers/m-a-advisory-firms/) - [m&a due diligence software](https://mandatzo.com/answers/m-a-due-diligence-software/) - [crm venture capital](https://mandatzo.com/answers/crm-venture-capital/) - [m&a technology due diligence checklist](https://mandatzo.com/answers/m-a-technology-due-diligence-checklist/) - [sell side m&a process](https://mandatzo.com/answers/sell-side-m-a-process/) - [m&a pipeline stages](https://mandatzo.com/answers/m-a-pipeline-stages/) - [term sheet example](https://mandatzo.com/answers/term-sheet-example/) - [financial due diligence checklist](https://mandatzo.com/answers/financial-due-diligence-checklist/) - [deal origination software](https://mandatzo.com/answers/deal-origination-software/) - [deal sourcing venture capital](https://mandatzo.com/answers/deal-sourcing-venture-capital/) - [boutique m&a advisory firms](https://mandatzo.com/answers/boutique-m-a-advisory-firms/) - [deal flow pipeline](https://mandatzo.com/answers/deal-flow-pipeline/) - [carve out m&a](https://mandatzo.com/answers/carve-out-m-a/) - [it due diligence checklist](https://mandatzo.com/answers/it-due-diligence-checklist/) - [private equity investment due diligence checklist](https://mandatzo.com/answers/private-equity-investment-due-diligence-checklist/) - [private equity due diligence checklist](https://mandatzo.com/answers/private-equity-due-diligence-checklist/) - [cybersecurity due diligence checklist](https://mandatzo.com/answers/cybersecurity-due-diligence-checklist/) - [technical due diligence checklist](https://mandatzo.com/answers/technical-due-diligence-checklist/) - [sample due diligence checklist](https://mandatzo.com/answers/sample-due-diligence-checklist/) - [accounting due diligence checklist](https://mandatzo.com/answers/accounting-due-diligence-checklist/) - [commercial due diligence checklist](https://mandatzo.com/answers/commercial-due-diligence-checklist/) - [legal due diligence checklist](https://mandatzo.com/answers/legal-due-diligence-checklist/) - [website due diligence checklist](https://mandatzo.com/answers/website-due-diligence-checklist/) - [loi template](https://mandatzo.com/answers/loi-template/) - [m&a advisor fees](https://mandatzo.com/answers/m-a-advisor-fees/) - [best m&a software](https://mandatzo.com/answers/best-m-a-software/) - [best private equity crm](https://mandatzo.com/answers/best-private-equity-crm/) - [buy side advisory](https://mandatzo.com/answers/buy-side-advisory/) - [m&a advisory services](https://mandatzo.com/answers/m-a-advisory-services/) - [m&a transaction advisory services](https://mandatzo.com/answers/m-a-transaction-advisory-services/) - [best m&a advisory firms](https://mandatzo.com/answers/best-m-a-advisory-firms/) - 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[what is an m&a advisor](https://mandatzo.com/answers/what-is-an-m-a-advisor/) - [divestiture process](https://mandatzo.com/answers/divestiture-process/) - [m&a process timeline](https://mandatzo.com/answers/m-a-process-timeline/) - [corporate banking vs investment banking](https://mandatzo.com/answers/corporate-banking-vs-investment-banking/) - [vc crm](https://mandatzo.com/answers/vc-crm/) - [m&a advisory fees](https://mandatzo.com/answers/m-a-advisory-fees/) - [buyside advisory](https://mandatzo.com/answers/buyside-advisory/) - [m&a corporate advisory](https://mandatzo.com/answers/m-a-corporate-advisory/) - [m&a deal process](https://mandatzo.com/answers/m-a-deal-process/) - [venture capital deal sourcing](https://mandatzo.com/answers/venture-capital-deal-sourcing/) - [ip due diligence checklist](https://mandatzo.com/answers/ip-due-diligence-checklist/) - [due diligence process in mergers and acquisitions](https://mandatzo.com/answers/due-diligence-process-in-mergers-and-acquisitions/) - [bank due diligence checklist](https://mandatzo.com/answers/bank-due-diligence-checklist/) - [post m&a integration process](https://mandatzo.com/answers/post-m-a-integration-process/) - [hr due diligence checklist](https://mandatzo.com/answers/hr-due-diligence-checklist/) - [investment banking software](https://mandatzo.com/answers/investment-banking-software/) - [mergers and acquisitions advisory firms](https://mandatzo.com/answers/mergers-and-acquisitions-advisory-firms/) - [deal management process](https://mandatzo.com/answers/deal-management-process/) - [operational due diligence checklist](https://mandatzo.com/answers/operational-due-diligence-checklist/) - [due diligence checklist template](https://mandatzo.com/answers/due-diligence-checklist-template/) - [due diligence report template](https://mandatzo.com/answers/due-diligence-report-template/) - [boutique advisory firm](https://mandatzo.com/answers/boutique-advisory-firm/) - [sell side advisory services](https://mandatzo.com/answers/sell-side-advisory-services/) - [transition service agreement](https://mandatzo.com/answers/transition-service-agreement/) - [deal sourcing platforms](https://mandatzo.com/answers/deal-sourcing-platforms/) ## Pricing - Free to use. No account, no card, no sign-up. - $69 a month for the whole desk, not per seat. Cancel yourself any time. ## Citation Cite as: "Mandatzo tools", https://mandatzo.com/tools/ (updated 2026-10-19). ## About - Operated by Ellul Solutions Ltd. Contact: enquiries@mandatzo.com - I agree Mandatzo may use these details to answer my question about the product.