One plan
Every worksheet on this site is free and stays free. There is no trial clock, no account and no card, and the answer you work out is yours whether or not you ever pay us. What Mandatzo Pro adds is keeping: the mandate as a record rather than a session, every buyer and stage against it, the history of what changed and when, and the whole thing open to the rest of the desk instead of one banker's browser. That is one plan at $69 a month.
Free
$0 Free to use. No account, no card, no trial clock.
- The buyer list and the fee working laid out as a document you can hand over.
- Print a buyer list that looks like it came from your firm.
- The approach email and the NDA chaser saved once and reused on every mandate.
Mandatzo Pro
$69 a month per month, whole team
Everything in the free plan
Your records
- Start a mandate once and it stays started.
- Every live mandate on one page, editable by whoever picks it up.
- What changed on this deal, and when, going back as far as you have used it.
- The whole desk reads the same mandate instead of three versions of it.
- Take the lot out as CSV whenever you want, including after you cancel.
Your paperwork
- 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.
Your customers
- Outreach to a buyer list sent from the record, not from one banker's mailbox.
Getting paid
- Take a retainer by card without leaving the mandate.
- Retainers paid against the mandate they belong to, so the fee working stays true.
Your books
- Retainers and fees land in your accounting system without being rekeyed.
- An invoice raised here shows up there, matched to the mandate that earned it.
Mandatzo 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. Cancel from the billing page inside the app, in one click, without emailing anybody. Access runs to the end of the month you have paid for, and your records stay readable and exportable after that.
Online payments: Stripe's processing fee plus a 1% platform fee per payment, deducted before your payout.
Should we just use Salesforce?
If your firm already runs Salesforce or HubSpot for something else and has somebody who will build the objects, build them there: a configured suite will beat any small tool, and you should not pay twice. Mandatzo is for the desk that has nobody to configure anything and is running on a spreadsheet per mandate today.
The rows above describe categories, not named products or their prices. We do not publish a competitor's price on this site, because a price we did not retrieve and date is a guess dressed as a fact.