Deal Manager that lets you focus on your pipeline
Pipeline management, deal tracking, and banker coverage — connected to your CRM and email in a single investment banking workflow.
Deal Manager gives investment banking teams a single, connected view of every deal, every opportunity, and every coverage relationship. Not a status update pulled from three systems. A live pipeline, built from the data your desk already produces.
Investment banking desks run complex pipelines. The problem is the data that should inform every decision is spread across CRM, email, financial data platforms, and spreadsheets — and reconciling it takes time nobody has.
- Status in CRM, fees elsewhere — Deal status lives in CRM but fee data lives somewhere else.
- Coverage and pipeline split — Coverage activity and opportunity pipeline are never in the same view.
- Financial data sits outside — Market data from Capital IQ, PitchBook, or FactSet sits outside the workflow, not connected to it.
- Call reports after the fact — Call reports are written after the fact and rarely tied back to the deal they belong to.
Five capability areas. One workflow.
Sequenced the way an investment banking desk operates.
CRM & Email Connectivity
A web-based IB dashboard connected directly to existing CRM and email environments. Content management, contact alerts, tasks, and meetings are managed from within the workflow bankers already use — no parallel system, no duplicate entry, no context switching.
Data Integration
Holistic deal visibility across deal history, marketing stages, opportunity pipeline, staffing matrix, and reports and alerting — pulled into a single structured view. Data that currently requires multiple queries across multiple systems is available in one place, updated continuously.
Deal Management
Models and deal data, market data integration (Capital IQ, PitchBook, FactSet, and other sources), contact alerts, fees and mandates, and internal data — centralised by deal and by banker. Every data point relevant to a specific deal is accessible from the deal record without switching platforms or requesting exports.
Data Analytics
Customised team views, marketing evaluation, global account perspectives, deal tear sheets, and coverage management — surfaced at team and desk level. Analytics are configured to how the desk is organised, not to a generic CRM reporting structure that requires manual adjustment.
Call Reporting & Banker Coverage
Call report capture and coverage assignment connected directly to deal activity and contact history. Reports are tied to the deal and the contact at the point of entry — not written separately, not reconciled later, and not detached from the pipeline they belong to.
Built on the platforms your desk already runs
Deal Manager does not replace the tools investment banking teams rely on. It connects them — whichever data providers you use — so data that currently lives in separate systems is visible in one workflow without manual consolidation.
Deal Manager is source-agnostic: it connects to whichever data providers your desk already licenses. The names above are examples, not a supported-list. No rekeying. No parallel workflows. The deal view updates as the connected data does.
The pipeline data already exists. Deal Manager connects it.
Deal pipeline, opportunity tracking, banker coverage, and call reporting — in one view, connected to your CRM, email, and market data sources, without rebuilding how your desk works.
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