An investment banking CRM built around the mandate, not the contact
A deal desk does not have customers, it has mandates: an engagement with a stage, a buyer list, an outreach log and a fee that only arrives if the process closes. Most CRMs model a customer and a sale, so the buyer list ends up in a spreadsheet per deal and the outreach in a mailbox per banker, and nobody can say where a process is without asking the analyst who owns it. Mandatzo models the mandate. The worksheets below are free and do a real job on their own.
Run the mandate, not the spreadsheet
Keep every mandate, buyer and stage in one record the whole desk can read, for $69 a month.
The three things a deal desk loses track of, kept in one place
- A deal is a record, not a folder. One record per engagement with the client, the stage, the fee basis and the retainer on it, so the answer to where is this process is a page rather than a conversation with the analyst who owns the spreadsheet.
- Every buyer, tiered, with where they got to. Strategics and financials in one list per mandate, each with the tier you put them in, whether the NDA came back and what they said, so the list survives the person who built it leaving.
- What the mandate earns, before it closes. The success fee, the retainers billed and what is payable at close if retainers are credited, computed on the deal value you actually expect rather than the one in the pitch deck.
The free tools
Three worksheets, each one a question a deal desk actually has to answer with a number rather than an opinion: what a mandate earns at the fee and retainer you agreed, what it costs you to chase a diligence request list that is only two thirds answered, and what a transition services agreement charges the buyer over its term. They are free, they need no account, and each one publishes the worked example it was built from so you can check the arithmetic before you trust it.
- 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: Value the live book: mandates on the desk, the share that reach close, average enterprise value and the success fee percentage.
- CIM investment banking: Price the CIM: sections, pages a section, analyst hours a page, review hours and a loaded hourly cost.
Mandatzo Pro
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. $69 a month for the whole desk, not per seat. Cancel yourself any time.
