The investment banking platform that replaces spreadsheet chaos with structured buyer intelligence, deal tracking, and automated outreach.
Purpose-built tools for M&A deal execution
Track firms, contacts, NDA status, and relationship context across your full buyer universe.
Create deal workspaces, manage outreach, and track each party through the M&A process stage by stage.
Personalize outreach with merge fields and send to your entire buyer list with one click.
Map relationships between firms — who invests where, who advises whom, who competes with whom.
Track deal performance, conversion rates, and fee analytics across your portfolio
Success Rate
0%
Avg Closing EV
$0M
Avg Multiple
0x
Avg Deal Length
0 mo
Deals Closed
0
Avg IOI Rate
0%
Avg LOI Rate
0%
Avg Fee (%)
0%
From setup to execution in three simple steps
Import from Excel or add firms manually
Select buyers, track pipeline stages
Send personalized emails, log everything automatically