The M&A buyer tracking platform that replaces Excel-based workflows for investment banking teams. Structured intelligence for every deal.
Track companies, contacts, NDAs, interests, and firm one-pagers. Filter, sort, and search across your entire buyer universe.
Pipeline stages from teaser to LOI. Track each buyer's progress with inline date updates and auto-writeback to contact history.
Record outcomes, closing metrics, and conversion rates. Track IOI and LOI rates across your deal history.
Merge-field templates with bulk send. Track outreach per deal with customizable email sequences.
Map inter-firm relationships — sponsor investments, co-investors, advisors, and competitive landscapes.
Full compliance audit trail. Every create, update, and delete is logged with user identity and field-level changes.
Create your account and set up your organization.
Select Broker, Boutique, Middle Market, or Bulge Bracket based on your team size.
Upload your existing buyer list via CSV or add companies manually.
Create deal workspaces, manage pipeline stages, and send outreach.
Replace your spreadsheets with structured buyer intelligence.