Benefit from a strong corporate finance CRM to enhance collaboration internally

Centralize all the firm's contacts, including individuals and corporates

  • Manage all your contacts in a single fast web application and track all data for every individual: contact details, positions and board representations, history of communications and documents linked to every individual
  • Centralize your universe of corporates categorized into:
    • Prospects / Clients
    • Corporate buyers / Investors / Private equity houses
    • Banks
    • External advisors
  • Manage all data at a corporate level:
    • Firm's contact details and notes on activity
    • Executive team and Board members
    • History of communications with the team
    • Documents attached to each corporate (e.g., annual financial statements, client KYC form…)
  • Specifically for external advisors, track the hourly/daily rate by team member position for every advisor

Leverage your Outlook meetings and e-mails

  • Synchronize all your Outlook's contacts in our software, while maintaining your privacy to keep your personal contacts private
  • Synchronize your Outlook calendar/meetings in this application, to take advantage of our collaboration functionalities
  • Capture your relevant Outlook e-mails and organize them into a project, individual and company