Run every mandate
from one platform
Built for boutique investment banks and advisory firms. Stop stitching together spreadsheets, stale databases, and cold intros, run every client raise from one workspace.
Run mandates. Close deals. Skip the noise.
Manage every client raise from one workspace. Live allocator intelligence, saved filter presets, and managed outreach built for the way investment banks actually run deals.
One platform, every mandate
Manage multiple client raises from a single workspace. Tagged pipelines, saved filter presets per client, and team wide access to the same verified allocator database.
- Tagged client pipelines
- Saved filter presets per client
- Shared allocator database
Live mandate intelligence
See which allocators are actively deploying into your clients' sectors this quarter. Filter by check size, strategy, and geography. Stop wasting placement effort on dormant LPs.
- Active deployment signals
- Sector, stage & check size filters
- Dormant LP exclusions
Outreach at mandate scale
Export matched investor lists in one click or let our team run managed outreach across every mandate. Sequenced sends, reply tracking, and weekly reporting per client.
- One click CSV exports
- Managed outreach available
- No per seat or export caps
Everything you need to close every mandate
Built for the way boutique banks and advisory firms actually run placements. Verified allocator data, AI powered search, and a mandate workspace designed for the realities of deal flow, multiple clients, tight timelines, zero tolerance for stale intel.
Frequently Asked
Questions
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