• MDs start their day with full visibility into pipelines and activity thanks to real-time logging from analysts and seamless email integration.
• Midday execution tasks—buyer outreach, task assignment, client reporting—happen in seconds, not hours, with no rekeying or version control issues.
• Instead of pulling data or chasing updates, bankers finish their day with strategic insights at their fingertips, powered by automated reports and dashboards.

As deal timelines compress and client expectations rise, the future of IB belongs to firms that can move faster, collaborate smarter and leverage tech to drive execution. That’s where MadeMarket comes in.

Purpose-built for investment bankers, MadeMarket replaces outdated workflows, manual updates and disconnected systems with a single, streamlined platform that makes the entire deal lifecycle more efficient—from prospect to close.

In this article, we explore what a typical day in the life of an MD using MadeMarket looks like and why it’s a massive upgrade from the status quo.

7:30 AM: Inbox triage, zero manual logging required

The day starts where most do—in Outlook. But instead of switching between tabs and CRMs, this MD stays within the MadeMarket Outlook Add-In. Emails from buyers, clients and internal deal team members are reviewed and logged to the appropriate deal or opportunity in just one click.

When a contact signature includes a title, phone number or address, it’s parsed into the contact record automatically—no retyping, no missed details. And if a junior banker logs an NDA receipt or attaches notes from a meeting, those activities are visible in real time, giving seniors the full picture without the follow-up.

Why it matters: Automated data capture gives MDs instant access to up-to-date information, while eliminating the tedious steps juniors used to spend hours on.

With activity logging that’s up to 12X faster than manual CRMs, teams can save hundreds of hours per deal by eliminating repetitive data entry.

9:00 AM: Pipeline review meeting

With the team assembled, MadeMarket’s dashboards come to life. Active opportunities, deal progress, fee forecasts and staffing views are available at a glance. Tasks, opportunities, and outreach pipelines are sortable by user, deal type, probability or expected close date.

Because MadeMarket is the only platform designed exclusively for investment bankers, these dashboards aren’t generic templates that require months of customization. They come ready-built around the way bankers actually source, execute and close deals. Every chart, filter and view is designed to surface exactly what leadership needs to see, in a space that feels intuitive from day one—no rebuilding your workflow to fit the software.

Why it matters: Dashboards let leadership lead. No time wasted formatting spreadsheets or gathering updates. Analysts log activities once, and that data flows up to power high-level visibility and decision-making.

10:30 AM: Reviewing a live deal – Project Calvary

Inside the Project Calvary workspace, the MD reviews the deal’s health. The overview tab shows fee structures, key contacts, milestones and a target activity log—all centralized, all real-time.

Milestone activities (like NDAs and CIMs) are elevated for reporting, so it’s easy to see what’s been sent, what’s outstanding, and who’s falling behind.  

Unlike most CRMs designed for capital markets professionals, MadeMarket is the only platform built to support deal execution. That distinction matters. While other tools often fragment workflows across email, spreadsheets and CRM systems, MM consolidates origination, execution tracking and reporting into a single, purpose-built environment.

Why it matters: The MD isn’t digging through emails or calling for updates. The workspace serves as the deal’s single source of truth—a control tower built to drive execution forward.

11:30 AM: Coordinating buyer outreach

The team has 12 firms that have executed NDAs but haven’t yet received the CIM. In traditional workflows, identifying that gap often requires manual cross-checking across email and spreadsheets. With MadeMarket, an analyst filters the target list in seconds and creates a distribution.

The email is fully personalized using dynamic fields. Once sent, activities log automatically, eliminating re-entry. Watermarks get applied with a click, and junior team members can send on behalf of the MD with a clean email signature and CC settings.

Why it matters: Outreach that once took hours is done in minutes, tracked instantly and logged across the platform, saving time for juniors and building visibility for seniors.

Outreach workflows are streamlined end-to-end—email processes run 20X faster, and curated buyer lists can be built and activated 10X more efficiently than in traditional systems.

Learn more: How to Close More Deals Faster with MadeMarket as an Investment Banker

1:00 PM: Client update

With one click, bankers generate a client-ready status report: branded, sortable by strategic vs. financial buyer, with milestones and notes pre-populated. It looks polished because it is—no formatting scramble, no last-minute data pulls.

Client reports are generated up to 15X faster because the underlying data is already structured for investment banking workflows. Buyer type, NDA status, CIM distribution, IOIs, management meetings and milestone activity all live inside the same execution layer — not across disconnected trackers.

In traditional setups, building a client update means exporting from a CRM, reconciling an Excel tracker, confirming notes over email and formatting slides. In MM, that IB-specific data is already organized and report-ready. Bankers aren’t gathering information—they’re simply surfacing it.

‍Why it matters: What can sometimes become a drawn-out reconciliation is now a controlled, repeatable process. Client updates move from manual assembly to a fast, confident output — freeing the team to focus on strategy rather than formatting.

‍3:00 PM: Business development check-in

Relationship IQ is MadeMarket’s firmwide relationship intelligence layer, purpose-built for investment banking. It capitalizes on the entire firm’s data and relationship history — analyzing historical deal activity, email engagement and contact overlap to map where meaningful connections exist.

Using Relationship IQ, bankers search for a warm introduction to a new strategic. Instead of relying on memory or informal outreach, they can see whether anyone at the firm has prior interaction, deal exposure or an existing relationship with that company or contact — all drawing from the firm’s shared data and relationship history.

With that visibility, the banker can quickly identify the right colleague to coordinate with and move forward confidently on a targeted introduction.

Why it matters: Relationships that once lived in individual inboxes or siloed deal teams become shared institutional intelligence. Instead of asking around or digging through old threads, the MD has immediate visibility into who knows whom — turning the firm’s collective history into a strategic advantage.

4:30 PM: Assigning tasks for next week

As the day winds down, the MD uses MadeMarket’s task and deal workflow tools to assign next week’s priorities—drafting materials, prepping calls, moving milestones forward. From a single, shared view, senior bankers can instantly see what everyone is working on, reassign or create tasks in seconds, and ensure nothing slips through the cracks. No late-night pings, no chasing for updates—everything is centralized, transparent, and ready in one place for the entire team to see and act on.

Why it matters: Clear visibility keeps teams aligned and accountable. Juniors know exactly what’s next, and seniors have real-time insight into progress.

5:30 PM: Strategic planning, without guesswork

To close the day, the MD reviews firmwide KPIs. Pipeline health, fee revenue by quarter and team activity metrics are all available without data pulls. Because every relationship, deal and task lives in structured workspaces built specifically for investment bankers, leadership can evaluate performance at the firm, team and individual level in seconds. The system is always current. No guesswork, no stale spreadsheets.

Why it matters: With clean, centralized data and purpose-built reporting, strategic planning becomes proactive instead of reactive—helping firms allocate resources smarter, set better goals and ultimately close more deals, faster.

Learn more: Investment Banking KPIs for People and Teams: What to Track and How‍

Tech that works the way bankers do

MadeMarket is the only platform designed to mirror how investment bankers actually source, manage and close deals—supporting every milestone across the full lifecycle of a transaction. That alignment creates massive efficiency gains—saving hundreds of hours per banker each year—while giving firms the clarity and control they need to close more deals, faster.

To learn more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!