• Automated workflows, centralized data and AI-powered search tools help bankers execute transactions more efficiently.
• Better visibility into sourcing activity and historical performance creates a stronger foundation for business development and pipeline growth.
• Relationship intelligence and a unified view of firmwide contacts enable more informed client coverage and stronger service.

Faster deal execution

MadeMarket empowers bankers with powerful tools designed to optimize every step of the deal execution process.

With easy-to-use and automated tools for data entry, activity tracking and workflow management, teams can save thousands of hours per year while improving the quality of the information they rely on. Individuals can update deal activity tracking logs 12X faster throughout every step of a transaction, while email and calendar integrations make it easy to automatically capture tasks, milestones and interactions without leaving your inbox.

By centralizing deal activity, buyer engagement and transaction data on a single platform, MadeMarket gives teams instant access to the information they need to keep transactions moving forward. Bankers can build buyers lists up to 10X faster, access real-time project updates and quickly understand the status of active transactions without digging through spreadsheets, emails or disconnected systems.

The MadeMarket Connector extends the value of that data by making it easier to access and leverage. By giving AI assistants secure access to your firm's MadeMarket data, bankers can quickly answer questions about active transactions, open tasks, buyer engagement and project status. Instead of spending time searching records or generating reports, teams can access the information they need faster and stay focused on executing transactions.

Expand your marketing funnel and simplify buyer outreach with a powerfully simple email campaign builder for dealmakers.

Send transaction emails such as teasers, NDAs and other process communications up to 20X faster by synchronizing your email with buyers lists and transaction workflow tools in MadeMarket. Quickly build recipient lists, customize large distributions and manage outreach with dynamic contact data and advanced search tools designed specifically for investment banking.

Learn more: 4 Investment Banking Fire Drills That Shouldn’t Exist (And How to Eliminate Them)

Expand deal flows

Our platform empowers your team to optimize and expand deal flow with advanced analytics and project management tools that help bankers track and manage every opportunity more efficiently, from day-to-day tasks to long-term strategy, with greater clarity and control.

Many of the same tools that help teams execute deals faster can also help them source new opportunities more efficiently. Purpose-built project management tools help bankers stay organized, track activity and keep opportunities moving forward, while automated workflows reduce the administrative burden associated with sourcing and managing new business.

At the same time, MadeMarket captures and organizes the data generated throughout those efforts on a platform built specifically for investment banking. By centralizing information about your opportunities, activities and sourcing efforts, MadeMarket gives your team a clearer understanding of how it generates new business, making it easier to measure performance, identify trends and refine your business development strategy over time.

The MadeMarket Connector builds on that foundation by making the information stored in MadeMarket easier to access and explore. Whether you're reviewing opportunity activity, analyzing sourcing performance or looking for patterns across your firm's historical data, the Connector helps bankers find answers faster and get more value from the information they already collect every day.

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

Discover proprietary insights for your team and clients.‍

Every opportunity your firm pursues creates valuable information about the industries, companies and markets you serve. MadeMarket helps firms identify patterns across years of business development activity and transaction history, transforming institutional knowledge into actionable market intelligence. By better understanding which sectors are generating opportunities, how market activity is evolving and what characteristics successful opportunities share, bankers can make more informed sourcing decisions and uncover new opportunities for growth.

Give your team a competitive edge with Relationship IQ.

MadeMarket tracks and measures every interaction between your team and all of their contacts to show you who has the best connection with a prospective buyer, investor or client in seconds.

Optimize client service and relationship management

By centralizing all of your contacts on a single, more reliable and accessible platform, MadeMarket makes it easy to better understand and engage your firm's network.

Get a complete view of every relationship your firm has.

Capitalize on the power of your firm's collective network with a centralized database that combines contact information, communication history, deal involvement and relationship activity in one place. Instead of relying on individual memory, disconnected spreadsheets or scattered inboxes, your team can quickly access the context they need to prepare for conversations, deliver better updates and engage clients more effectively.

Discover new insights with a dynamic relationship intelligence platform that combines deal, communication and engagement history with company and market data from third-party integrations. Understand who knows whom, how relationships have developed over time and where your firm has the strongest connections across its network.

Save countless hours of manual data entry while improving the quality of your contact data.

Easily update contact profiles while you work with contact, company and work history data pulled automatically from your emails, calendar and throughout MadeMarket. With less time spent maintaining records and searching for information, bankers can spend more time building relationships, advising clients and pursuing new opportunities.

Learn more: 3 Ways to Level Up Client Service at Your Investment Bank

In an increasingly fast-paced, data-driven market, investment bankers need the right tools to keep up and get ahead. Unlike a generic CRM, MadeMarket is the only deal and relationship management platform that’s purpose-built around the unique needs of investment banking professionals. By bringing together deal execution, business development and relationship management in a single platform, MadeMarket helps firms move faster, stay organized and uncover opportunities that might otherwise be missed. The result is more time spent winning mandates, advising clients and closing deals.

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