Investment Banking
Manage mandates and client relationships with structured deal execution. Track pitch submissions, client deliverables, and transaction progress.
Built for Investment Banks
Mandate Tracking
Track every buy-side and sell-side mandate in one place. Monitor pitch submissions, engagement letters, and fee structures.
Diligence Coordination
Coordinate due diligence across buyers, sellers, and advisors. Manage data rooms, Q&A, and document requests efficiently.
Client Management
Maintain deep client relationships with interaction history, deal records, and follow-up tracking across your entire coverage list.
IB Performance Analytics
Track win rates, fee generation, and deal velocity by sector, team, and time period. Identify your strongest performers.
Why Advisory Firms Choose DealNexa
Investment banks operate in a high-pressure environment where every client relationship matters and every mandate needs flawless execution. DealNexa provides the structure and visibility needed to manage multiple deals, coordinate with buyers and sellers, and deliver exceptional client service.
- Manage multiple mandates without losing track
- Coordinate diligence between buyers and sellers
- Build stronger client relationships with full history
- Track win rates and revenue by team and sector
- Generate pitch materials from live deal data
- Maintain confidentiality with secure access controls
Ready to streamline your advisory workflow?
Join investment banks using DealNexa to manage mandates and client relationships.