• MadeMarket eliminates the most common fire drills in investment banking with real-time data, automation and centralized workflows.
• From buyers lists to client updates, what used to take hours now takes minutes—with fewer errors and no scramble.
• That’s why teams that switch to MadeMarket save thousands of hours per year and close more deals with less friction.

Fire drills for basic information and reports happen more often than they should. An MD needs a buyers list yesterday, a client wants a report in an hour—and the team scrambles to pull it all together. These moments aren’t just stressful. They drain time, compromise data quality and they’re also a signal that your tech stack isn’t built for the way modern bankers at leading firms work.

That’s where MadeMarket comes in.

Our purpose-built CRM and deal management platform eliminates these reactive, high-stress scenarios with real-time visibility, automation and high-quality data that’s always accessible—all uniquely tailored around the workflows of investment bankers.

Here are four of the most common fire drills—and how MadeMarket helps eliminate them so your team can close more deals, faster.

1. “We need a buyers list—yesterday.”

The fire drill: A managing director asks for an updated buyers list for a live deal—immediately. Analysts and associates scramble to find the latest Excel version, cross-reference outdated logs and manually track engagement. Meanwhile, version control issues and duplicated outreach can frustrate potential buyers and undermine the client's confidence in your process.

Why it happens: Most CRMs don’t centralize target lists or integrate buyer engagement data in real time—if they even have those workspaces or data available at all. That’s because most CRMs are built for tracking pipelines and not executing deals.

How MadeMarket eliminates it:

• Centralized, real-time target list management: Keep your entire buyers list in one dynamic workspace that updates automatically as your process evolves—no more digging for the “latest version.”
• Advanced contact and firm search with bulk actions: Quickly surface the right contacts by deal criteria, industry, geography or past activity—and take action across dozens of records at once.
• 10X faster buyers list creation: Build, refine and export complete buyers lists in a fraction of the time it takes in Excel with our customizable templates.
• Live collaboration and version control: Everyone sees the same list in real time. No more emailing attachments or reconciling conflicting updates.

The result: What used to take hours now takes minutes—with fewer errors and no scramble.

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

2. “Who knows this contact—and when did we last speak?”

The fire drill: You need to reach out to a target and you’re in a time crunch—or worse, you’ve got a meeting with them in an hour and you still have unanswered questions. Who last contacted them, what was discussed, what deals have they seen before and who has the best engagement record with them to take the lead on all of that—none of that information is immediately clear or accessible. Bankers are left digging through inboxes and spreadsheets for clues.

Why it happens: Relationship and contact data is fragmented with different people and platforms.

How MadeMarket eliminates it:

• Instant access to firmwide communication history: Every email, meeting and touchpoint is captured and organized so the full context of your firm’s interactions is always at your fingertips.
• Deal and contact timelines built for bankers: Track key actions across deals and contacts—like outreach, NDAs and IOIs,—in a structured, real-time timeline that mirrors how bankers work.
• Relationship IQ identifies the best path to a buyer in seconds: Instantly pinpoint who on your team has the strongest connection to a contact—based on real engagement data, not guesswork.

The result: No more guesswork. You walk into every meeting with clarity, confidence and a better chance at success.

3. “Where’s the latest client update?”

The fire drill: A client asks for a status update right before the weekend and the team races well into the evening to compile notes, update tracking logs, pull data from multiple systems, triple check everything and format it for delivery.  

Why it happens: Disconnected data and no automated reporting workflows.

How MadeMarket eliminates it:

• 15X faster report generation with ready-to-use templates: Built-in tools let you create polished, client-facing updates in seconds—no formatting or manual compilation required.
• Pull any and all deal data automatically: MadeMarket compiles the latest activity, timelines, outreach and status updates so you don’t have to.
• Data you can trust: MadeMarket’s data and dashboards are structured around investment banking workflows, so information is already in the right format—accurate, complete and ready to drop into a report.

The result: Impress clients with polished and immediate updates your team can be confident in—and still have time to hit the links.

Learn more: How to Save Time and Increase Revenue by Eliminating Data Silos in Investment Banking

‍Want to learn more and explore what MadeMarket can do for you? Connect with a member of our team to get started with a demo!

4. “Why wasn’t I looped in?”

The fire drill: Two MDs call the same buyer. The analyst missed the latest update. The VP doesn’t realize someone else is already working the contact. It’s embarrassing, inefficient and risks reputational damage.

Why it happens: Disconnected workflows and decentralized data leads to disconnected teams and duplicated efforts.

How MadeMarket eliminates it:

• Shared dashboards and deal workspaces: Every team member sees the same real-time view of deals, contacts and activity—so no one’s working in the dark or duplicating outreach.
• Email integrations that sync automatically: Activities log directly from your inbox, so critical updates and interactions don’t get buried in email threads or forgotten after meetings.
• Quick, accurate updates that actually get done: MadeMarket makes it easy for every team member to log activities and update records seamlessly so your CRM stays current, complete and dependable for everyone who needs it.

The result: Everyone’s aligned in real time—no missteps, no missed opportunities.

Eliminate the chaos. Reclaim your time.

These fire drills shouldn’t be a part of modern investment banking. They waste time, increase risk and frustrate your team. By centralizing your workflows, streamlining busywork and delivering real-time insights, MadeMarket helps your team move faster with clarity and confidence.

That’s why teams save thousands of hours per year—and close more deals, faster with MadeMarket.

Ready to eliminate your next fire drill? To learn more and explore what MadeMarket can do for you, connect with a member of our team to get started with a demo!