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

Our CRM helps bankers source and close more deals in less time with purpose-built data and workflow tools.




  • MadeMarket empowers bankers with powerful tools designed to optimize every step of the deal execution process, saving teams thousands of hours per year.
  • Our platform empowers your team to optimize and expand their deal flows with advanced analytics and project management tools built for investment bankers.
  • By centralizing all of your contacts on a single, more reliable, and accessible platform, MadeMarket also makes it easy to better understand and engage your firm’s network.
  • Altogether, bankers can close around one additional deal per year for every five managing directors at their firm when they upgrade to MadeMarket.



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, your team can save thousands of hours per year while improving the quality of the information they rely on.

  • Individuals can update their deal activity tracking logs 12X faster throughout every step of a transaction.
  • By synchronizing your emails with MadeMarket, you can quickly log every deal task and milestone completed from within your emails without opening your CRM.
  • With a single platform housing larger amounts of higher-quality data, MadeMarket makes it easy to access real-time information about the status of your projects and transactions quickly.
  • Using advanced search and list-building tools, our platform also helps bankers build better buyers lists up to 10X faster.

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

  • Send transaction emails to multiple individuals, like teasers and NDAs up to 20X faster by synchronizing your email with your buyers lists and transaction workflow tools in MadeMarket.
  • Quickly build recipient lists and customize large email distributions for different individuals with MadeMarket’s dynamic and more accessible contact data, alongside advanced search filters that understand deal and transaction data.

Expand deal flows

Our platform empowers your team to optimize and expand their deal flows with advanced analytics and project management tools built for investment bankers.

MadeMarket helps you track and manage every deal opportunity more efficiently, from day-to-day tasks to long-term strategy, with greater clarity and control.  

Our ready-built tracking and KPI reports empower your team with actionable insights into deal flows, projects, email marketing, team performance, revenue, and more to help you:

  • Discover performance strengths, bottlenecks, and opportunities for growth in teams, individuals, and your firm with in-depth performance and project management data on every stage of your deal flow.
  • Forecast revenues, analyze transaction data for different deal segments, spot deal flow trends, and discover new opportunities.

Discover proprietary insights for your team and clients.

  • Differentiate your firm with predictive analytics that help you develop proprietary market intelligence from the business and financial data in your deal history.

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 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 360 view of every relationship your firm has.

  • Capitalize on the power of your firm’s collective network with a single, more accessible, and standardized database for all of your firm’s contacts.
  • Discover new insights with a dynamic contact data platform that includes deal, communication, and engagement history data, alongside third-party integrations for company and market info.

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.

In an increasingly fast-paced, tech-driven capital markets environment, 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.

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

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