Built for Capital raising teams at banks
Capital raising execution for investment banking teams
For a raising desk at a boutique or full-service bank. Multiple bankers work the same raises - one mandate, one record, each person sends from their own mailbox, the desk never duplicates an approach or forgets who promised what.
One investor record for the whole desk
The desk leads a raise - institutional buyers, sponsors, strategic investors. Every banker on the mandate can see the target list, who has been approached, when, what was said, and what stage each investor is at. Approaches are attributed to the banker who sent them, replies land in their inbox, but the log is shared.
Each banker sends from their own mailbox
One banker approaches a lead investor at a firm, another approaches a founder or secondary team member at the same firm. Both emails come from real bank addresses, not a generic mailbox. No credential sharing; each person's mailbox is their own.
Approach discipline at scale
AI personalises every email from the mandate record - who is being approached, their firm, the raise size and timeline. Banker approves and sends. The desk cannot accidentally approach the same investor twice, or duplicate another banker's message.
Weekly report to the client on the raise
Funnel by stage, this week against last, replies by investor, passes with reasons, next week's plan. Exported as PDF or PowerPoint. The client sees the process is real and moving.
Built in
No seat fees, team access included.