CRM
Coming soonYour deals, contacts, and pipeline — in one place.
Track every deal from origination to close. Link contacts, log activity, and forecast revenue — without switching tools or losing context.
Pipeline
Active deals
Project Cedar
Greenfield Industries
Project Alpine
Summit Holdings
Project Horizon
Coastal Partners
Key contacts
James Reed
Managing Director
Sophie Laurent
CFO
Michael Kim
Head of M&A
What the CRM enables
Deal Pipeline
Visualize your deal flow across stages from origination to close. Track enterprise value, status, and key milestones at a glance.
Contact Management
Link key contacts to deals — sponsors, management, advisors, and counterparties. Keep relationship history across engagements.
Activity Timeline
Log meetings, calls, and key interactions. See a complete chronological history of every touchpoint on a deal.
Revenue Forecasting
Forecast advisory fees based on pipeline stage, probability-weighted deal values, and expected close dates.
Engagement Linking
Connect CRM deals directly to Datapack engagements. Jump from pipeline to financial workpapers in one click.
Firm-Wide Visibility
Give partners and practice leads a real-time view of the entire deal pipeline across teams and offices.
Be the first to try it.
The CRM is currently in development. Join the waitlist to get early access when it launches.