Resources

Overview of the best AI tools for investment banking and M&A professionals.

**Best CRMs for Placement Agents: Track Fundraising Mandates and Maximize Investor Coverage** Looking to upgrade your CRM? This article explores why placement agents need purpose-built CRM tools, the key features to look for, and the top platforms designed to support mandate execution, investor engagement, and compliance. *June 10, 2025* *5-minute read* Placement agents operate differently than traditional sales teams. Their role is to connect fund managers or private companies with institutional investors — a process driven by long-term relationships, strategic introductions, and fundraising execution. A generic CRM won’t cut it. The best CRMs for placement agents are purpose-built for capital raising — helping track mandates, segment LPs, monitor investor engagement, and support compliance.

**Best CRMs for Private Debt Firms: Manage Pipelines, Relationships, and Risk with Precision** Looking to upgrade your CRM? This article explores why private credit firms need deal-focused CRM platforms, the essential features to consider, and the top systems that support origination, underwriting, investor reporting, and portfolio monitoring. *June 10, 2025* *5-minute read* Private debt firms operate in a relationship-driven world — but with workflows that differ from equity investing. From sourcing direct lending deals to managing portfolio risk, private credit teams require CRM systems that can track complex borrower interactions, internal approvals, and ongoing covenants — all while integrating tightly with compliance and investor relations. The right CRM helps credit investors streamline deal flow, centralize communication, and track performance through the full lifecycle — from origination to repayment.

**Best CRMs for Private Equity Firms: Streamline Deal Flow and Relationship Management** Looking to upgrade your CRM? This article explores why relationship-driven private equity teams need purpose-built CRM tools, the key features to look for, and the top platforms designed to support deal sourcing, fundraising, and portfolio engagement. *June 10, 2025* *5-minute read* Private equity firms don’t operate like traditional sales organizations. They rely on deep networks, long-term relationships, and structured deal evaluation cycles — all of which demand a CRM system tailored to the private markets. The right CRM can become the backbone of a firm’s sourcing, diligence, investor relations, and portfolio tracking efforts. But not all CRMs are created equal. The best CRMs for private equity aren’t generic sales tools — they’re purpose-built platforms that surface relationship intelligence, eliminate manual work, and track deals from pipeline to exit.

**Best CRMs for M&A Advisors and Boutique Investment Banks** Looking to upgrade your CRM? This article explores why relationship-centric M&A teams need specialized CRM tools, the essential features to look for, and which platforms are best suited for boutique investment banks. *June x, 2025* *5-minute read* M&A advisory firms and boutique investment banks rely on trust, reputation, and highly personalized relationships. Unlike traditional sales organizations, these firms manage complex, long-cycle transactions where a warm introduction or a well-timed follow-up can make or break a deal. That’s why the right Customer Relationship Management (CRM) system isn’t just nice to have — it’s critical infrastructure. But not just any CRM will do. The best CRMs for investment bankers aren’t bloated with irrelevant features — they’re purpose-built for deal teams, balancing automation with relationship insight.

A detailed, step-by-step guide to building a targeted buyer list that closes deals.