Know which buyers are serious

A buyer tracker on every mandate

• List strategic and financial buyers, investors or lenders for the deal.
• Record each step: approached, NDA signed, information memorandum sent, bid received, preferred bidder.
• The information memorandum cannot be marked as sent before the NDA is signed.
• Compare bids side by side.
• Give a buyer access to the data room from the tracker.

An interest score from the data room

For each buyer in the data room, Stowbill works out an interest score from 0 to 100 and labels it Hot, Warm or Cold. The score uses four things: how much of the room the buyer has opened, how often they come back to documents, how many questions they ask, and how recently they were active.

It is a guide for the deal team, not a prediction. It helps you decide whom to call before a bid deadline.

Buyer history across deals

One page lists every buyer and investor your firm has dealt with, grouped by company, with the deals they looked at and how far they went. When you build the buyer list for a new mandate, you can see who signed NDAs and bid last time. People see only the deals they are allowed to see.

File key emails with the deal

Save an important email from Outlook as a file and add it to the deal. Stowbill reads the sender, subject and date, and lists it with the mandate, so the record does not live in one person's inbox.

A pipeline for partners

The deals pipeline shows every live mandate by phase, with its value, the success fee at stake and how many NDAs and bids are in. Each phase needs a partner's approval before the deal moves on.

What it is not

This is not a general CRM. It does not sync with your inbox or calendar, and it does not hold a contact database with reminders. If you need those, a tool such as DealCloud or 4Degrees does more. Stowbill tracks the counterparties on your deals and ties them to the documents.

Not built yet: single sign-on (SSO), page-by-page time analytics, AI features, accounting and email integrations, and a mobile app. Stowbill does not hold SOC 2 or ISO 27001 certification today.

Questions