See how it works
Walk through a sell-side deal, from pitch to success fee
Eight steps through one mandate, the way an investment bank actually runs it: who does what at each phase, and the controls that protect the firm.
Step 1 of 8 · Pipeline
Every live mandate on one board
👤 Managing partner
Mandates sit in their phase, with deal value, the success fee at stake, NDAs signed and bids received. Anything waiting for a partner is flagged.
Control: Only people on a deal team (and partners) see a mandate.
Tip: use the ← → keys. Names and figures are sample data.Try it with your own team
Create a workspace, then click "Try a practice deal": a sample mandate with buyers and a data room appears in your account, ready to run through these steps yourself. Nothing is real, and you can close it any time.