Deal value introduced
Total mandate value matched into the network, last 12 months
Mandates by type
This month's live mandate pool
Match quality
Average contact fit score by mandate type, last 12 months
Team
Mandates closed and hours automation returned this month
Where the firm saves time
Assembling a CIM or teaser for each live mandate by hand — pulling financials, market context, and management bios into a coherent document — takes about 4 hours per mandate across 8 mandates a month, roughly 32 hours of dealmaker time. Automated: a first-draft document assembles from mandate data in minutes; the dealmaker reviews and polishes.
Chasing document requests across buyers, sellers, and advisers by hand — emails, reminders, status spreadsheets — takes about 2 hours a week per active deal team, roughly 8.7 hours a month. Automated: requests and status are tracked centrally and chased automatically.
Recent activity
Manual vs automated
Done by hand today
A dealmaker cross-references each new mandate against the firm's network contact book from memory — sector fit, deal size, firm type — before drafting a shortlist. At ~30 minutes per mandate, matching this month's 15 live mandates would take approximately 7.5 hours of dealmaker time.
Automated here
This system scores every network contact against a mandate in under 5 seconds, live, the moment the mandate is entered. This month: 15 mandates matched in approximately 1 minute of total system time.