About this tool

A deal desk does not have customers, it has mandates: an engagement with a stage, a buyer list, an outreach log and a fee that only arrives if the process closes. Most CRMs model a customer and a sale, so the buyer list ends up in a spreadsheet per deal and the outreach in a mailbox per banker, and nobody can say where a process is without asking the analyst who owns it. Mandatzo models the mandate. The worksheets below are free and do a real job on their own.

Who it is for: For a boutique investment bank, an M&A advisory firm or a sell-side brokerage running live client mandates, and for a p