Mandatzo

About Mandatzo

Mandatzo is a CRM for investment banking deal desks, including boutique M&A advisory firms, sell-side brokerages, and private equity or venture teams tracking their own deal flow. Instead of modeling a customer and a sale, it models the mandate: each engagement carries its stage, a tiered buyer list, an outreach log, and the fee basis and retainer.

The product aims to replace the per-deal spreadsheets and per-banker mailboxes that make it hard to see where a process stands without asking the analyst who owns it. Each buyer's NDA status and discussion notes stay on the record, so the list survives staff changes.

The site offers several free worksheets that work without an account, covering CIM production cost, the value of a live deal book, and success fees. The paid Pro plan is listed at $69 per month for the whole team, with a 14-day free trial. It is not intended for business owners selling their own company, fund administration, or data room needs.