For advisors and boutique banks
Run every client raise from one desk.
A firm workspace for advisors running several raises at once. Each client gets its own pipeline, data room and team access. Nothing reaches an investor until you approve it.
Free to set up. No card.
Which of your clients needs you today?
Tessaline's tracker lives in a shared sheet and Corvane's in the CEO's Notion. Pellmark's is mostly in your head. By the time you've opened them all, the first call has started.
One pipeline per client, side by side.
Each client gets its own campaign with the same stages, Approved through to Funded. You see every mandate on one page and which one moved overnight.
Grouped by currency, not converted. Demo data.
Committed and received, by currency.
The portfolio adds up what investors have committed and what has arrived. Dollars stay with dollars and euros with euros. Nothing is converted, so the totals don't move with the exchange rate.
Your analyst sees only their own mandates.
Give access client by client. An analyst assigned to Corvane signs in and finds Corvane. Other clients' investors, documents and numbers aren't on their screen to forward by mistake.
Owner, admin, member, viewer. Owners and admins see every client.
A data room for each client.
Each client's documents sit in their own room. Every investor gets their own link, and you see which pages they read and for how long.
Every client's drafts in one queue.
First emails are drafted from the client's profile and the investor's thesis. Each one waits until someone with access to that client approves it. Auto-send stays off unless you switch it on.
Answers from the client's own files.
Investor questions are logged per mandate and answered from documents the client has approved. When two term sheets land, you see them side by side with the unusual clauses marked for counsel.
Corvane Health · diligence
Tessaline · term sheets
Analysis, not legal advice. Demo data.
Friday's client call, already on the record.
Every mandate keeps a dated log of sends, replies, deck reads and approvals, with the name of whoever made each call. Read it before you dial in and you have the week.
Your fee follows the money in.
Record a retainer, a success fee percentage and a minimum fee on each mandate. The success fee is worked out from capital received, which is when you invoice.
For your records. We don't invoice clients or take a cut.
Priced per seat.
Billed annually. Proposed price. Setting up a firm workspace is free today. Viewer seats for your clients are planned to be free, up to 10 per client.
See full pricing →Questions advisors ask us
- Can my clients see their own raise?
- Yes. Invite the founder as a viewer on their company. Viewers can read but can't change anything, and they only see the companies you give them.
- Can a junior on my team see every client?
- No. Members and viewers in a firm workspace see only the clients they've been given. Owners and admins see all of them.
- Will anything go to an investor without my approval?
- No. Every draft waits for approval. Auto-send is off by default and capped at 50 emails a day if you turn it on. Sending from your own Gmail or Outlook is coming soon.
- How do you handle mandates in different currencies?
- Each campaign has its own currency: USD, EUR, GBP or INR. Portfolio totals are grouped by currency and never converted.
- Do you invoice my clients for the success fee?
- No. Fees are recorded so you can track them. The success fee is your percentage times capital received. Retainers and minimum fees are recorded but not added to it.
- Do you have SSO or SOC 2?
- Not yet. If your firm needs either, tell us and we'll share where we are.
Bring your next mandate in on Monday.
Set up the firm and add your first client. Free, no card.