Start organizing your network
Free to get started — build your target firm list today.
The networking CRM built for investment banking recruiting
Investment banking recruiting is a networking game. Our CRM helps you track your target firms, manage contacts, log every conversation, and make sure you never drop a follow-up.
Built by former investment bankers and private equity professionals from top firms.
How the networking CRM works
Add your target firms
Build your list of target banks by tier (bulge bracket, elite boutique, middle market) and track your application status at each.
Log your outreach
Add contacts, record coffee chats and emails, and set follow-up reminders. Everything is organized by firm.
Stay on top of it all
View your full pipeline, get nudged when follow-ups are due, and use the AI copilot to draft personalized messages.
Everything you need to manage your recruiting network
Target Firm Tracker
Organize banks by tier and track your application status at each one
Contact Management
Store contact details, roles, and conversation history for everyone you speak with
Outreach Logging
Log coffee chats, emails, and calls with timestamps and notes
Follow-Up Reminders
Never miss a follow-up with smart reminders tied to each contact
Networking Copilot
AI-assisted email drafting for cold outreach, follow-ups, and thank-you notes
Pipeline Overview
See your full recruiting pipeline at a glance — from first contact to offer
Why organized networking wins offers
Candidates who network consistently are far more likely to land interviews
Tracking conversations prevents awkward repeat outreach and missed follow-ups
A clear pipeline view helps you focus energy on your highest-priority firms
AI-drafted emails save time while keeping your outreach personal and professional
Notes from past conversations give you an edge in future interactions
Frequently Asked Questions
Why do I need a CRM for investment banking recruiting?
Recruiting for investment banking requires reaching out to dozens of contacts across multiple banks, tracking who you have spoken with, when to follow up, and what you discussed. A spreadsheet works until it does not. Our CRM is built specifically for this workflow so nothing slips through the cracks during recruiting season.
What can I track in the CRM?
You can track target firms (with tier, division, and application status), individual contacts (name, role, email, LinkedIn), outreach history (coffee chats, emails, phone calls), follow-up reminders, and notes from every conversation. Everything is organized by firm so you can see your full pipeline at a glance.
Does it integrate with email or LinkedIn?
The CRM is a standalone tool designed to complement your existing email and LinkedIn workflow. You manually log your interactions and set reminders, which keeps you intentional about your outreach rather than relying on automated tracking that can feel impersonal.
Can the AI help me draft networking emails?
Yes. The networking copilot can help you draft cold outreach emails, follow-up messages, and thank-you notes tailored to the person and bank you are reaching out to. It uses context from your target firm list and conversation notes to personalize each message.