Stop losing track of every banker you have ever cold-emailed
A CRM built for the networking grind of IB recruiting. Track target firms, log every coffee chat, draft outreach in one click, and never miss a follow-up again.
Built by ex-bankers and PE investors who have sat on both sides of the interview table.
Click below to generate a first draft for Sarah.
What you get
A contact list organized by firm, status, and last touch
Six outreach templates that draft personalized emails using your profile and notes
Follow-up reminders so nothing slips when recruiting picks up
A pipeline view that shows where every firm sits, from first email to offer
Chrome extension that saves LinkedIn profiles to your CRM in one click
Frequently Asked Questions
Why do I need a CRM for IB recruiting?
A standard recruiting cycle means 30 to 80 cold emails, 20 to 40 coffee chats, and follow-ups stretched across months. A spreadsheet works until it does not. The CRM keeps every conversation, every follow-up date, and every note in one place so nothing falls through the cracks at 11 p.m. when you remember a thank-you you forgot to send.
What can I track?
Target firms by tier and application status. Individual contacts with name, role, group, and LinkedIn. Every coffee chat, email, and phone call you log. Follow-up reminders. Notes from every conversation. All organized by firm so you can see your pipeline at a glance.
Does it sync with email or LinkedIn?
No automatic sync. You log interactions manually. That sounds like extra work, but it forces you to actually process each conversation, which is the whole point. The Chrome extension does save LinkedIn profiles into the CRM with one click, so you do not have to copy-paste.
Can the AI help me draft outreach?
Yes. Six templates cover the situations that come up: cold email to an alum, cold email to a stranger, coffee chat follow-up, thank-you after a meeting, referral request, and info session follow-up. Each one pulls in your profile, the contact's firm and group, and any notes from past conversations so the draft sounds like you wrote it.