Target Firms

Your shortlist of banks, with every application status in one view

Pick up to 10 target firms from 45 banks across every tier. Track each application from cold outreach to offer, link in your networking contacts, and stop flipping between five spreadsheets to remember where everything stands.

Built by ex-bankers and PE investors who have sat on both sides of the interview table.

Preview the surfaceWhat your target firms look like inside the dashboard
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Your target firms
5 of 10 slots used
GGoldman SachsMMorgan StanleyEEvercoreCCenterview PartnersLLazard+ Add firm
Application tracker
FirmStatusContacts
GS
Goldman Sachs
Bulge Bracket
Superday4
MS
Morgan Stanley
Bulge Bracket
First Round3
EVR
Evercore
Elite Boutique
Phone Screen2
CVP
Centerview Partners
Elite Boutique
Applied1
LAZ
Lazard
Elite Boutique
Not Started0

Pick from 45 banks across every tier. Track applications, link contacts, and see your full pipeline in one place.

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What you get

45 banks pre-loaded across bulge bracket, elite boutique, middle market, and regional

Application status for every firm, sorted so in-progress work surfaces first

Group and office tracking per firm, plus space for notes

Contacts linked to firms via the networking CRM, one click to see who you know where

Custom firm entries for banks not in the database

Frequently Asked Questions

Which banks are in the database?

45 banks across every tier: the bulge brackets (Goldman, Morgan Stanley, JPM, Citi, BofA, Barclays, etc.), elite boutiques (Evercore, Lazard, Centerview, Moelis, PJT, Houlihan Lokey, etc.), middle market firms, and regional shops. If your target bank is not on the list, you can add it manually as a custom firm.

How does the status tracker work?

Each firm has a status field you update as you progress: Not Started, Applied, Phone Screen, First Round, Superday, Offer, Rejected, or Withdrawn. The dashboard sorts firms by status so in-progress applications surface first.

Can I link contacts to firms?

Yes. Contacts you add to the Networking CRM are automatically grouped by firm. From the Target Firms page you can see how many contacts you have at each bank and jump straight to the CRM to log a chat or draft an email.

Why limit it to 10 target firms?

Most candidates who land offers focus on 6 to 10 firms they actually network into, not 30 they cold-applied to. The 10-firm cap forces you to prioritize. If you really need more, you can swap firms in and out as the cycle progresses.

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