This solution maintains a structured record of every intermediary relationship your firm has, tracking which bankers and brokers you have met with, what mandates they currently carry, the quality and quantity of deal flow they have sent historically, and when your team last made contact. It prompts outreach when relationships have gone quiet.
The problem it solves is that broker relationships require consistent cultivation to stay active, but it is easy for contacts to go cold when deal teams are focused on live transactions. A well-managed intermediary network is one of the most reliable sources of quality proprietary deal flow, and this solution keeps those relationships alive and productive.
From trigger to result, here is the flow at a glance.
Relationships Logged
Every banker and broker contact is recorded
AI Tracks Activity
It monitors mandates, deal flow, and last contact
Outreach Prompted
System nudges you when a relationship goes quiet
Network Stays Active
Quality proprietary deal flow keeps flowing in
Want this built for your business?
Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.