This solution maintains a structured, searchable database of all active buy-side and sell-side mandates your firm is running, including the status of each, the counterparties involved, the advisor or banker managing the process, key milestones and deadlines, and the team members responsible for each workstream. It provides a single view of everything your origination and execution teams are working on simultaneously.
The problem it solves is that tracking multiple live mandates alongside ongoing business development activity is complex enough that important steps get missed when managed informally. A centralized mandate tracker ensures nothing falls through the cracks and leadership always knows the full state of the firm's active work.
From trigger to result, here is the flow at a glance.
Mandate Added
A new buy-side or sell-side mandate begins
AI Structures Details
It captures status, counterparties, and milestones
Tracker Updated
System gives one searchable view of active work
Nothing Falls Through
Leadership always knows the full picture
Want this built for your business?
Book a free 30-minute AI audit. We will scope exactly how to implement this in your workflow.