Investment Banking
Deal mandates, client coverage, and transaction pipeline
One platform for your key metrics, pipeline, and reporting. QuantRidge adapts to investment banking with dashboards, models, and AI built for how you work.
Why Investment Banking Choose QuantRidge
Investment banking runs on deal mandates, client coverage, and transaction pipeline. QuantRidge brings deal volume, revenue, pipeline, mandates, average fee, and win rate into one dashboard—so your team can focus on clients and execution.
From M&A and transaction models to pitchbook and deal sourcing, our AI Analyst supports deal execution. Client coverage and CRM features keep mandates and pipeline visible in one platform.
Dashboard Metrics
Your at-a-glance view of what matters—updated and ready when you need it.
Deal Volume
Transaction volume and deal count across segments.
Revenue
Revenue from mandates and transactions.
Pipeline
Deal pipeline value and stage tracking.
Mandates
Active mandates and client coverage.
Avg Fee
Average fee and fee structure visibility.
Win Rate
Win rate and competitive tracking.
Features for Investment Banking
Everything you need to run your operations—with AI and analytics built in.
M&A and transaction models
M&A and transaction models for diligence and execution.
Deal pipeline and mandates
Pipeline and mandate tracking with client and stage views.
Client coverage and CRM
Client coverage and CRM to support relationship and deal flow.
Comparable analysis and valuations
Comps and valuation support for pitches and execution.
Pitchbook and deal sourcing
Pitchbook and deal sourcing tools integrated with pipeline.
AI Analyst for deal support
AI Analyst for research and deal support across the pipeline.
What You Get With Your Subscription
One subscription gives you deal and pipeline analytics, M&A and transaction models, client coverage, and AI deal support. Built for IB teams who need one platform for mandates and execution.
- M&A and transaction models
- Deal pipeline and mandates
- Client coverage and CRM
- Comparable analysis and valuations
- AI Analyst for deal support
- Pitchbook and deal sourcing
Ready to Streamline Your Deal Flow?
Join IB teams who use QuantRidge for pipeline, mandates, and execution—all in one place.
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