Investment bankers tracking origination pipelines
Use MadeMarket when prospects, mandates, outreach, and follow-up notes need one shared deal workflow.
Trial with real targets.
Updated June 19, 2026
MadeMarket fits deal teams that manage relationships, outreach, and transaction pipelines across bankers, investors, executives, and advisors. It is useful when a generic CRM does not match how origination, mandates, targets, and relationship notes actually work.
Use the trial or sales process with one real pipeline. Test contact import, relationship ownership, deal stages, outreach history, permissions, reporting, and whether bankers will update it after meetings. Skip it if your team only needs a lightweight contact manager or already has a working CRM process.
MadeMarket is a relationship and deal platform for investment banking, M&A, private equity, and corporate development teams.
It is aimed at dealmakers who need to manage contacts, opportunities, outreach, and pipeline activity in a purpose-built system rather than a generic CRM.
| Feature | What to test | Plan note |
|---|---|---|
| Deal pipeline tracking | Test stages, mandates, targets, ownership, next steps, and manager views. | Plan note: sales-led pricing. |
| Relationship management | Review contact history, notes, outreach, relationship ownership, and duplicates. | Plan note: trial options appears. |
| Team visibility | Check permissions, shared notes, banker handoff, reporting, and partner-level views. | Plan note: confirm user roles. |
| Data import and cleanup | Test whether existing spreadsheets and contacts import cleanly. | Plan note: ask before rollout. |
Use MadeMarket when prospects, mandates, outreach, and follow-up notes need one shared deal workflow.
Trial with real targets.
Use it when investors, advisors, executives, and targets need organized contact history.
Import a sample list.
Use it when target lists, conversations, and next steps are too scattered for spreadsheets.
Define deal stages.
| Plan or option | public price | Trial / free-plan detail |
|---|---|---|
| Sales-led product path | No fixed public plan pricing was verified on the official product page | Free plan: no public free plan was verified. |
| Try for free / Try it today | Official page shows free access/trial flow, but duration and terms were not publicly verified | Free trial: appears available, but confirm terms. |
| Before subscribing | Confirm users, data import, storage, permissions, support, and trial limits | Ask for a written quote. |
Source: Official product page.
Free plan: no public free plan was verified. Free trial: the official site shows Try for free / Try it today flows, but duration and terms were not verified. Confirm seats, import work, support, and subscription terms before upgrading.
Check contact import, email capture, calendar, document storage, CRM export, permissions, audit history, deal-stage reporting, banker ownership, pipeline dashboards, data enrichment, duplicates, compliance needs, and how meeting notes or outreach history enter the system.
Start with one live pipeline and a small relationship set. Import targets, contacts, owners, last-touch notes, next steps, and deal stages. Ask the team to run two pipeline meetings from MadeMarket before moving the full relationship database.
No fixed public plan pricing was verified on the official product page.
The official site shows Try for free / Try it today flows, but duration and terms were not verified.
Investment banking, private equity, M&A, and corporate development teams managing relationship and deal pipelines.
Test contact import, relationship ownership, pipeline stages, permissions, reporting, and team update habits.