AI-Powered Relationship & Deal Intelligence for Investment Banking
Investment Banking CRM
Services Provided
Product Type
Industry Type
AboutTheClient
IB CRM is an AI-powered relationship and deal intelligence platform for investment banking teams. It brings together company research, board and governance records, market activity, deal history, and every banker's professional network into one place — so teams spend less time hunting for information and more time on the deal itself.
"They were brilliant. The team delivered on time, provided valuable technical input, and demonstrated strong technical expertise throughout the project."
Guy Phillips
Founder
From Manual Research to One Connected Deal System
Most banking teams still rely on a patchwork of spreadsheets, inboxes, memory, and paid research subscriptions to answer basic questions: who do we know at this company, is this board data current, and how is this sector trading right now. Every one of those lookups takes time analysts could spend on the deal itself.
Guy Phillips built IB CRM to close that gap, bringing everything a banking team needs into one system and using AI to turn hours of manual research into a few minutes of work. The vision was to move Guy Phillips's bankers from:
- Scattered contacts → One verified, trusted map of the firm's entire network
- Manual filing checks → Always-current company and board records
- Guesswork on introductions → Clear guidance on who can open the door to a target
- Hours of manual comps and research → Ready-to-present analysis in minutes
A single, always-on intelligence layer built specifically for how deal teams actually work — not a generic CRM retrofitted for banking.
What the Deal Team Was Up Against
Guy Phillips's bankers came with a familiar set of problems — each one costly on its own, and compounding across a busy deal calendar:
- No single place to see who on the team already knew a target executive, or how well
- Board and leadership information tracked by hand, and often out of date by the time it was used
- Company research, market activity, and deal history spread across separate tools with no shared view Comparable company and transaction analysis built manually for every pitch, taking hours each time
- Building a list of likely buyers or investors for a deal started from a blank page every time
- No structured way to run and track outreach to that list once it was built
- No way to score how strong a given relationship really was, beyond a banker's memory
Building IB CRM, Piece by Piece
Guy Phillips built a connected IB CRM that brings research, relationships, and deal-readiness into one system. It provides a trusted view of companies, contacts, deals, leadership, and governance, backed by researched data. The platform enables relationship mapping and strength scoring, automated company research, and one-click comparable company and transaction analysis. It also supports buyer/investor list building and structured outreach tracking, helping teams source and manage deals more efficiently.
Everything a Deal Team Needs. One Platform.
Board & Governance Tracking
Always-current director rosters and leadership changes for every company in the coverage universe, verified against public filings.
Relationship Map
Shows who on the team already knows a target executive, and surfaces genuinely new introduction paths instead of familiar faces.
Relationship Strength Score
Every contact carries a simple strength score, so the team knows who has the strongest path in — not just who's in the address book.
Comparable Company Analysis
Builds trading and transaction comparisons for any sector or peer group in minutes, not hours.
Company & People Research
Pulls together company background, financials, and leadership bios from trusted sources into a single dossier.
Deal-Ready Materials
Turns finished analysis directly into presentation-ready output for pitches and internal reviews.
Market & Deal Monitoring
Daily tracking of relevant company and deal news, so the team hears about developments as they happen.
Buyer & Investor List Builder
Builds and ranks a list of likely buyers or investors for any mandate, drawing on the firm's own research.
Outreach Tracking
Keeps a shared, structured record of outreach to prospective buyers and investors, across email and mail.
Where IB CRM Goes Next
The IB CRM can continue to expand with deeper relationship intelligence, richer profiles for private-market contacts, custom sector benchmarking for peer-group analysis, and wider market coverage across new sectors and markets.
Deeper Relationship Insight
Richer profiles for private-market and international contacts not covered by public filings.
Custom Sector Benchmarking
Let bankers define their own peer sets and instantly see how that group has traded over time.
Wider Market Coverage
Extending research and monitoring coverage beyond the current sector focus.
Key Technologies
Used
Frontend
NextJs
Backend
NodeJS
Database
Neo4j, PostgreSQL
Deployment servers
Firebase, GCS