Every mandate. Every counterparty. Every conversation. In one place.
The CRM built for boutique debt advisory, corporate finance and financial consulting firms — the ones running an entire mandate book across Excel pipelines, Outlook contact lists, and a shared Drive folder nobody can search. Track every warm intro, every live mandate, every proposal out with a bank, and every counterparty conversation across years of relationships — with the whole firm, not just the partner who built them.
Debt syndication · Corporate finance · M&A advisory · Restructuring · Working capital & structured debt
Four moments every boutique firm partner has lived through. At least once.
A promoter you met at an industry roundtable three months ago is now raising ₹80 Cr of working capital. He remembers the conversation. You remember the conversation. Nobody forwarded the email thread to the analyst who should have started scoping. The mandate went to a competitor who followed up in six hours.
The Sharma Industries file is sitting at four banks. Your senior partner asks where it stands on Friday. The analyst says "I'll send an update." The update is four tabs in a shared Excel, last modified by three different people, and none of the tabs agree on which bank asked the last question.
You pitched a new deal to the same HDFC RM you've worked with for two years. Except he moved to Kotak last month and the new HDFC RM has no context on you, your firm, or the three deals you've closed with the bank before. You spent the whole meeting re-introducing yourself.
Your senior director left last quarter to start her own firm. Twenty years of counterparty relationships — which banker covers what, which fund writes cheques above ₹100 Cr, which independent director should be on which board — walked out with her. Her Google contacts. Her Outlook notes. Her head.
Most mandates don't come from ads. They come from warm intros.
In your business, three new mandates a quarter is a good quarter. Which means the margin for letting warm intros evaporate is zero. The CFO who mentioned your name at a board meeting, the banker who owes you a coffee, the promoter you met on a flight — each of those conversations is worth a ₹50 lakh to ₹2 crore success fee if it converts. Lose one because nobody forwarded the email thread and you've lost a quarter.
Your next mandate comes from a partner who met a CFO at a conference, a banker who mentioned your name to a promoter, a previous client who recommended you to their neighbour on a flight. Every one of those warm conversations needs to become a captured lead with an owner, a follow-up, and a pipeline stage — or it evaporates.
- Capture every warm intro the moment it happens — even if it's a voice note from your senior partner after a networking dinner.
- Tag every lead by source and referrer so you know which banker, which client, and which event actually produces closed mandates.
- First-call SLA on every new lead so no introduction sits in someone's inbox for a week.
- Scoping-to-engagement pipeline with stages that match how your firm actually works: first meeting, preliminary scoping, proposal sent, engagement letter signed.
- • HDFC term sheet review with client — Thursday 10 AM
- • Chase ICICI credit team — day 24, follow-up overdue
- • Collect updated MIS from client for Axis
One mandate. Multiple banks. One source of truth.
Your file is with four banks simultaneously. One has sent a term sheet. One is deep in credit review. One is waiting on updated numbers from the client. One has declined. When your senior partner asks "where does Sharma stand?" on a Friday afternoon, the answer should be on a single screen — not reconstructed from four email threads and somebody's memory.
- One deal room per mandate. Every lender in consideration, every RM, every document shared, every response logged in chronological order.
- Status per lender, not per mandate. Some are live. Some are stalled. Some are done. The view tells you which at a glance.
- Document pendency split between client-side (MIS, financials, projections) and lender-side (term sheet, credit review, legal vetting).
- Decline reasons captured systematically so you learn which sectors, ticket sizes and structures each bank actually wants.
Your relationships ARE your business.
A boutique advisory firm isn't a services company. It's a network of relationships with counterparties — bankers, credit teams, family offices, promoters, independent directors — built over years and accessed deal by deal. That network is the whole asset. Everything else is overhead. So where is it stored? In two senior partners' heads, an old Outlook contact list, and a shared Drive folder nobody can search?
The network stays. The partner doesn't need to.
When your senior director resigns, her institutional memory should not leave the building with her. Every counterparty she built, every RM she knew, every historical "yes" and "no" she accumulated — all of it stays in TatvaCRM. Her replacement picks up a network, not a blank contact list.
Pipeline on one screen, not four tabs.
"Where does every live mandate stand?" is a question your senior partner should get answered in 30 seconds, not 30 minutes. Every mandate, every bank, every term sheet, every decline — one view, updated by the team in real time, not assembled under pressure on a Friday afternoon.
Institutional memory, not goldfish memory.
The RM you're pitching today has seen three of your files before. Two closed, one declined. The reason for the decline matters — and so does knowing it before you walk into the meeting. A firm with institutional memory shows up better prepared than the competitor pitching the same deal.
The difference between a practice and a business.
A boutique firm where the network lives in two partners' heads has no succession plan. When those partners retire, the firm retires with them. A firm where the network lives in TatvaCRM can actually be handed over to the next generation. That's the line between running a practice and building a business — and it's drawn by where your counterparty knowledge lives.
Who covers what. Who said yes to what. Across years.
Your real institutional knowledge isn't in the live deals. It's in the background — which HDFC RM covers mid-market manufacturing in Western India, what appetite the ICICI wholesale team has for NBFC debt this quarter, which credit fund writes cheques above ₹100 Cr, which independent director last sat on your client's board. This knowledge lives in the heads of two senior partners. When they leave, the firm loses half its operating advantage overnight.
- Counterparty database across every lender, credit fund, family office, acquirer and advisor your firm has ever engaged with.
- RM coverage map — who handles which sector, ticket size and geography at each bank, updated when they move.
- Historical deal record per counterparty — what you've taken to them before, what they've said yes to, what they've said no to and why.
- Last-touch tracking — "we haven't spoken to this RM in 94 days" is the kind of thing a CRM surfaces that a shared Drive folder never will.
Excel plus Outlook plus Drive is not an operating system.
Most boutique advisory firms run on the same three tools — Excel for the pipeline, Outlook for the conversations, a shared Drive folder for the documents. Each one alone is fine. Stitched together as your operating system, they guarantee that nothing is ever in one place and nobody ever has the full picture.
(or a generic CRM)
None of these are fancy features. They're the basics a professional services firm needs to operate. Excel and Outlook just weren't built for them.
Real questions from real firms evaluating us.
We're a 6-partner firm. Is this worth the switch cost?+
The switch cost is about two half-days — one to export your contacts and pipeline from wherever they currently live, one to train the team on where things go. The benefit compounds from the first week: every new counterparty you meet from day one is captured in a structure that your whole team can access. Start on the free tier, see if it fits in a fortnight, upgrade only when you're sure.
How do we import years of Outlook contacts and email threads?+
Contacts come in via CSV export from Outlook — an hour of work. Email threads don't automatically migrate, but that's usually fine because you don't need the full history in the CRM — you need the counterparty record, the deal history, and the notes that matter. We'll walk you through what to bring over and what to leave in the archive.
Can different partners see different mandates?+
Yes, on paid tiers. Role-based access lets each partner and their team see their own mandates while senior management sees everything. Sensitive counterparty relationships can be restricted to named users. The analyst pool sees only what they need for the mandates they're working on.
Is this a deal management system with VDR-style document handling?+
TatvaCRM is a CRM, not a VDR. Pipeline, counterparty records, conversation history, mandate tracking — that's what we do. Keep using your existing DMS or secure Drive for the actual deliverables and confidential documents. TatvaCRM links to them; it doesn't replace them. This is deliberate — a CRM that tries to be a VDR ends up being bad at both.
What happens to our data if we decide to leave?+
Full CSV export, any time, on any plan. The export includes your full counterparty database, every mandate record, all notes, and the complete conversation log — in a format you can use elsewhere. Your workspace, your data. We don't hold it hostage.
How is this different from using Zoho or a generic CRM?+
Generic CRMs are built around a "contacts and deals" model that assumes one buyer per deal. Advisory mandates don't work that way — one mandate has one client, multiple counterparties, parallel proposals, asymmetric timelines, and success fees paid in tranches. Every advisory firm that tries to fit this into Zoho gives up within three months and goes back to Excel. TatvaCRM was designed for the mandate-centric model from the first line of code.
Stop running an advisory firm on Excel and Outlook.
Free forever on the starter tier. 30 days of Professional on us. No credit card. Import your existing contacts in an hour.
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