Investment Banking CRM & Firm Operations Platform

DEAL PIPELINE & FIRM OPERATIONS PLATFORM

One platform that runs an advisory firm end to end: from the first founder enquiry, through the fundraise and every investor conversation, to the fee that partners are owed. It replaces the spreadsheets, chat groups and shared documents a deal team usually juggles, so nothing slips and everyone sees the same picture.

Initialize See it running

Infographic: scattered spreadsheets, emails and documents flow through Arboreal Labs into one unified dashboard covering founder enquiry, evaluation, term sheet, onboarding and partner fees, with value and conversion tracking.

Mandate health: Strong3 funds in diligence

New founder enquiryKiranveda Agritech · accepted

7 role-based views 17 fund-level fundraise statuses 8-stage client project lifecycle 25 verifiable HR letter templates

Good morning, Ananya.

Founder

Active deals

Live, not archived

Submissions

238

+9 this week

Open tasks

Not yet done

Escalations

Open + acknowledged

Recent activity	Pipeline	Stage	Received
Kiranveda Agritech	Founder Intake	Accepted	Today, 10:42
Loopcart Logistics	Founder Intake	First review	Today, 09:15
Medisync Labs	Referrals	Lead	Yesterday
Brewnest Foods	Founder Intake	Rejected	12 Oct

Dashboard. Leaders open the day on live deal, submission, task and escalation counts, with the latest enquiries just below.

The shift

Stop running a deal firm out of spreadsheets and chat groups

Most advisory teams track deals in a shared sheet, chase investors over chat and keep the real status in someone's head. Leads go cold, the same fund gets pitched twice, and nobody can say how healthy a mandate really is until it is too late.

Before

Founder enquiries arrive by email, forms and messages, with no single list
Fundraise status lives in a sheet that is out of date by Friday
Follow-ups depend on someone remembering to do them
Partner referrals and fees are worked out by hand at the end

After

Every enquiry lands on one board through your own shareable forms
Each fund's status, contact route and history sits on the deal itself
Moving a deal forward raises the right tasks automatically
Partner credit and earnings are calculated for you, deal by deal

From first enquiry to closed round

The platform carries a company through each step and handles the busywork in between.

CaptureFounders apply through branded forms shared by link or QR code, and each submission is credited to whoever shared it.
ScreenEntries land on a pipeline board where the team moves them through your own stages, with automatic tasks raised at each one.
AcceptAccepting an entry opens a live deal and adds the company to your database without anyone retyping it.
FundraiseBuild the investor list, let the founder approve it, then track every fund from first contact to diligence with a live health score.
CloseRecord commitments, funds received and shares transferred, and the system works out each partner's share of the fee.

One Platform, Three Pillars

Find the deals, run the deals, and run the firm behind them.

Source

Forms & Pipelines

Build intake forms on a visual canvas with branching questions and an "eligible / not eligible" ending. Every team member and partner gets their own link and QR code with submission counts. Submissions arrive on a drag-and-drop board with Lead, Accepted and Rejected stages plus any stages you add.

Deal Desk

Associates import deal cards in bulk or log a company in seconds, and record call notes, including voice notes. Founders review each associate's desk and mark deals Rejected, Discuss in person or More info requested.

Referrals & Partner Desk

Every staff member has a personal referral link, and leaders see how many companies each one has brought in. Partners log companies they find; a coordinator picks the next step and assigns it, which becomes a real task the partner can follow.

Companies

The record of every startup you meet: founders, team, cap table, funding rounds, documents and an update timeline. Each profile suggests investors by sector, by synergy and from sector-agnostic funds.

Execute

Active Deals

Each deal shows its round: the total raise, what outside investors have already filled, the minimum ticket and what is still open, plus valuation on a pre- or post-money basis. Investor commitments move from Not started to Commitment received, Funds received and Shares transferred.

Fundraise Tracker

Track every fund on a mandate across 17 statuses, from first contact and warm introductions through Deal sent, Data requested and Fund due diligence. Funds that go quiet are flagged as ghosted automatically. A health score rates each mandate Strong, Steady, Thin or Stalled, and the founder gets a private status link.

Investor CRM

A fund database with sectors, ticket sizes in ₹ or $, stage focus, contacts and owners on your team. Investor lists are shared with the founder for approval, and a separate angel outreach flow handles syndicate deals. Every edit is logged.

Client Projects

Paid work such as pitch decks, projections and valuation reports runs through eight stages, from Lead to Completed. The proposal cart works out 18% GST and the 50% advance, a data checklist must be complete before work starts, and clients follow progress on a read-only link.

Operate

Tasks & KPIs

A shared board with Board, List and By-person views, comments, alerts and recurring templates. Assignees can push a due date while the original is kept. A KPI view shows each person's on-time, pushed, pending and missed tasks, and a weekly update is compiled from the work.

Partner Programme

Partners get their own portal with their links, the submissions those links brought in, and their earnings per deal. Referral chains roll credit up to the partner who started them. Two partner tiers decide whether a partner sees every shared deal or only the ones they are named on.

HR & People

Leave and expense requests go through an approvals queue with live leave balances. Monthly attendance statements, a policy library and an events calendar with RSVPs sit alongside. HR can issue 25 kinds of letter on company letterhead, each with a QR code a bank or landlord can scan to verify it.

Analytics & Recognition

Leaders see a performance score per person built from on-time tasks, recurring work, event attendance and kudos, with weightings they can adjust. Teammates thank each other on a public kudos feed, and escalations move from Open to Acknowledged to Resolved.

Screens

See It Running

Realistic sample data. Every company, person and figure shown is fictional.

Fundraise status: Kiranveda Agritech

Copy founder link

Mandate health

Strong

Funds on list

18 reached

In diligence

+1 this week

Fund	Contact route	Status	Last movement
Northgate Capital	Direct	Fund due diligence	2 days ago
Saffron Seed Fund	Partner intro	Data requested by fund	4 days ago
↳ Partner looped us in	Warm		9 Oct
Harbour Ventures	Founder intro	Sent to founder	6 days ago
Eastline Partners	Direct	Ghosted	5 weeks ago

Fundraise tracker. See exactly where every fund stands on a mandate, how it was reached, and whether the raise is healthy or stalling.

Deal Desk: Rohan's board

+ Log a deal

Status: All

Company	Sector	Stage	Ask	Revenue	Status
Voltgrid Mobility	EV	Seed	₹4Cr	₹1.2Cr	Discuss in person
Tutorly	Edtech	Pre-seed	₹1.5Cr	₹38L	Open
Fermenta Bio	Biotech	Series A	₹25Cr	₹9Cr	More info requested
Shelfwise	Retail tech	Seed	₹3Cr	₹45L	Rejected

Deal Desk. Associates log the companies they find, and founders triage each one with a single decision.

Projects

+ New project

ActiveDormantCompleted

Project	Services	Stage	Project lead	Total incl. GST
Loopcart Logistics	Pitch deck, Projections	In progress	Meera S.	₹2,36,000
Medisync Labs	Valuation report	Data	Karan P.	₹1,77,000
Greenhive Farms	Market research	Proposal	Meera S.	₹94,400
Tutorly	Dataroom	Handover	Arjun R.	₹59,000

Client projects. Run paid advisory work through clear stages, with pricing, advance payments and deliverables tracked in one list.

Task KPIs

This month

Team member	Total	On time	Pushed	Pending	Not completed
Meera S.	42	36	3	3	0
Rohan D.	38	30	4	3	1
Karan P.	29	19	6	2	2
Arjun R.	24	12	5	2	5

Task KPIs. See who delivers on time, who pushes deadlines and what is slipping, person by person.

Loopcart Logistics

In progress

Upload your data to the project folder…

Advance paymentReceived

Pitch deck: Draft 2 sharedDone

Financial projections: finalPending

Last 12 months' bank statementsPending

Client status link. Clients check progress, outstanding data and payment status from their phone, without an account.

Who it's for

Built For Advisory Firms

Investment banking & advisory firms

Run fundraising mandates from first enquiry to closed round in one system.

Venture studios & accelerators

Screen founder applications and sell paid services such as decks and valuations.

Firms with partner networks

Give referral partners their own portal and pay them accurately on every deal.

Founders & operations leads

See every deal, task and teammate's output without chasing anyone for an update.

Why It Works

Built for how deals really move

Intro routes, ghosted funds and founder approvals are part of the product, not workarounds. The health score counts how far funds have got, not how many emails went out.

Work that assigns itself

Moving a deal or project to a new stage raises the right tasks for the right people, and closes them when the work moves on.

Everyone sees only what they should

Seven roles, from founder to partner, each get their own view. The rules are enforced in the database itself, not just hidden on screen.

Outsiders stay in the loop, safely

Founders, clients and letter recipients get private links that show exactly what they need and nothing more. They never need an account.

Deals and the firm in one place

Leave, expenses, attendance, HR letters and recognition sit next to the deal work, so there is one place to log in and one source of truth.

Run your whole firm from one pipeline

Talk to Arboreal Labs about a deal and operations platform shaped around your firm.

Get Started