Excellent.

We leverage technology to help us do our jobs better. MadeMarket is by far the most important technology my firm uses.

The charting for the different steps of a deal could be improved.

The level of customization is outstanding – we were able to tailor the software to perfectly our business. The deal section of Made Market is brilliant and allows us to track our target lists in real-time, easily see who is still active and export results to send to clients in seconds. Everything syncing back to the underlying contact allows us a 365 view of the contact or firm with all deals, opportunities and interactions. Also, the system was live straightaway and the onboarding process was so easy.

A mobile app in due course would be great.

Excellent for all the reasons mentioned above. The system was designed for investment banking and it has all the features our firm needs to run a process from lead generation to contacting hundreds of buyers for a deal to closing. I recommend MadeMarket often and appreciate the various parties it has partnered with to create a more robust eco system. I use Pitchbook and Caplinked and will seek to use the services of several of the other partners.

As a small firm with minimal junior level support, we rely heavily on 3rd party software applications like MadeMarket. The CRM has been designed by investment bankers and is for investment bankers. The features in MadeMarket track the lead generation and deal process which makes it intuitive and easy to use. The Customer support is outstanding - very responsive, very knowledgable and the team has a great attitude. This is a critical part of the overall service and value MadeMarket provides, especially for a small firm which does not have a person dedicated to the application. Sending prepared videos responding to specific questions is highly valued and a very efficient way to communicate answers to questions - often times more effective than reading an article.

Not any real complaints. Like all robust software programs, there are a lot of features and it is easy to forget how to use the system or access certain aspects of it unless one is using it daily or weekly. The one area that possibly could be improved is the email tracking with contacts in the system. When I receive or send an email and try to invoke the MadeMarket icon to capture the emails, it does not appear to always work. I am sure that it is a user error. Regardless, tracking email correspondence is critical and I am glad MadeMarket has that capability.

Very positive - easy to use and purpose built for our workflow.

CRM functionality and how it links so well with tracking and managing deals. Distributions feature is also very helpful for managing reach-outs.

The inability to seamlessly follow up parties in a distribution list. Currently you have to find the email in outlook that you're CCed on that came from a distribution and manually reply in outlook if you want the follow up to be on the same chain. It would be good to be able to send bulk follow ups based on certain criteria and have it appear in the same email chain.

It's a great tool, not only for deal management but for forecasting cash flows and sharing / creating reports for management and clients. Overall, it's a wonderful tool for the $$$ spent.

It's very straightforward. So much that an intern can get into the software and quickly figure out how to use it. We also use MM as a CRM to feed other resources (although we have not integrated any plug-ins or add-ons). Additionally, the support staff at MadeMarket is wonderful. If you need assistance, MM will respond in a timely manner which each service inquiry.

I can't think of any cons; we've got no complaints.