Mandate replaces spreadsheets, Dropbox folders, DocuSign, email threads, and scattered workflows with one operating system built specifically for boutique M&A advisory firms.
Watch how boutique M&A firms run their entire deal process on Mandate
Tracking mandates across Excel tabs creates blind spots, missed follow-ups, and zero visibility into deal momentum.
Manual signatures slow down investor access and create unnecessary operational friction.
CIMs, financials, and teasers buried across email threads and cloud folders make diligence messy and unprofessional.
Deals live across Gmail, WhatsApp, Excel, Dropbox, and memory — increasing the chance of missed updates and lost opportunities.
Salesforce and DealCloud are expensive, bloated, and designed for large institutions — not lean advisory teams.
Independent advisors don't lose deals because they can't source them. They lose them because operations become chaos as mandates scale.
One platform for pipelines, NDAs, investor workflows, diligence, data rooms, and deal execution.
Track every mandate, every stage, and every next step in one centralized workflow.
Send NDAs directly from the platform and automatically gate investor access until signed.
Control exactly who sees what with secure, deal-specific data rooms and audit trails.
Manage every investor across every deal using a visual Kanban workflow.
Collect, compare, and evaluate investor offers side-by-side in one place.
Give sellers a live dashboard showing investor activity, diligence progress, and deal momentum.
Centralize investor questions and maintain structured diligence communication.
Pre-built financial, legal, tax, HR, and operations checklists with progress tracking across every deal.
Generate professional deal reports instantly for IC discussions and stakeholder updates.
Run structured diligence with shared data rooms, investor Q&A, and checklist-based workflows.
Deals move through structured stages with centralized tracking, document management, and investor coordination.
Not another generic file-sharing tool. A structured, permission-based deal environment built specifically for M&A.
Different permissions for firms, sellers, and investors. Control who sees what at every stage.
Track every file view, upload, and interaction with timestamped logs.
Protect confidential materials automatically. Every download carries the recipient's identity.
Investors only access materials appropriate to their deal stage. No accidental oversharing.
One shared data room across the entire lifecycle of the deal. Seller, firm, and investors always in sync.
Track investor engagement, manage NDAs, collect IOIs and LOIs, and centralize communication in one workflow.
Professional deal pages with NDA-gated access. Investors sign before they see anything.
Visual columns to drag-and-drop investor cards between stages.
Structured offer collection from the investor portal with side-by-side comparison.
| Field | Investor A | Investor B | Investor C |
|---|---|---|---|
| Value | $45M | $38M | $29M |
| Structure | Cash | Mixed | Equity |
| Exclusivity | 60 days | 45 days | 90 days |
| Conditions | None | Due diligence | Financing |
Track engagement and momentum across every investor.
Centralized diligence communication. Investors ask questions, the firm responds — all tracked by category and status.
Most M&A software is built for enterprise institutions with massive teams, IT departments, and six-figure software budgets.
Mandate was built for lean advisory firms managing real deals in fast-moving environments.
No bloated CRM setup.
No complicated onboarding.
No disconnected tools.
Just one operating system designed around how independent advisors actually run mandates.
Every piece of data that moves through Mandate is protected by multiple layers of security — built for the sensitivity of M&A transactions.
Every user sees only their own data. Database-level rules enforce that no firm can ever access another firm's deals, documents, or investor data — even if something goes wrong at the application level. Enforced at the Postgres database level, not just the application layer.
All data moving between the browser and our servers is encrypted using TLS 1.3. Nobody can intercept documents being uploaded or downloaded — not on public networks, not anywhere.
All data stored in Mandate — every document, every financial record, every investor name — is encrypted at rest using AES-256. The same encryption standard used by banks and financial institutions globally.
Every document accessed through Mandate is automatically watermarked with the recipient's identity. If a confidential file is shared outside the platform, you know exactly where it came from.
Every action in the platform is logged — who uploaded a file, who viewed it, who downloaded it, and when. Full timestamped audit trail available per deal at any time with no gaps.
Investors access documents in a controlled preview environment by default. Downloads are disabled unless explicitly permitted by the firm. You decide what leaves the data room.
Investors cannot access any deal materials until they have signed a legally binding NDA within the platform. Signature is validated, timestamped, and stored automatically against their profile forever.
Mandate is not publicly accessible. Every user account is either directly invited by the firm or approved by a Mandate administrator before gaining access. No open signups, no anonymous access.
All sessions are managed server-side with automatic expiry after 7 days of inactivity. Logging out clears all session data instantly. No sensitive data is ever stored or cached in the browser.
Every party — firm, seller, investor — operates in a completely separate access environment. Firms control exactly what each investor and seller can see, do, and download at every stage of the deal.
Documents are released to investors based on deal stage progression. Early stage investors see teasers only. Full data room materials unlock only when the firm advances the deal. No accidental oversharing.
All API keys, tokens, and secrets are rotated regularly and never exposed on the client side. Credentials are stored server-side only and cycled on a scheduled basis to minimize any exposure risk.
“M&A transactions involve some of the most sensitive commercial data in existence. We built Mandate's security around that reality — not as an afterthought.”
Questions about our security practices? Email us at contact@mandatetrack.com
Mandate includes every feature — pipeline management, data rooms, NDA signing, seller portal, investor tracking, IOI and LOI management, Q&A module, alerts, report export, and full audit logs.
No feature tiers. No per-deal pricing. No hidden costs.
Pricing is customized based on your firm's deal volume and team size.
First deal free. No credit card required. Setup in under 10 minutes.
Stop managing mandates through spreadsheets, email threads, scattered folders, and disconnected tools. Mandate gives boutique advisory firms one centralized operating system for deal execution — from screening to close.
First deal free. No credit card required. Setup in under 10 minutes.