M&A CRM and Investment Banking CRM
to сonvert dialogs into deals
Free up your mental space to focus on what matters
Less time on copy/pasting more time on
what matters
Dialllog is a project-based M&A CRM designed for Mergers and Acquisitions, Investment Banking, and Corporate Finance teams.
It drives every aspect of the deal lifecycle by bringing together relationship management, mandate execution, business development, and client coverage into one dedicated Investment Banking CRM platform.
No more endless spreadsheets and emails, silos and inefficient coordination.
It drives every aspect of the deal lifecycle by bringing together relationship management, mandate execution, business development, and client coverage into one dedicated Investment Banking CRM platform.
No more endless spreadsheets and emails, silos and inefficient coordination.
Get instant views of all M&A-related interactions between your team and your ecosystem. Dialllog keeps track of all the conversations, in real time, across any topic. Get insights from past M&A interactions to drive new ones.
Understand and manage your investment banking team's relationships with clients and prospects. Nurture connections, coordinate multi-stage interactions, manage a prioritised coverage plan, never miss a pitch opportunity again.
Relationship
Client Coverage
One CRM For All Your M&A Deals
Be on top of your firm's experience with consultants and advisors, reward the best referrals, motivate your partners to bring you more M&A investment banking deals, communicate regularly with newsletters.
Design the right approach plan and execute the outreach with personalised and automated email communications. Track marketing progress and drill into each dialog to plan the next move.
Referrals and partners
Transaction Marketing
Co-ordinate multiple advisors and work-streams, manage information requests, track completion levels and use GANTT charts to manage comprehensive M&A due diligence processes.
Due Diligence
Manage your pipeline of ongoing and potential M&A deals in one place, dynamically. Allocate and manage your team resources to be ready at the right time with the right answers.
Deal Flow
A FACT
The Game Boy is Nintendo's first handheld game console and it combined features from both the Nintendo Entertainment System and Game & Watch.
The Game Boy is Nintendo's first handheld game console and it combined features from both the Nintendo Entertainment System and Game & Watch.
LAYOUT
The Game Boy has four operation buttons labeled "A", "B", "SELECT", and "START", as well as a directional pad.
The Game Boy has four operation buttons labeled "A", "B", "SELECT", and "START", as well as a directional pad.
GAMES
The Game Boy first launched with Super Mario Land, Alleyway, Baseball and Yakuman. For the North American launches, Tetris and Tennis were also featured, while Yakuman was never released outside of Japan.
The Game Boy first launched with Super Mario Land, Alleyway, Baseball and Yakuman. For the North American launches, Tetris and Tennis were also featured, while Yakuman was never released outside of Japan.
Enjoy clarity: market relationships organised by projects
ALL IN ONE: from winning pitches to marketing and closing deals
Bring your entire ecosystem under one roof
ENJOY CLARITY - market relationships organised by projects
ALL IN ONE - from winning pitches to marketing and closing deals
Bring your entire ecosystem under one roof
What Makes Our Investment Banking CRM 100% Unique
- Structure and clarity of M&A conversations. Mandates organised into workflows
- Email integration with powerful access rights and permissions to automate processes
- Intuitive to use. De-cluttered interfaces to keep your M&A data organized and simple
Moving to Dialllog in 7 days
Dialllog has teamed up with the leading financial data provider Dealroom to help you make some smart investments without the headache of manual data entry
Get rid of that boring data entry
See for yourself how easy it is to set up Dialllog and centralise your team's exchange of information
Benefits of Using an M&A CRM Designed Specifically for Investment Bankers
Dialllog's CRM serves as the operating system and the control room for investment banking teams - in the office, remotely or on the go - making you win and close more mandates as a team.
Win mandates faster
Dialllog fortifies your M&A prospecting pipeline in various ways, amplifying your understanding of contact history within your team and the intersections between corporations. By seamlessly integrating crucial M&A-specific data from Dealroom, Dialllog markedly boosts the efficiency and accuracy of your M&A due diligence and prospecting activities.
Use relationship insights to close M&A deals faster
In the realm of M&A, the right connections and insights provide a distinctive edge over competitors. Dialllog serves as an effective tool, helping you unlock the potential of your team's network for effective M&A prospecting and deal marketing. Dialllog's advanced technology automates the capture of your team's collective network, including every contact previously pitched for an M&A deal.
Leveraging Dialllog's insights, you can not only map your team's interpersonal relationships but also pinpoint current indicators of potential interest and optimal communication channels for M&A. Our CRM's capabilities enable the analysis and evaluation of every relationship, identifying the perfect connection for your next M&A transaction. With Dialllog merges and acquisitions CRM you can streamline the deal-building process and achieve faster closures.
Leveraging Dialllog's insights, you can not only map your team's interpersonal relationships but also pinpoint current indicators of potential interest and optimal communication channels for M&A. Our CRM's capabilities enable the analysis and evaluation of every relationship, identifying the perfect connection for your next M&A transaction. With Dialllog merges and acquisitions CRM you can streamline the deal-building process and achieve faster closures.
Automating the creation of CRM records
Dialllog enhances M&A data management by automating the generation of company and contact profiles, freeing your team from the burden of manual data entry and enabling a more efficient focus on M&A specific tasks.
Our CRM also adds relevant industry information from Dealroom to each company record. By capturing all client and buyer interactions, Dialllog enables swift identification of previous engagements about M&A deals and creation of targeted buyer lists.
Our CRM also adds relevant industry information from Dealroom to each company record. By capturing all client and buyer interactions, Dialllog enables swift identification of previous engagements about M&A deals and creation of targeted buyer lists.
Access your emails where it matters
With Dialllog's EMAIL-IN-CRM you can easily see your email communication, save contacts in Dialllog (automatically or manually) and link emails and files attached to the projects and workflows you are working on so all your information is well organised and stored!
Send emails to all potential buyers with one click
With Dialllog's robust search feature, you can filter potential M&A buyers within your team's network according to your unique criteria. This optimizes your time and ensures expedited M&A deal closure. Once the right M&A counterparties are in your workflow, you can launch email campaigns and send personalised intro emails. By tracking who opens emails and who spends time reading information, you can gauge early interest in the deal.
Track all your tasks in one place
Stay on top of every M&A workflow with Dialllog’s task management system. Assign tasks, set deadlines, and track progress in a single, structured view. Integrated with your CRM, it ensures efficient coordination across deal teams, so nothing falls through the cracks.
With automatic reminders and real-time updates, your team can focus on execution rather than chasing status updates. Whether it's follow-ups, due diligence, or investor outreach, Dialllog keeps everything organised and actionable.
With automatic reminders and real-time updates, your team can focus on execution rather than chasing status updates. Whether it's follow-ups, due diligence, or investor outreach, Dialllog keeps everything organised and actionable.
Other Benefits For Investment Bankers
On-the-go note taking and easy sharing of notes with your colleagues
Team collaboration, team management, and M&A pipeline management
Clear M&A deal progression metrics, statistics, progress visualisationand reporting
Security and Confidentiality at the core of the platform. Extensive permissions management.
Email and calendar integration with advanced privacy settings
"Plug-and-play" onboarding of historic data sets and legacy CRM data
De-cluttered Interfaces
Focus on what matters with a minimalistic monochromatic design. We recreate silence allowing you to focus on your next M&A success.
Mailbox & Calendar
Integration
Integration
Define what emails will flow into Dialllog and who will see what. You are always in control.
Permission management
Define who can see what in your team. If you are working on a sensitive deal, it is easy to close the project so that only key stakeholders have access to the information
Security
of Data
of Data
Dialllog is the only CRM to provide you with a dedicated encrypted server that is based in your country. It will allow you to comply with all data regulations and sleep tight.
Moving to Dialllog in 7 days
We know how painful it is to move your M&A data from one application to another.
We provide fast, personalised and secure transfer and onboarding of your historic data from multiple sources. Free for the first 50 enquiries
We provide fast, personalised and secure transfer and onboarding of your historic data from multiple sources. Free for the first 50 enquiries
Move your M&A data from another platform in a week
Why Investment Bankers Love Dialllog CRM
Read more reviews on G2
Challenges faced by M&A, Corporate finance and Investment banking
Leveraging relationships to win best deals
M&A advisors, Investment banks and corporate finance teams need a way to bring together all the connections and conversations they have to win deals over the competition. This involves harnessing industry connections nurtured by various team members, receiving network notifications about compelling M&A opportunities, understanding who the influential decision-makers are, and learning how to gain their trust and attention. Dialllog bolsters M&A success by congregating all these critical relationships onto a single, accessible platform, thus ensuring a smoother, more effective M&A process.
Team collaboration
M&A advisors, Investment banks and corporate finance teams need a way to bring together all the connections and conversations they have to win deals over the competition. This involves harnessing industry connections nurtured by various team members, receiving network notifications about compelling M&A opportunities, understanding who the influential decision-makers are, and learning how to gain their trust and attention. Dialllog bolsters M&A success by congregating all these critical relationships onto a single, accessible platform, thus ensuring a smoother, more effective M&A process.
Data Security to protect confidentiality
Investment banks and corporate finance teams work with sensitive and confidential information. A security breach can be fatal. That is why Dialllog pays special attention to the security of the platform and data security in particular. Dialllog provides dedicated client servers, encryption and daily backups to meet regulatory requirements, ensure compliance with GDPR, and CCPA and prevent any threat to sensitive data. Read more about security here.
Get in touch to foster your deal making
