A partner pipeline view
Bring mandate stages, ownership and next steps into a consistent view for the pipeline meeting.
Services 05
Firms already hold the answers to their own questions: which mandates are moving, which buyers respond, where the time goes. We organise that information properly and surface it, so the answer takes one glance instead of an afternoon of assembling spreadsheets.
Why it matters
The answers already exist in the firm. They are just expensive to reach.
Which mandates are actually moving, which buyers respond to which kind of approach, where the team's hours go: firms hold all of this already, scattered across trackers, inboxes and memory. Assembling it into an answer takes an afternoon, so the questions get asked less often than they should.
We organise the underlying information first, then surface it in reports and dashboards built around the questions the partners actually ask. When the answer takes one glance, it starts informing decisions instead of confirming them afterwards.
How we approach it
How we deliver this service.
01
Structure first, dashboards second
Reports are only trusted when the data underneath is entered once and consistent everywhere. We fix the underlying data before building the reporting on top of it.
02
Built around real questions
The Monday pipeline meeting, the quarterly review, the partner who wants three numbers: we design for the reviews that actually happen rather than producing charts for their own sake.
03
Your data, always exportable
Your reporting data exports cleanly in standard formats. Hosting and processing are agreed with your firm; reporting should never become a form of lock-in.
What this covers
What this looks like in practice.
01
Pipeline and mandate reporting
The state of every live mandate, current at the moment it is opened.
02
Buyer response and outreach analytics
Which approaches land and which buyers engage, measured rather than remembered.
03
Partner-level dashboards
The handful of numbers the partners actually run the firm on, in one glance.
04
One source of truth across the firm
Every report drawn from the same underlying data, so the numbers stop disagreeing.
05
Reports prepared for internal reviews
Pipeline meetings start from a prepared picture instead of an assembly job.
06
Clean exports whenever you need the data
Your data leaves in standard formats whenever you want it, with nothing held back.
Project examples
Projects we can scope around your tools.
Buyer outreach analytics
See which approaches lead to replies, using agreed definitions and traceable source activity.
A repeatable internal report
Reconcile source data once, then prepare consistent reports and clean exports for each review.
Scope
What this covers, where it runs and how it is maintained.
What does reporting cover for a deal firm?
The questions partners already ask and currently answer by assembling spreadsheets: which mandates are actually moving, which buyers respond to which kind of approach, and where the team's hours go. In practice that means pipeline and mandate reporting current at the moment it is opened; buyer response and outreach analytics measured rather than remembered; partner-level dashboards with the handful of numbers the firm runs on; and reports prepared for the Monday pipeline meeting and the quarterly review rather than assembled in the room. Every report draws from the same underlying data, so the numbers stop disagreeing.
Why fix the data before building dashboards?
Reports are only trusted when the data underneath is entered once and consistent everywhere, so the underlying information is organised first and the reporting built on top of it. Messy data is the normal starting point, not an obstacle: cleaning and structuring what already exists is part of the build, and the system is then designed to keep data clean by capturing it properly at the point of entry. Dashboards are designed around the reviews that actually happen, not charts for their own sake.
Can we get our data out, and who sees it?
Yes. Reporting data can be exported in standard formats; it should never become a form of lock-in. Access, hosting and processing arrangements are agreed with your firm, and data is handled securely and privately. If the engagement ends, everything is handed over and anything we hold is deleted within 90 days. The work is maintained on a retainer billed every 4 weeks on rolling terms.
Common questions
Questions about this service.
Our data is a mess. Is that a problem?
It is the normal starting point, not an obstacle. Cleaning and structuring what already exists is part of the build, and the system is then designed to keep the data clean by capturing it properly at the point of entry.
Can we get our data out?
Always. Clean exports in standard formats are part of the design, not an afterthought. If the engagement ends, everything is handed over and anything we hold is deleted within 90 days.
Do you see our numbers?
Your data remains yours. During build and support, access and processing are agreed with your firm under confidentiality terms. Hosting may be managed or within your own environment, depending on your requirements.
Further reading
Essays on the thinking behind this service.
Related services
Work that usually goes with this.
Working with sensitive information
Built around the way your firm already works.
Your VDR remains the source of truth for shared deal documents. We agree what each system needs to access, where information is processed and how the build fits your firm's existing setup.
Agreed for each engagement.
Your document environment stays yours
We build around the VDR and tools your firm already uses, keeping them as the source of truth for shared deal documents.
Only the context the work needs
Before a build, we agree what information the system uses, who can access it and how it moves between your existing tools.
A deployment agreed together
Hosting and data handling are shaped around the engagement and your firm's requirements, including your own environment where appropriate.
What is slowing your team down?
Tell us how your firm runs deals. We will help you identify the first useful system to build.
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