The platform
Run the whole deal, not the spreadsheet.
Summex is the system of record for a boutique's whole book: every client, every mandate, and the work behind it, from the first teaser to the close.
The pipeline
Every mandate, one pipeline
Track every live deal across the six stages a process actually runs: Exploration, Engagement, Buyer Prep, Roadshow, Diligence & Execution, and the Close.
A board view shows where every deal stands; a table view gives you the dense, sortable read for a pipeline review.
Northwind Materials
Sell-Side- Exploration
- Engagement
- Buyer Prep
- 4RoadshowIn market
- 5Diligence & Execution
- 6Close
The work
The deal work, typed and tracked
The real tasks behind a mandate: models, CIMs, comps, buyer outreach, diligence. Each is typed with its deliverable and tagged with the tools your team already uses, and logged against the company and the deal, so the next analyst can pick it up cold.
Deal team work
2/4 doneFinancial model
DCF · LBO · comps
CIM
Confidential memo
Public comps
Trading & transaction
IOI / bid tracking
Buyer outreach
Coverage
Two mandates, one client, no confusion
A client can run a capital raise and a sale at the same time. Summex tracks each as its own pipeline on the same company, with a parallel-mandate view on the company header so coverage always knows which is which.
Acme Holdings
2 live mandates
$50.0M · 9 IOIs
EV $42.0M · 8.4×
Onboarding
Bring your book in minutes
Already running your franchise out of Excel? Download the template, drop in your pipeline, and map your columns once. A live preview shows exactly what will load before you commit.
current_book.xlsx
142 companies · columns mapped
+ 138 more
Beyond the pipeline
What a small team needs to run a full process.
TEV/EBITDA, TEV/revenue, and margin computed on every company.
Import companies, deals, and contacts straight from a spreadsheet.
Calls, emails, and meetings logged against the company and deal.