Mandates, deals, counterparties, event signals. TailorLead is not a reconfigured HubSpot instance. It is a CRM built around origination work : M&A, private equity, private banking and wealth management. Strict multi-tenant isolation and a native audit log.
Four native objects, not repurposed.
Mandates
The unit of work. A mandate carries its thesis, its sector scope, its sponsor and its exit window. Everything else hangs off it.
Deals
Every advanced target becomes a deal, placed on the mandate pipeline. Stage history, owner, next action.
Counterparties
Companies, executives, beneficial owners and advisers. Linked to each other, linked to deals: the relationship memory your team builds up.
Event signals
Leadership change, fundraise, capital opening, BODACC filing. The signal attaches to the counterparty and surfaces on the deal it concerns.
Filterable by sponsor, by exit window.
A target moves from the long-list to a signed NDA. Filter the view by sponsor, by exit window, by sector lead or by fund. Everyone finds their own perimeter, nothing else.
Illustrative · fictional data for demonstration
It replaces, or it feeds.
It replaces Excel and a generic CRM.
The long-list, the counterparties, the outreach tracking: all of it lived in Excel workbooks sent by email and a CRM never built for deal-making.
TailorLead brings the two together. The objects are already those of an origination team, not a HubSpot reconfigured by hand, month after month.
- +No more reference workbook that drifts between analysts
- +Pipeline by mandate from day one, no setup
- +Excel import to carry over your existing history
It sits on top and feeds the existing system.
DealCloud or Salesforce stays the bank's system of record. TailorLead does not replace it. It sources, qualifies, and pushes the prospects you keep into it.
The push is one-way: TailorLead writes to your system of record, never the reverse. No double entry, no version conflict.
- +One-way push to DealCloud / Salesforce / HubSpot
- +Scoped integration: about a week to set up
- +Strict multi-tenant isolation on the TailorLead side
TailorLead writes to your system of record.
Qualified deals go to DealCloud, Salesforce or HubSpot, in a single direction. The bank's system of record stays authoritative; TailorLead feeds it without ever writing back.
Scoped setup · about a week of integration