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Investment banking & transaction advisory

Turn an advisory inquiry into an assigned introductory conversation.

Better fit. Lower total cost.

We can build a transaction-advisory website and initial engagement workspace for mandate inquiries, adviser assignment, meeting preparation and controlled document requests.

Example customer journey

An organized first step

  1. 01Explore the advisory services
  2. 02Outline the proposed mandate
  3. 03Arrange an introductory conversation
Proposed workflow

Website and software

What we can build

01 / WEBSITE

Explain the advisory service and relevant experience.

Present sectors, services, attributable team backgrounds and authorized transaction references. Let a prospective client outline the type of mandate and request a conversation without sending deal documents through a general contact form.

02 / SOFTWARE

Keep the initial mandate and next action in view.

Track the introductory brief, assigned adviser, meeting status and staff-approved information requests. Carry the agreed administrative checklist into engagement setup if the firm proceeds.

03 / REPLACEMENT

Subscriptions to review

These are candidates for a custom replacement, if you currently pay for them:

  • Mandate inquiry and relationship-tracking software
  • Engagement checklist and scheduling tools
  • Document-request and client-portal subscriptions

Cheaper and better

Lower engagement setup costs. One current mandate brief.

Replace separate mandate-intake, checklist and client-portal subscriptions with an engagement workspace that costs less overall. Advisers work from the same current brief, meeting status and requested-information list.

Compare the full cost: Augmere’s price, migration, hosting, support and any services you retain. Count staff time saved separately from subscription savings.

How we compare price and performance

Compare your options

Get a better setup.
Pay less for it.

Send your website, an agency quote or the software you pay for. We’ll compare the complete cost and the improvements a custom build can deliver.

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