Build a Capital Markets CRM Using AI in Minutes
Describe your Capital Markets CRM in plain English and create a production-ready build, from design and development to deployment, in minutes. No code needed.
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The capital markets CRM builder that works the way you do
No hunting for plugins or add-ons. Everything a capital markets team needs to build, launch, and run its CRM is included from the start.
Institution & Mandate Management
Keep institutions, contacts, and mandate records in one structured place with the fields and views your work actually needs. Spell it out in plain English and the layout is built for you.
Pitch-to-Mandate Pipeline
Track coverage through pitches to won mandates stage by stage, exactly the way your team works. Explain the steps and the builder creates the stages and rules.
Coverage and Interaction Logs
Track every touchpoint by institution with the history compliance expects. All generated from a plain-language prompt.
Roadshow Follow-Up Automation
Set up triggers for meeting follow-ups, deal updates, and roadshow logistics in plain English. The builder turns them into automations that run without manual work.
Capital Markets Tool Integrations
Link email, calendars, and research platforms so records stay current across systems. Tell the builder what talks to what and the connections are configured.
Capital Markets Roles & Permissions
Give owners, managers, and front-line staff exactly the access they need. Describe who sees and edits what, and the roles are configured for you.
What your capital markets CRM can handle end to end
See every opportunity by stage
Track sourcing, diligence, and closing in one pipeline view. A CRM you shape around your own process that makes Monday pipeline reviews take minutes, not hours.
window.awbMockup = { dealFlow: "Build a capital markets CRM that tracks every deal from sourcing to close in one pipeline.", relationships: "Build a relationship graph that connects people, firms, and every interaction.", meetingsNotes: "Build a meeting tracker that logs notes and fires follow-up reminders automatically.", reporting: "Build a pipeline dashboard that shows deal flow, stage conversion, and team activity." };
Institutional memory for every contact
Keep people, firms, and interaction history connected. When you build a capital markets CRM with AI, no relationship depends on one person's inbox.
window.awbMockup = { dealFlow: "Build a capital markets CRM that tracks every deal from sourcing to close in one pipeline.", relationships: "Build a relationship graph that connects people, firms, and every interaction.", meetingsNotes: "Build a meeting tracker that logs notes and fires follow-up reminders automatically.", reporting: "Build a pipeline dashboard that shows deal flow, stage conversion, and team activity." };
Keep momentum after every meeting
Log notes and next steps inside the CRM you create, with reminders that keep every conversation moving.
window.awbMockup = { dealFlow: "Build a capital markets CRM that tracks every deal from sourcing to close in one pipeline.", relationships: "Build a relationship graph that connects people, firms, and every interaction.", meetingsNotes: "Build a meeting tracker that logs notes and fires follow-up reminders automatically.", reporting: "Build a pipeline dashboard that shows deal flow, stage conversion, and team activity." };
Know how the pipeline is really performing
Track deal flow, stage conversion, and team activity in real time.
window.awbMockup = { dealFlow: "Build a capital markets CRM that tracks every deal from sourcing to close in one pipeline.", relationships: "Build a relationship graph that connects people, firms, and every interaction.", meetingsNotes: "Build a meeting tracker that logs notes and fires follow-up reminders automatically.", reporting: "Build a pipeline dashboard that shows deal flow, stage conversion, and team activity." };
How to Create a Capital Markets CRM in Four Steps
Skip the templates and setup. Explain your contacts, deal stages, meeting cadence, and reporting needs in plain language, and everything from UI to database to automations is generated, and it is live the same day.
Tell the builder about your contacts, deal stages, meeting cadence, and reporting needs, the way you would explain them to a colleague.
The builder generates the whole system end to end, covering relationships, deal flow, meetings, and reporting, from interface to database.
Review it and refine conversationally. Every tweak to the fields, views, and rules your capital markets work needs takes seconds.
Connect your stack, bring the team in, and launch. Nothing to migrate later, it grows with your deal flow.
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Why Choose Emergent for Building Your Capital Markets CRM?
Build a capital markets CRM around your unique workflows, with the flexibility to customize, scale, and adapt as your business grows.
| Other Tools |  | |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front-end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface-level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
Pick the Pricing Plan That Works for You
Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.
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