CRMMay 14, 2026
Best AI CRM for Investment Banking in 2026
A direct comparison of the top AI-native CRM platforms for investment banking teams, with an honest breakdown of who each tool is built for.
By Jack PittsRead article →
Resources
Guides for investment banking
and private equity teams
Practical advice on CRM, deal flow, and AI-assisted workflows for M&A professionals. No fluff, no generic sales content.
Private EquityMay 17, 2026
Best CRM for Private Equity Firms in 2026
What PE deal teams actually need from a CRM and which platforms deliver it, from emerging LMM funds to established buyout shops.
By Jack PittsRead article →
Deal OriginationMay 20, 2026
Best Deal Origination Software for Boutique M&A Advisors (2026)
A practical guide to deal origination software for boutique investment banks and independent M&A advisory firms in the lower middle market.
By Jack PittsRead article →
AI & WorkflowMay 23, 2026
How Investment Bankers Use AI to Manage Deal Flow in 2026
An honest look at where AI is making a real difference in M&A deal flow, where it still falls short, and how to think about adopting it.
By Jack PittsRead article →
Lower Middle MarketMay 27, 2026
Best CRM for Lower Middle Market M&A Teams in 2026
LMM deal work is different from large-cap M&A. Here is what boutique advisory firms and PE buy-side teams actually need from a CRM.
By Jack PittsRead article →
OperationsMay 30, 2026
Why Investment Banking Teams Have Too Many Tools (And Why It's Killing Their Deal Flow)
How deal teams accidentally accumulate fragmented software stacks, what it actually costs them, and what consolidation really looks like.
By Jack PittsRead article →
Deal OriginationJune 3, 2026
How to Do High-Volume Deal Outreach Without Losing the Human Touch
Volume and personalization are not opposites in M&A. Here is the workflow that lets boutique advisory firms reach 200-400 contacts a month without sounding like a blast campaign.
By Jack PittsRead article →
OperationsJune 6, 2026
The Hidden Cost of Too Many Tools: How Fragmented Software Is Draining Your Deal Team
The three hidden costs of software fragmentation in investment banking: data loss at the seams, manual re-entry, and cognitive load. Plus what consolidation actually looks like.
By Jack PittsRead article →
Corporate DevelopmentJune 10, 2026
Why Corp Dev Teams Are the Most Underserved Deal Professionals in Software
Corporate development teams run acquisition pipelines as complex as any boutique bank, but end up with sales CRMs or spreadsheets. Here is what they actually need and why existing tools miss the mark.
By Jack PittsRead article →
Deal OriginationJune 13, 2026
Why Good Deal Relationships Go Cold (And How to Stop Losing Them)
The relationship memory problem is the most expensive failure mode in deal origination. How bankers, PE investors, and growth equity firms lose mandates and investments they should have won.
By Jack PittsRead article →
Deal OriginationJune 20, 2026
AI Deal Sourcing for Investment Banking and Private Equity in 2026
Why manual deal sourcing breaks down for boutique firms, what proprietary off-market origination actually requires, and how AI-assisted sourcing changes the math.
By Jack PittsRead article →
CRMJune 24, 2026
Deal Tracking Software for Investment Banking and Private Equity in 2026
Why generic sales pipelines break for M&A and PE deal teams, what real deal tracking requires, and how to evaluate software built for how deals actually move.
By Jack PittsRead article →
AI & WorkflowJune 28, 2026
What Is an AI-Native CRM? (And Why It Matters for Deal Teams)
The real difference between a CRM with AI features bolted on and one built AI-native from the ground up, and why the distinction matters most for deal-driven teams.
By Jack PittsRead article →
Founder StoryJuly 2, 2026
Why I Built HelmIQ
Jack Pitts on running his own lower middle market M&A firm, why the CRM and sourcing tools available to boutique deal teams fell short, and why he decided to build the tool himself.
By Jack PittsRead article →