The CRM built for running M&A mandates.
Run more mandates per banker. Every call, signature and task lands on the deal on its own.
Everything inside Reticle
- Client spaces
- Client portal
- Deal pipelines
- Call recording
- E-signature
- Task management
- Email outreach
- Consolidated inbox
- AI assistant
- Actions inbox
- Gmail, Calendar and Drive
- Audit log
Replaces your call recorder, your e-signature tool and your project management software.
The problem
A sales CRM was never built for a mandate.
Each mandate has its own counterparties, process, documents and client, and the firm's own business development on top. The call recorder, the signature tool and the task tool sit beside the CRM and talk to none of it. Reticle is built around the mandate and swallows the other three.
Features
01
Run ten mandates like they are one.
Each mandate is its own client space: pipeline, contacts, calls, documents, tasks and outreach, sealed off from every other mandate. Your client logs into theirs and sees their deal and nothing else.
02
Tell it what happened. It updates the CRM.
Bankers run the CRM by talking to it. Clients ask it about their own deal and their own files, and get answers from nothing else.
› Move the machining deal to Engaged and log today's call.
Moved to Engaged. Call filed to the deal record. Follow-up task set for Thursday.
› Which buyers opened the CIM this week?
Three. The strategic buyer spent the longest in 02 Financials.
03
Hang up. It is already filed.
Replaces your call recorder. Every call is recorded, transcribed and attached to the deal, and searchable through the assistant and MCP.
04
NDAs out and back without leaving the deal.
Replaces your e-signature tool. Every document starts from the record and attaches to the client and the deal when it is signed.
05
Your task list writes itself from the call.
Replaces your project management software. Tasks live in the CRM and are pulled from call recordings automatically.
06
One inbox for every mandate, with the reply already drafted.
Business development for the firm, not only the mandates. Outreach from every mandate lands in one inbox; the assistant drafts the reply and stages the CRM updates for one-click approval.
07
Agents propose. You approve in one click.
Agents create recommended actions and can run the CRM end to end. Every recommendation waits in the Actions inbox until you approve it.
08
Your Google Workspace, already connected.
Email and calendar sync in. Drive files attach to records, and the assistant can read them.
09
Roles, access and an audit log.
Each firm's data is isolated and each mandate is its own space. Directors see only their mandates. Every change is logged.
Works with
One record across all three.
Sonar
A market map becomes a pipeline and a campaign in Reticle in one step.
Trove
A deal in Reticle opens a room in Trove. Buyer groups from the pipeline become permission groups.
The hand-off
Sourced in Sonar. Run in Reticle. Closed in Trove.
Sector: Industrial Services
EBITDA Range: $2-5M
Ownership: Founder led
Region: CA / US
Finds and enriches the buyers and sellers worth calling.
| Company | Revenue | ||
|---|---|---|---|
| ✓ | Precision machining | Band C | on file |
| Industrial HVAC | Band B | on file | |
| ✓ | Fluid handling | Band C | on file |
| Metal fabrication | Band D | on file | |
| ✓ | Packaging | Band C | on file |
| ✓ | Test equipment | Band B | on file |
| ✓ | Controls | Band C | on file |
| Coatings | Band D | on file |
Runs every mandate, call and task in one place.
Contacted
Engaged
NDA
LOI
Diligence
Opens the data room and shows who read what.
AI-first
API, MCP server and CLI.
An API and an MCP server for read and write workflows, plus a CLI. The assistant and the Actions inbox are the same capability, inside the product.
Example
An agent reviews the day's calls and emails, files them, and queues the follow-ups in the Actions inbox for approval.
Founding partners
We're selecting our founding partners.
A small group of firms will run their mandates on Vibanc first and shape what we build next. We review every application and choose by fit.
What we look for
- — Advisors running live mandates, sell-side or buy-side.
- — Firms ready to run on AI, not just try it.
- — Partners who will tell us what to build next.