FinBursa 360 · Advisory Firms
The Intelligent Front Office for Advisory Firms
FinBursa 360 gives advisory firms one configurable front office for relationships, mandates, collaboration and execution across capital raising, asset sales and advisory engagements.
Built for placement agents, capital introduction firms, fundraising advisors, M&A advisors, transaction advisors and strategic advisory firms.
The Context Gap
Disconnected systems limit what AI can understand
Advisory mandates can span CRM systems, spreadsheets, shared drives, email and deal-specific tools. Each system may hold part of the engagement while the firm's relationship and mandate context remains fragmented. The tools multiply. The context does not.
VDR Cost
Per-deal VDR licensing fees accumulate across every new engagement.
A firm managing multiple capital raises, asset sales, and advisory mandates can trigger a new licensing event for every data room. The cost grows with mandate volume instead of reflecting the firm's overall technology investment.
Mandate Workflows
Advisory mandates rarely follow one standard process.
Capital raising, asset selling, restructuring, valuation, and strategic advisory engagements require different intake requirements, stages, tasks, milestones, and deliverables. When these workflows live across spreadsheets and disconnected project tools, process visibility depends on individual team discipline.
AI Tools
General-purpose AI can create governance and compliance exposure when used with confidential client and transaction information.
Confidential advisory work requires appropriate controls around permissions, data handling and auditability. AI operating outside the mandate environment may lack both those controls and the relationship, document and activity context surrounding the engagement.
Context Loss
Relationship intelligence and mandate history become fragmented across engagements.
Client objectives, counterparty interactions, transaction history, documents, and previous activity often remain isolated in separate systems. The next mandate starts with incomplete context instead of the firm's accumulated institutional memory.
The Verdict
When relationships, mandates, documents, activities, and AI intelligence share the same data model, advisory firms can configure each process without losing the context that connects them.
VDR Cost1 / 5
FinBursa 360
One Platform for Every Advisory Workflow
FinBursa 360 is a configurable front office where relationships, mandates, documents, activities and agentic AI share context and permissions across capital raising, M&A and transaction advisory workflows.
How Advisory Firms Operate on FinBursa
Every Mandate, Configured Around the Process
Mandate Origination
Every mandate starts with relationship context.
Advisory mandates start with relationships, opportunities, referrals, and market activity. Investment CRM gives firms one system of record for clients, counterparties, prospects, and engagement history, while AI Insights surfaces risks and opportunities across those relationships.
Every client, investor, buyer, seller, intermediary, referral source, and counterparty is tracked in one system. Engagement history, activities, relationships, and relevant records remain connected so teams can understand the full context before pursuing a mandate.
Explore Investment CRMProspective mandates can be captured through configurable intake forms and managed through stages tailored to the firm's origination process. Required information, next actions, tasks, and deadlines remain attached to the relevant opportunity rather than scattered across email and personal notes.
Explore Deal ManagementAI Insights monitors CRM records and engagement activity to identify risks and opportunities in real time. Changes in relationship activity, cooling engagement, emerging opportunities, and other relevant signals can surface before they become missed business.
Explore AI InsightsMandate Setup & Execution
Configure every mandate around the firm's process.
Deal Management adapts to each engagement, with configurable intake, stages, tasks, milestones and requirements across capital raising, asset sales, M&A and other advisory mandates.
Configurable workflows. Role-based permissions. AI execution within defined access scopes.
Configure Deal Management around the firm's process, from mandate intake through completion. Each workflow can define stages, required fields, tasks, milestones, ownership, and process requirements without forcing every mandate into the same structure.
Explore Deal ManagementCapture the information required for each engagement and manage the resulting work as a structured project. Tasks, activities, deadlines, dependencies, and responsibilities remain linked to the mandate so the team works from one operational record.
Explore Deal ManagementConfigure unlimited AI Skills to perform tasks within the firm's workflows. Skills can be designed for specific advisory processes, documents, analysis, research, reporting, or operational activities and can operate within the permissions and context available to the user.
Explore AI SkillsRelationship & Counterparty Management
Every mandate stays connected to its relationships.
Advisory firms work with clients, investors, buyers, sellers, targets, management teams, legal advisors, financial advisors, and other counterparties across multiple engagements. FinBursa connects those relationships to the mandates, transactions, activities, and documents they support.
CRM records connect organizations and individuals to mandates, transactions, activities, documents, campaigns, and historical interactions. Teams can see the relationship context surrounding an engagement without reconstructing it from separate systems.
Explore Investment CRMMeetings, emails, tasks, notes, and other activities can be linked to CRM records and relevant mandates. AI Insights monitors connected activity to identify changes in engagement, potential risks, and opportunities across the relationship network.
Explore AI InsightsRelationship and mandate history remains available after an engagement closes. Previous interactions, transaction participation, documents, and activity provide context for future mandates instead of requiring teams to rebuild the relationship from scratch.
Explore Investment CRMCollaboration & Process Management
Coordinate every participant from one controlled environment.
Advisory teams need to share documents, coordinate activities, manage requests, and maintain visibility across internal and external participants. FinBursa connects VDRs, Client Portals, tasks, activities, and mandate workflows so collaboration remains part of the engagement record.
Role-based permissions. Controlled external access. Full activity and audit history. Learn more about our security & compliance standards.
Create dedicated VDRs for any mandate, process stage, client workstream, or external collaboration requirement. Documents, permissions, activity, and access controls remain connected to the relevant mandate without a separate per-deal VDR contract.
Explore Virtual Data RoomClient Portals provide scoped environments for external participants to access documents, collaborate, respond to requests, and participate in mandate workflows. Access is controlled according to the participant's permissions and role.
Explore Client PortalsTasks and activities can be associated with CRM records, deals, campaigns, mandates, teams, and operational processes. Teams can coordinate execution from the relevant record instead of maintaining separate task lists and coordination tools.
Explore Tasks & ActivitiesIntelligence & Execution
Turn mandate data into intelligence and action.
Advisory firms accumulate valuable information across relationships, mandates, transactions, documents, and activities. ALF connects that context to identify risks and opportunities, while configurable AI Skills can execute tasks across different advisory workflows.
AI operates within the user's available permissions and the context provided by the firm's data and workflow configuration.
AI Insights proactively monitors CRM records, transactions, deals, mandates, and related activity to surface relevant risks and opportunities in real time. Signals are connected to the underlying record so teams can investigate and act from the same environment.
Explore AI InsightsCreate unlimited AI Skills for specific advisory tasks and workflows. Skills can support analysis, document work, research, preparation, reporting, and other repeatable activities without requiring a separate AI application for each use case.
Explore AI SkillsCompleted mandates retain their relationship context, documents, activities, workflow history, and relevant intelligence. The firm's accumulated information remains available for future origination, client service, and subsequent mandates.
Explore Deal ManagementTechnology Economics
A more efficient operating model for advisory firms.
Replace fragmented technology costs with one predictable platform cost. One platform replaces CRM, VDR, collaboration and workflow tools.
PREDICTABLE COST
One subscription replaces multiple technology costs and scales with the firm.
VDR ECONOMICS
Add data rooms without a separate VDR contract for each mandate.
EXTERNAL ACCESS
Give clients, investors and counterparties dedicated, branded access.
What one FinBursa 360 subscription consolidates
Per-deal VDR licensing, CRM, Deal workflow management, Shared drive coordination, Standalone AI tools and Client collaboration.
Unlimited mandates. Unlimited data rooms. AI across every workflow.
ALF — Operating Intelligence
Context-Aware Agentic AI for Advisory Workflows
ALF operates on the shared data layer across relationships, mandates, transactions, documents, activities, and workflows. AI Insights identifies risks and opportunities across that context, while configurable AI Skills execute tasks within the user's permissions.
Relationship Intelligence
ALF monitors relationship records and engagement activity across the firm's network to identify changes in relationship health, emerging opportunities, and potential risks. Signals remain connected to the underlying CRM record and related mandates.
Mandate Intelligence
ALF monitors active mandates, workflow stages, tasks, deadlines, and activities to surface execution risks and opportunities. Signals are connected to the mandate record so the team can act without reconstructing context.
Document Intelligence
ALF can analyze documents within the user's permitted context and surface relevant information, inconsistencies, missing items, and potential issues. Analysis remains connected to the relevant mandate and document record.
Counterparty Intelligence
ALF monitors activity across investors, buyers, sellers, clients, targets, and other counterparties to identify relevant changes in engagement and transaction context.
Activity Intelligence
ALF analyzes tasks, activities, workflow events, document access, and other platform activity to identify stalled processes and actions requiring attention.
AI Skills
AI Skills can be configured to execute specific advisory tasks using the context and permissions available within FinBursa. Firms can create unlimited skills for different workflows without creating a separate AI application for every use case.
Execution Advantage
What changes when mandateworkflows share context
Shared context improves visibility, continuity and execution across relationships, mandates and advisory workflows.
Complete
Workflow auditability across activity, documents and decisions.
Live
Engagement visibility across clients, investors and counterparties.
Connected
Shared context across relationships, mandates and workflows.
Proactive
Relationship and mandate intelligence that helps teams act before opportunities are missed.
Retained
Institutional memory beyond each engagement.
Unified
Commercial activity connected to mandates, relationships and execution.
Security & Governance
Enterprise-grade security and governance.
Built for institutional workflows requiring granular access control, auditability and secure handling of sensitive private market information.
- ISO 27001:2022 Certified
- SOC 2 Type I Completed
- GDPR-Aligned Data Protection
- Encryption
Access Control
Granular permissions control access across users, transactions and documents, while each firm's data remains isolated within its own environment.
Audit Trails
User activity, approvals, communications and document access are recorded with timestamped visibility across the platform.
Data Encryption
Data and documents are encrypted at rest with AES-256 and in transit with TLS 1.2+.
Platform Comparison
The fragmented stack vs FinBursa 360. The unified front office.
The difference is not simply the number of tools. It is whether mandates, relationships, documents, activities and intelligence operate from the same configurable context.
| The Fragmented Stack | FinBursa 360 | |
|---|---|---|
| Mandate workflow | Different mandate types are managed across spreadsheets, project tools, CRM and email, with processes dependent on individual team practices. | Configurable mandate workflows. Intake, tasks, milestones, documents and approvals can be structured around each advisory process. |
| Relationship context | CRM records sit separately from mandates, transactions, documents and activities, requiring teams to reconstruct context when engagements begin. | Connected relationship intelligence. Relationships connect directly to mandates, opportunities, transactions, documents and activities. |
| Collaboration & VDR | Client collaboration, documents and data rooms are managed through separate third-party tools. | Branded collaboration environment. VDRs and Client Portals operate within the same mandate environment. |
| AI execution | AI use cases rely on separate tools, prompts and manual information transfers between systems. | Configurable AI Skills. Firms can deploy AI workflows for research, analysis, documents, reporting and recurring advisory tasks. |
| Institutional memory | Completed engagements leave relationship and mandate context fragmented across systems and team members, limiting context for future work. | Institutional memory retained. Mandate history, relationships, documents, activities and intelligence remain available for future origination and execution. |
| Operating model | Multiple systems create overlapping licenses, administration and integration overhead across mandate types. | One configurable operating environment. Different advisory workflows operate on the same underlying data layer. |
Mandate workflow
The Fragmented Stack
Different mandate types are managed across spreadsheets, project tools, CRM and email, with processes dependent on individual team practices.
FinBursa 360
Configurable mandate workflows. Intake, tasks, milestones, documents and approvals can be structured around each advisory process.
Relationship context
The Fragmented Stack
CRM records sit separately from mandates, transactions, documents and activities, requiring teams to reconstruct context when engagements begin.
FinBursa 360
Connected relationship intelligence. Relationships connect directly to mandates, opportunities, transactions, documents and activities.
Collaboration & VDR
The Fragmented Stack
Client collaboration, documents and data rooms are managed through separate third-party tools.
FinBursa 360
Branded collaboration environment. VDRs and Client Portals operate within the same mandate environment.
AI execution
The Fragmented Stack
AI use cases rely on separate tools, prompts and manual information transfers between systems.
FinBursa 360
Configurable AI Skills. Firms can deploy AI workflows for research, analysis, documents, reporting and recurring advisory tasks.
Institutional memory
The Fragmented Stack
Completed engagements leave relationship and mandate context fragmented across systems and team members, limiting context for future work.
FinBursa 360
Institutional memory retained. Mandate history, relationships, documents, activities and intelligence remain available for future origination and execution.
Operating model
The Fragmented Stack
Multiple systems create overlapping licenses, administration and integration overhead across mandate types.
FinBursa 360
One configurable operating environment. Different advisory workflows operate on the same underlying data layer.
Five questions before the first demo.
Yes. FinBursa 360 can support capital raising, asset sales, M&A, strategic advisory, restructuring, transaction advisory, and other engagement types. Deal Management can be configured with mandate-specific intake forms, stages, tasks, milestones, required information, and workflow requirements. The platform does not require every advisory engagement to follow the same process.
Deal Management can be configured around the firm's operating process. Teams can define the information collected at intake, workflow stages, responsibilities, tasks, milestones, and other process requirements. Tasks and activities can also connect to CRM records, deals, campaigns, mandates, teams, and operational workflows. AI Skills can be configured separately to execute specific tasks within those workflows.
ALF operates within the permissions and context available to the logged-in user. AI Insights can identify risks and opportunities across permitted CRM records, transactions, deals, mandates, documents, and activities. Configurable AI Skills execute tasks using the information available within their defined context. ALF does not exceed the user's access permissions.
Yes. FinBursa 360 includes unlimited virtual data rooms and controlled Client Portals within the same operating environment as CRM and Deal Management. Firms can create dedicated data rooms for individual mandates, stages, client workstreams, or external collaboration without a separate per-deal VDR contract. Documents, permissions, access activity, tasks, and collaboration remain connected to the relevant mandate and relationship records.
FinBursa manages configuration, data migration and onboarding with your firm. The platform is configured around your existing workflows, permissions and operating model, enabling rapid deployment without requiring a prolonged transformation project. Scope depends on configuration requirements, data readiness and firm availability.
More questions? Visit our full FAQ page, learn more about our security and compliance standards, or talk to us directly.
Schedule a Demo
The advisory platform should adapt to the mandate.
FinBursa 360 gives advisory firms a configurable front office for capital raising, asset sales, M&A and other advisory mandates, with data rooms, relationship intelligence and AI operating from the same context.