FinBursa 360 · Advisory Firms
The Intelligent Front Office for Advisory Firms
FinBursa 360 connects client relationships, configurable mandate workflows, documents, collaboration and capital-raising processes in one front office, keeping the context behind every engagement connected from origination through delivery.
The Operating Gap
Different mandates, one connected context
Capital raising, asset sales, strategic advisory and transaction engagements can require different information, workstreams, participants and deliverables. When relationships, tasks, documents and external collaboration sit across separate systems, firms either force different mandates into the same process or rebuild the operating structure for every engagement.
Mandates
One workflow does not fit every mandate
Capital raising, transaction advisory, strategic engagements and asset sales can require different intake information, stages, responsibilities, milestones and deliverables.
Execution
Client context separates from execution
Relationship history, communications and prior engagements can sit in CRM while project activity, documents and deliverables live elsewhere, forcing teams to reconstruct client context as work progresses.
Clients
Collaboration creates another layer of fragmentation
Clients, investors, buyers, advisers and other stakeholders may need documents, requests, data rooms and controlled access, creating additional workspaces outside the core mandate record.
Mandates1 / 3
FinBursa 360
One operating environment across relationships and mandates
FinBursa 360 brings Investment CRM, Deal Management, Virtual Data Rooms, Listing, Fundraising and the Investor Portal into one connected front office. ALF works across the shared context available to each user, while FinBursa Access can extend selected opportunities beyond the firm’s existing network.
How Advisory Firms Operate on FinBursa
Configure each mandate around the work it requires
Capital raising, asset sales, transaction advisory and strategic engagements can follow different processes while sharing the same relationship, mandate, document, activity and intelligence context.
Mandate Origination & Client Coverage
Turn relationships and referrals into a structured mandate pipeline
Keep clients, prospects, referral sources, investors, counterparties and advisers connected to the opportunities and mandates they generate, preserving the relationship history behind each engagement.
Centralize clients, prospects, investors, intermediaries, referral sources and counterparties with relationship history, Outlook emails and meetings, notes, tasks and relevant activity connected to each record.
Explore Investment CRMCapture prospective engagements through configurable intake and manage them through stages tailored to the firm’s origination process, with required information, ownership, priorities and next actions connected to the opportunity.
Explore Deal ManagementALF can map the firm’s relationship network and contact graph, combine prior mandate history with Outlook communications and meetings, and help identify relevant connections or paths into clients, investors and other counterparties.
Explore ALFManage client meetings, proposal follow-ups, referrals and next actions against the relevant relationship or prospective mandate. ALF can prepare meeting context, summarize prior interactions and surface relevant follow-ups from connected communications and activity.
Explore Investment CRM
Mandate Setup & Project Execution
Configure each engagement around the work it requires
Set up each mandate around its objectives, information requirements, workstreams, participants and deliverables rather than forcing every engagement into the same process.
Configure stages, required fields, responsibilities, tasks, milestones, approvals and process requirements around each type of advisory engagement.
Explore Deal ManagementUse configurable intake forms to capture the information, documents and requirements needed for each engagement before execution begins. Intake fields adapt to the mandate type.
Explore Deal ManagementCoordinate activities, dependencies, deadlines, ownership and deliverables against the mandate so the team works from one operational record. Tasks, responsibilities, milestones and approvals remain connected to the relevant workstream.
Explore Deal ManagementALF can execute reusable skills configured around the firm’s methodologies, workflows, templates and output requirements, supporting repeatable research, analysis, document work and other mandate-specific tasks.
Explore ALF
Analysis & Deliverables
Keep analysis and client deliverables connected to the mandate
Bring research, analytical work, documents and final outputs into the same engagement context so the work produced for the client remains connected to the information and decisions behind it.
Use the mandate context to support market research, company research, valuation work, transaction analysis and other engagement-specific analytical tasks.
Explore Deal ManagementALF can review permitted documents, extract and compare information, identify missing items or potential inconsistencies and structure findings for the advisory team.
Explore ALFALF can help prepare reports, presentations, valuation materials, transaction materials and other client outputs using reusable skills aligned with the firm’s templates, methodologies and preferred structure.
Explore ALFManage internal review, client feedback, outstanding items and final deliverables against the mandate so the engagement’s analytical work and outputs remain part of the same execution history.
Explore Deal Management
Client & Stakeholder Collaboration
Coordinate external participants from one controlled environment
Give clients, investors, counterparties and advisers access to the information and workstreams relevant to them while keeping documents, requests and activity connected to the mandate.
Create controlled data rooms for individual mandates, client workstreams, diligence processes or external collaboration with granular permissions, document activity, engagement analytics and audit trails.
Explore Virtual Data RoomGive clients and other participants access according to their role and the relevant stage of the engagement without exposing information outside their permitted scope.
Explore Virtual Data RoomManage information requests, questions, responses and document exchanges within the mandate environment. ALF can help summarize open items and use permitted document context to support response preparation.
Explore Virtual Data RoomKeep external activity, internal tasks, meetings, documents and relevant communications connected to the underlying client and mandate rather than separating collaboration into another tool.
Explore Deal Management
Capital Raising & Placement
Run investor and buyer processes when the mandate involves placement or distribution
For capital raising, placements, asset sales and other distribution-led mandates, manage target audiences, outreach, deal rooms and commercial progression without separating the process from the underlying client engagement.
Build target groups from Investment CRM using relationship history, mandate, geography and other firm-defined criteria. ALF can use connected relationship context to support segmentation and identify relevant paths into target contacts.
Explore Investment CRMManage investors, buyers or other counterparties through configurable engagement stages with activity, next actions and process status connected to the mandate.
Explore FundraisingUse Listing to present selected opportunities to CRM-defined audiences with controlled visibility, supporting materials and access. Listing operates independently from FinBursa Access.
Explore ListingOptionally extend approved opportunities through FinBursa Access when broader external reach is appropriate, while maintaining the underlying client, mandate and campaign context in FinBursa 360.
Explore FinBursa Access
ALF · Operating Intelligence
Put your firm’s advisory playbook to work
ALF combines the context connected across FinBursa 360 with specialized Agents and reusable skills configured around your firm’s methodologies, workflows, templates and output requirements. It can work across client relationships, Outlook communications, mandates, documents, tasks, external collaboration and campaign activity within each user’s permissions, helping teams execute repeatable advisory work according to the firm’s own operating model.
Relationship and origination intelligence
Use relationship history, Outlook communications, meetings, prior mandates and the firm’s network graph to prepare client interactions, identify relevant connections and surface relationship context around potential new engagements.
Mandate and workflow intelligence
Use stages, tasks, deadlines, outstanding information and activity to summarize execution status, identify workstreams requiring attention and support the team across configurable mandate processes.
Research, analysis and deliverables
Support research, analysis, document review and the preparation of reports, presentations, transaction materials and other client outputs using reusable firm-defined skills, templates and methodologies.
Document and stakeholder intelligence
Analyze permitted mandate and VDR materials, summarize outstanding requests, identify missing information or potential inconsistencies and use connected stakeholder activity to support client and counterparty follow-up.
Operating Benefits
What changes with a configurable front office
Three operating changes that follow from bringing relationships, mandates, documents and execution into one connected environment.
Workflow Flexibility
Configure intake, stages, tasks, responsibilities and deliverables around the engagement instead of forcing every mandate into the same operating model.
Client Continuity
Keep relationship history, communications, documents and mandate activity connected across successive engagements with the same client or counterparties.
Embedded Intelligence
Put ALF inside origination, project execution, analysis, document work and collaboration using the context and playbooks already available to the firm.
Security & Governance
Built for institutional environments
Security, governance and control are foundational to FinBursa’s architecture.
Access Control
Granular permissions control access across users, deals and documents, while each firm’s data remains isolated within its own tenant 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
From fragmented tools to configurable execution
The difference is not simply the number of applications. It is whether different advisory workflows can operate from the same relationship, mandate, document and activity context.
| Separate point solutions | FinBursa 360 | |
|---|---|---|
| Mandate configurability | Different advisory processes can require spreadsheets, generic project tools or separate systems to accommodate different workflows | Configurable intake, stages, tasks, responsibilities and requirements can be structured around each mandate |
| Client context | CRM history can sit separately from project execution, documents and deliverables | Relationships, communications, prior mandates and current execution remain connected around the client |
| Project execution | Tasks, deadlines, workstreams and deliverables can be coordinated through separate tools and personal task lists | Project activity, ownership, milestones and deliverables remain connected to the mandate |
| Collaboration & VDR | Client workspaces, data rooms and document exchange can operate outside the engagement record | Controlled external access, VDRs, Q&A and document activity remain connected to the mandate |
| Capital raising & placement | Investor or buyer targeting, outreach, deal rooms and campaign progression can require multiple systems | Investment CRM, Fundraising, Listing and optional FinBursa Access operate around the same client and mandate context |
| Operating intelligence | Generic AI requires information to be supplied manually across separate prompts and tools | ALF works from permitted context already connected across FinBursa 360 and can execute reusable firm-defined skills and playbooks |
Mandate configurability
Separate point solutions
Different advisory processes can require spreadsheets, generic project tools or separate systems to accommodate different workflows
FinBursa 360
Configurable intake, stages, tasks, responsibilities and requirements can be structured around each mandate
Client context
Separate point solutions
CRM history can sit separately from project execution, documents and deliverables
FinBursa 360
Relationships, communications, prior mandates and current execution remain connected around the client
Project execution
Separate point solutions
Tasks, deadlines, workstreams and deliverables can be coordinated through separate tools and personal task lists
FinBursa 360
Project activity, ownership, milestones and deliverables remain connected to the mandate
Collaboration & VDR
Separate point solutions
Client workspaces, data rooms and document exchange can operate outside the engagement record
FinBursa 360
Controlled external access, VDRs, Q&A and document activity remain connected to the mandate
Capital raising & placement
Separate point solutions
Investor or buyer targeting, outreach, deal rooms and campaign progression can require multiple systems
FinBursa 360
Investment CRM, Fundraising, Listing and optional FinBursa Access operate around the same client and mandate context
Operating intelligence
Separate point solutions
Generic AI requires information to be supplied manually across separate prompts and tools
FinBursa 360
ALF works from permitted context already connected across FinBursa 360 and can execute reusable firm-defined skills and playbooks
Five things advisory firms ask before deciding
Yes. Deal Management can be configured around different engagement types rather than requiring every mandate to follow the same workflow. Firms can define mandate-specific intake requirements, stages, tasks, responsibilities, milestones, documents, deliverables and process requirements while keeping the underlying client and relationship context connected.
Teams can configure the information collected at intake, workflow stages, responsibilities, tasks, milestones, approvals and other process requirements around the way the firm operates. Different mandates can follow different workflows while sharing the same CRM, document, activity and permission structure.
Investment CRM can be used to structure investor or counterparty target groups from existing relationships and firm-defined criteria. Fundraising supports campaign and pipeline progression, Listing provides controlled opportunity presentation to CRM-defined audiences, and FinBursa Access can optionally extend approved opportunities beyond the firm’s existing network.
ALF operates within the context and permissions available to the logged-in user. Specialized Agents and reusable skills can work across permitted client relationships, Outlook communications, mandates, documents, tasks, VDR activity and campaign context. Skills can be configured around the firm’s methodologies, workflows, templates and output requirements to support research, analysis, document work, client preparation and other repeatable advisory tasks.
FinBursa manages configuration, data migration and onboarding with your firm. The platform is configured around your existing workflows, permissions and operating model, enabling 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.
Run different mandates from one connected front office
See how FinBursa 360 can support your firm’s relationships, configurable workflows, project execution, client collaboration and capital-raising mandates while keeping the context behind them connected.