MadeMarket CRM: What It Is and How It Compares to Avise

MadeMarket is a CRM and deal management platform for investment bankers. It is written as one word, and its homepage headline is “A CRM Built for Investment Bankers.” It handles deal pipelines, relationships, buyer outreach and client reporting, and it states that it has been used across “$500B+” in deal value and “2,000+” deals per year in 20+ countries (vendor figures, checked 15 October 2026). It was founded in 2013 and is based in Los Angeles, per a December 2022 press release. It does not publish a price.

Avise comes up in the same conversation because both products say “deal flow.” They mean different things by it. We are selling you something too, so every statement about MadeMarket below carries the date we checked it and a link to where.

Read that as written: its core feature set serves the banker running a process, not the principal on the other end deciding whether to bid. That is not a small distinction. It is most of the comparison.

What MadeMarket does that we do not

This section exists because the version of this page without it is not worth reading.

• It automates the outbound side of a live process at scale. Per its own deal-execution page, buyer lists build up to 10x faster and teaser and NDA sends go out up to 20x faster by MadeMarket’s own comparison, with email and calendar activity syncing into the CRM automatically. If you are running a sell-side process against a real buyer list, that automation is the job.
• Relationship Intelligence is a built-out feature, not a side effect. A “Relationship IQ” score measures team-to-contact interaction to surface who has the warmest relationship with a given contact, on top of centralised contact profiles.
• Client reporting is one click. Ready-built reports summarise a transaction and its progress for a client without anyone assembling a deck by hand, a real need for a firm running mandates for other people rather than its own book.
• It plugs into the tools a banking team already runs on. Listed integrations include Dealreach, PitchBook and Crunchbase, useful if sourcing and market data already live in those systems.
• It reports real scale. MadeMarket states it has been used across “$500B+” in deal value and “2,000+” deals a year in over 20 countries. These are vendor claims we have not independently audited.
• It has a virtual data room. A December 2022 press release says MadeMarket added data room functionality powered by CapLinked, letting customers open a data room, upload files, set permissions and track activity from the CRM.

If the job is running a sell-side process for other people, buy MadeMarket. Everything below is about the different job: screening the CIM that just landed against your own live mandate.

The two differences that decide it

1. Process execution against inbound screening

MadeMarket’s deal-execution page, checked on 15 October 2026, is built around the outbound motion of a process: build the buyer list, send the teaser, send the NDA, report progress to the client running the mandate. Its homepage does say the platform serves buy-side and corporate development teams too. But none of the pages we checked mention reading a CIM someone sent you or extracting numbers from one.

Avise starts on the other side of that same email: the CIM that just arrived, the financials inside it, the NDA you need to sign before you can open the data room, the memo you write once you have. Two different jobs, and the honest question is which side of the process you are actually running.

2. One price is public, the other is a sales call

Our price is $249 a month, per firm, whole team included, on the pricing page, where you can read it without talking to anyone. We cannot put the two numbers side by side because MadeMarket has not published one to compare against.

Where the products differ, side by side

Who should not buy Avise

• You are running a sell-side mandate. If the job is building a buyer list, blasting teasers and NDAs, and reporting progress to a client, MadeMarket was built for exactly that and Avise is not a substitute for any of it.
• A completed SOC 2 report is a hard requirement today. MadeMarket is SOC 2 Type I and Type II certified now. Avise’s Type I is in progress and nothing has been issued yet.
• You need relationship intelligence across a large contact graph. MadeMarket’s Relationship IQ and integrations with PitchBook and Crunchbase are built for a team managing a wide banking network, a different scale problem than a small deal team screening inbound CIMs.
• You want a published price today. If you would rather compare two numbers on a page than start a sales conversation, that comparison is not possible with MadeMarket right now; theirs is not public.

Related comparisons: Avise vs Affinity, Avise vs DealCloud and the Avise product page.