The private equity CRM for lean buyout teams. Deal pipelines, relationships, diligence and IC memos in one place.
Private beta, onboarding a small group of founding funds.
Bramble Packaging
Carve-out · DL-C07E5A93
Industrial manufacturing · Grand Rapids, MI
Due Diligence · 14 days in stage
Product screens shown with fictional demo data. All firms, people, and figures are invented.
Built for deal teams of 3 to 20
Built around how buyout deals actually move: sourced, screened, diligenced, taken to committee, and measured afterwards.
Nine PE stages, EV totals per stage, and a history no one can rewrite.
Log deals from bankers, advisors, and your own outreach. Each gets a deal ID, a source contact, and a stage history that records who moved it and how long it sat.
LTM revenue, EBITDA, EV, and the multiple, side by side.
Every deal carries its financials, thesis, priority, and screening outcome. EV/EBITDA is calculated for you, unknown figures stay blank, and pass reasons are kept.
Eight workstreams, every item, every finding.
Create a full checklist in one click. Track owners, due dates, and status across financial, legal, commercial, and five more categories, and log findings with severity and mitigation.
A 12-section memo, prefilled from the deal.
Draft from the deal's financials, thesis, and diligence findings. Submitting freezes a version, each reviewer records one decision, and approval locks the memo and moves the deal.
Conversion, time in stage, and stale deals at a glance.
Your dashboard shows active deals, pipeline EV, deals by stage, banker, and channel, and pass reasons. Filter by date, owner, industry, source, or stage.
Bankers, advisors, lenders, and founders in one place, with every introduction remembered.
Who introduced which deal, when, how, and in what context, logged automatically from the deal's source.
A scorecard on every banker and advisor: deals introduced, active, won, passed, and EV.
Set relationship strength and the next follow-up, and see every overdue one in a single view.
Email, calendar, and your data, connected from day one. Activity appears on each deal, contact, and company timeline.
Gmail & Google Calendar
Email and calendar sync
Microsoft 365
Outlook email and calendar sync
CSV import & export
Bring your deal history
GraphQL & REST API
Build on your data
Webhooks
Trigger your own automations
Data-room links
On every diligence item
Need another connection? Tell us which.
Confidential by design. Each control below is marked live only where the product's own tests verify it.
Diligence and IC records are visible only to people who can see the deal. Roles like Deal team and Pipeline observer limit the rest.
LiveStage history, IC memo versions, and reviewer decisions are immutable, even to admins using the API.
LiveDiligence files are served only through signed links scoped to one file, which expire within 24 hours.
LiveDeal IDs, multiples, IC decisions, and memo locks can't be changed or bypassed through the API.
LiveEach firm runs in its own workspace and database schema. Tested: one firm can't read, change, import into, or analyze another's deals, documents, or records.
LivePrivate, encrypted file storage and point-in-time database backups for production deployments.
PlannedWhy we're building this.
Most CRMs were built for sales teams and adapted for private equity after the fact. Small deal teams end up running their pipeline across spreadsheets, inboxes, and a CRM nobody wants to update.
We're building Mavik for funds like yours: lean teams where every partner sources, every relationship matters, and there's no operations staff to maintain a system.
We're inviting a small group of founding funds to help shape the product. If that sounds like you, we'd love to talk.
Chao
Co-founder, Mavik
Shape the CRM your team actually wants to use.