For Capital Advisory
Every M&A firm's real edge is relationship memory. Graphory connects every deal, every counterparty, every document, and every call-note - so the same buyer in last year's failed deal is already connected to the new opportunity on your desk.
Five families of data, connected by the one thing a CRM cannot model alone: the same people appearing in different roles across different deals.
Active pipelines, closed deals, dead deals, revivals
Buyers, sellers, advisors, principals - same people across deals
CIMs, NDAs, LOIs, APAs, diligence materials
Every touch, every update, every read on the room
Lenders, investors, syndicates, debt providers
Questions a capital advisor asks every day - now with full context of every prior deal and every prior conversation.
“Who are the five active buyers most aligned with the Henderson deal profile?”
“Show me every conversation with Counterparty X this year, across all deals.”
“What's the fastest-moving category of deal in my pipeline right now?”
“Which counterparty shows up in more than one deal at different roles?”
“Pull every NDA we've signed with this buyer group across the last three years.”
“Which capital sources have funded deals in our current size range?”
Most advisory firms run on these four. Anything else plugs in through the ingest API.
Every deal thread, diligence request, and counterparty exchange
Deal pipelines, contact roles, relationship history
CIMs, NDAs, LOIs, APAs, signed docs
Diligence calls, IC meetings, counterparty updates
A CRM gives you one row per contact and one pipeline per deal. It cannot show you that the principal of Buyer A in last year's failed process is now the CFO of Advisor B on a live deal - even though that single edge is the difference between walking into the call cold and walking in with real context.
A graph models the same person in every role they have ever played, connects them to every document they have ever touched, and surfaces patterns across your book that no flat pipeline ever could. That is the relationship memory that advisory firms actually compete on - and Graphory is the first place it lives in one queryable place.
Free up to 100K nodes. Connect your tools and start querying today.