# MadeMarket Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is MadeMarket the right Investment Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/265141/MadeMarket/reviews --- MadeMarket 4.8 (20) [View alternatives](https://www.capterra.com/p/265141/MadeMarket/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of MadeMarket Ease of use 4.8 Customer Service 5.0 ## Pros and Cons in Reviews MB Mason B AssociateCapital Markets, 11 - 50 employeesUsed the software for: More than 2 years. “MadeMarket's platform makes it easy to stay in contact with potential investors and helps our company keep track of deal progress.“ December 6, 2024 Daniel B Managing PartnerInvestment Banking, 2 - 10 employeesUsed the software for: 6-12 months. “An investment banker friend of mine boasted that he was able to customize his CRM in the course of a summer.“ December 31, 2024 MB Mason B AssociateCapital Markets, 11 - 50 employeesUsed the software for: More than 2 years. “I will always think of MadeMarket as my go-to CRM for Investment Banking.“ December 6, 2024 ND Natalie D Chief Operating OfficerInvestment Banking, 11 - 50 employeesUsed the software for: Less than 6 months. “The level of customization is outstanding – we were able to tailor the software to perfectly our business.“ August 25, 2023 ## Showing most helpful reviews Showing 1-20 of 20 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Daniel B. Managing Partner Investment Banking Used the software for: 6-12 months ### "For Investment Bankers - a no brainer" December 31, 2024 5.0 An investment banker friend of mine boasted that he was able to customize his CRM in the course of a summer. We went from 0 to a fully functioning backend system in 2 days from launching our firm. First rate. Pros CRM that is built for investment bankers. No need to spend thousands of dollars customizing a solution. It's an excellent system. The support is first rate. No complaints at all. The outlook plug in is excellent. Cons User Journeys. I think that's in the pipeline. Looking forward to that. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing MadeMarket Custom made for our industry and does not require customization Review Source ND Natalie D. Chief Operating Officer Investment Banking Used the software for: Less than 6 months ### "Made Market was the best decision for our business" August 25, 2023 5.0 Pros The level of customization is outstanding – we were able to tailor the software to perfectly our business. The deal section of Made Market is brilliant and allows us to track our target lists in real-time, easily see who is still active and export results to send to clients in seconds. Everything syncing back to the underlying contact allows us a 365 view of the contact or firm with all deals, opportunities and interactions. Also, the system was live straightaway and the onboarding process was so easy. Cons A mobile app in due course would be great. Alternatives considered [DealCloud](https://www.capterra.com/p/139967/DealCloud/) Reason for choosing MadeMarket Made Market was much faster to implement, easy functionality and more cost effective. Review Source JM Jim M. Senior Associate Investment Banking Used the software for: 1-2 years ### "Best CRM for IB’s" December 18, 2025 5.0 Absolutely incredible. When they say this is truly a CRM made for investment bankers that is exactly what it is. This was one of the best decisions we have made as a firm. Pros The ability to create clean, and effective reporting of all the data we capture in the system. It is a game changer for showing clients internal materials. Cons Would love it if the email tracking add in was a bit more automated but some of that could be user error on my end. We have loved every bit of this CRM and can not manage the day to day without it anymore. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing MadeMarket Customer success team was a game changer for us. The way you can access the MM team and their customer service is second to none. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) We needed something more specific to our industry. We also needed reports that we could be pull from all of our data. Review Source CA Chris A. Business Development Manager Pharmaceuticals Used the software for: 2+ years ### "Jan 2026 MadeMarket Review" January 15, 2026 5.0 The team clearly understands investment banking use cases by the way they've built and continue to improve their product. Customer support is top notch. Pros Clean product, always improving, and most importantly a team that is extremely responsive and collaborative to help make their product work for our unique use cases. Cons Occasional technical glitches, but these are always quickly resolved. I do believe that adding the ability to create custom objects would be a huge upgrade and useful to many users, but recognize the complexity of doing this from a data structure perspective. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Not enough experience at LW pre-MadeMarket Review Source VR Verified Reviewer Analyst Investment Banking Used the software for: 6-12 months ### "Amazing service!" December 18, 2025 5.0 Pros Being able to send distributions to many contacts. It's helped us a lot in our marketing efforts and in our business. Cons Not being able to send extra distributions within the same thread, being able to follow up is important. Review Source Response from Made Market December 30, 2025 Thank you for your feedback! Although we don't have follow-ups in Distributions, Marketing Sequences allow you to automate marketing emails and follow-ups by creating multistep campaigns. Deal Sequences are on the way if you need to follow up with suitors in an active engagement. Our support team would be happy to help you learn more. WB William B. Senior Director Financial Services Used the software for: 6-12 months ### "Value for money" January 16, 2026 5.0 Great experience. I actually do enjoy it more than when I used Salesforce. Works well when I am on the go too Pros It’s easy to use and update. I work with a group of folks who also use the platform and we all agree. Cons A couple of steps seem a little redundant. To input the business then the opportunity then go back to add the name for example. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost and ease of use. Upload capabilities. Review Source VR Verified Reviewer Analyst Financial Services Used the software for: Less than 6 months ### "Great platform" December 18, 2025 5.0 Easy to use, intuitive, specific. From day 1 it was easy to pick up, and with \[sensitive content hidden\] doing our training sessions, it gave us a really comprehensive understanding of the platform. Pros Easy to use and very focused for our specific use case (M&A). The ability to link everything through the platform makes the ecosystem really useful. Cons Nothing so far. The updates seem to come at a reasonable rate, and the customer service is really helpful. Review Source DA David A. Investment Banking Associate Banking Used the software for: Less than 6 months ### "Great process management tool" December 18, 2025 4.0 I find it’s very intuitive to use very effective for staying on top of buying cell side leads and has been helpful for me and the deals that I’m on Pros Process management and staying on top of potential sell side leads. It is also very easy to use for me. Cons More vdr capabilities would be nice. I am referring to some of the more advanced analytics and file sharing features seen with other providers Review Source David T. Sr. Managing Director Biotechnology Used the software for: 2+ years ### "GEP and MadeMarket" February 26, 2023 5.0 Excellent. Pros We leverage technology to help us do our jobs better. MadeMarket is by far the most important technology my firm uses. Cons The charting for the different steps of a deal could be improved. Review Source Philip M. Managing Direcror Investment Banking Used the software for: 2+ years ### "Early adopter in Europe" March 2, 2023 4.0 We were the founder European client and we have enjoyed our journey with MM from Day One Pros Well thought through to address specific issues/bottlenecks in our world; flexible functionality; builds corporate knowledge; saves a lot of time in disposal/fundraising transactions; responsiveness to issues/new product development ideas Cons Initially, it was the weak communications about new features and lack of a proper help page set-up - but these issues have now mostly been addressed Review Source MB Mason B. Associate Capital Markets Used the software for: 2+ years ### "The Best CRM for Boutique Investment Banking" December 6, 2024 5.0 My experience with MadeMarket has always been phenomenal. I have used the platform with two separate investment banks and tried to implement the CRM in another firm. I will always think of MadeMarket as my go-to CRM for Investment Banking. Pros MadeMarket's platform makes it easy to stay in contact with potential investors and helps our company keep track of deal progress. Its user interface is easy to learn and use and has been my favorite CRM for over 3 years. Cons Perhaps the long wait time it takes to delete contacts from a deal list. The option to delete all seems to always fail, and I have to go through manually and delete targets a handful at a time. I have only had to do this twice though, so not a big issue. Review Source WW Walker W. Investment Banking Analyst Investment Banking Used the software for: 6-12 months ### "Everyday use" December 6, 2024 5.0 Use it daily to keep track of targets and stay on top of outstanding items. Pros Ease of use with the software is my favorite part. Cons Improving the speed of downloads and loading of filters would be great. Review Source BK Brian K. Partner Investment Banking Used the software for: 1-2 years ### "Senior Banker Review of MadeMarket" March 26, 2024 5.0 Excellent for all the reasons mentioned above. The system was designed for investment banking and it has all the features our firm needs to run a process from lead generation to contacting hundreds of buyers for a deal to closing. I recommend MadeMarket often and appreciate the various parties it has partnered with to create a more robust eco system. I use Pitchbook and Caplinked and will seek to use the services of several of the other partners. Pros As a small firm with minimal junior level support, we rely heavily on 3rd party software applications like MadeMarket. The CRM has been designed by investment bankers and is for investment bankers. The features in MadeMarket track the lead generation and deal process which makes it intuitive and easy to use. The Customer support is outstanding - very responsive, very knowledgable and the team has a great attitude. This is a critical part of the overall service and value MadeMarket provides, especially for a small firm which does not have a person dedicated to the application. Sending prepared videos responding to specific questions is highly valued and a very efficient way to communicate answers to questions - often times more effective than reading an article. Cons Not any real complaints. Like all robust software programs, there are a lot of features and it is easy to forget how to use the system or access certain aspects of it unless one is using it daily or weekly. The one area that possibly could be improved is the email tracking with contacts in the system. When I receive or send an email and try to invoke the MadeMarket icon to capture the emails, it does not appear to always work. I am sure that it is a user error. Regardless, tracking email correspondence is critical and I am glad MadeMarket has that capability. Reason for choosing MadeMarket Had all the features we needed and was fairly priced. Review Source NH Nathan H. Senior Associate Food & Beverages Used the software for: 2+ years ### "Great Product and Top Notch Support Team" February 10, 2023 5.0 It's a great tool, not only for deal management but for forecasting cash flows and sharing / creating reports for management and clients. Overall, it's a wonderful tool for the $$$ spent. Pros It's very straightforward. So much that an intern can get into the software and quickly figure out how to use it. We also use MM as a CRM to feed other resources (although we have not integrated any plug-ins or add-ons). Additionally, the support staff at MadeMarket is wonderful. If you need assistance, MM will respond in a timely manner which each service inquiry. Cons I can't think of any cons; we've got no complaints. Review Source Response from Made Market February 23, 2023 Thanks for your support. We endeavor to always go above and beyond when helping our customers maximize their success. JA John A. Corporate Strategy & Development Analyst Investment Banking Used the software for: Less than 6 months ### "Purpose-built product" August 24, 2023 4.0 Very positive - easy to use and purpose built for our workflow. Pros CRM functionality and how it links so well with tracking and managing deals. Distributions feature is also very helpful for managing reach-outs. Cons The inability to seamlessly follow up parties in a distribution list. Currently you have to find the email in outlook that you're CCed on that came from a distribution and manually reply in outlook if you want the follow up to be on the same chain. It would be good to be able to send bulk follow ups based on certain criteria and have it appear in the same email chain. Reason for choosing MadeMarket Purpose built nature of MadeMarket and lower price compared to DealCloud. Review Source AV Anthony V. Senior Associate Investment Banking Used the software for: 1-2 years ### "Robust tool with stellar customer service" May 4, 2023 4.0 Very satisfied with the experience. Customer service is very helpful and responsive. Emails are usually responded to within 10 mins and the problem is always solved in a matter of hours or less. The fact that the team creates new functions and features supporting our ideas is awesome. We can pretty much tailor mademarket the way we want to. Pros The outlook add-in is super helpful to track conversations and in which stage they are in. CRM is tailor made to investment banking which helps us a lot and streamline our work. Cons Maybe the fact that the Company seems to be relatively new. So sometimes, it does not work properly (e.g. emails are not always tracked). Review Source AW Anders W. Senior Analyst Banking Used the software for: Less than 6 months ### "Simple and Effective CRM +" July 27, 2023 5.0 Very positive CRM tool that replaced a lot of in-house tool sets. Pros Simple and easy UI and Plug-in that allows for almost instantaneous time to value Cons There are still a few glitches within the plug-in that require you to click out of it and reload it. Switched from [Airtable](https://www.capterra.com/p/146652/Airtable/) We needed a tailored solution for IB Review Source PR Paola R. Investor relations manager Financial Services Used the software for: Less than 6 months ### "Mademarker for IR" March 28, 2023 5.0 Pros Historical information per deal/contact/firm and outreach campaign Cons I would love more video tutorials (apart from the great written library you already have) Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reason for choosing MadeMarket Investment banking approach Review Source VR Verified Reviewer Business Manager Investment Management Used the software for: Less than 6 months ### "MadeMarket is worth exploring" December 1, 2023 5.0 Pros As a new MadeMarket user, I have been very impressed with the level of training and customer support that has been given. The learning curve looks steep when first diving into a new software platform. However, I quickly discovered that MadeMarket has implemented excellent resources to help lessen the overwhelm and level out that learning curve. I rate my experience 5 out of 5 stars! Cons It would be nice to have more videos in the Help Center. Review Source RM Robert M. Managing Partner Investment Banking Used the software for: Less than 6 months ### "Bravery Group - Perspectives" February 23, 2023 5.0 Our experience has been exceptional to date. The onboarding process has been very helpful and questions have been answered in a timely manner. Pros MadeMarket streamlines what has been an arduous task of managing separate tools for tracking and reporting of target firms and contacts. Specifically, the ability to manage outbound distributions through a single platform with monitoring / tracking within a single view saves time and provides valuable insights regarding where each firm stands within a specific process. Cons There are a few workflows that require modification based on how we input and manage data that would make use more efficient, although these are relatively minor. Reason for choosing MadeMarket The combination of features / capabilities, aligned workflow to our existing process and cost were all contributing factors to our decision. Review Source Similar Products Featured