Investment Banking and Advisory

The most advanced platform for investment banking and advisory firms, from sourcing to compliance

The best market, person and company data, without separate subscriptions, manual entry, or messy integrations. All in one platform, purpose-built for Investment Banks and Brokers to manage their most important clients and processes

Save time and increase deal opportunities with always-fresh data on companies, people and deals

Rings does the hard work of gathering and keeping up to date millions of  companies, people, investments and acquisitions, with their full details, kept up to date 24/7 and without the need for expensive outside subscriptions, switching between logins, and de-duping CRM data.


One place to create, nurture, and leverage your team's business relationships

Rings becomes the centra place to manage your entire team's relationships, so ownership and context's are clear, contact info is current, and relationships can be used to access, advance and win new business opportunities across the firm


A central hub to manage active pitches, sales, and fundraising processes

Whether pitching new client business or managing an existing engagement, Rings gives all your internal stakeholder a singular view on the stage of each process and its internal and external players


Manage conflicts and compliance with ease

With Rings, it's easy to compare a prospects customers and investments to your former and current customers, segment customer PII between employees and much more


Plus these benefits:

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Auto syncing of emails and meetings, with smart visibility

Rings automatically syncs your Ring's emails and calendar appointments, from G Suite or Office 365, and surfaces their contents and files on all of the right companies and people.

And with our smart visibility, you can rest easy knowing that their contents will only be seen by those you expect.

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Automatically see common investments and relationships, to come prepared to every meeting and zero-in on value

Stop relying on serendipity and clicking endlessly between screens and to gather insights.  

Rings XRM connects the dots for you, surfacing critical interconnections between your business goals and your firm’s network, deal and activity history, and so much more.

Privacy First

Place yourself, your team or your entire company into our unique "Rings," with only those within that Ring being able to see the private data entered and synced from their colleagues.

Best of all, all Ringmembers still get the latest of Rings always-updated community dataset, right alongside!

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Intuitive customization without coding

We know every customer is different, so Rings was built for easy custom-tailoring: from investment types, to how you manage your network and the intricacies of your deal process.

Lightning fast onboarding, paired with Rings Concierge gets your team going fast

With our wealth of market data, Rings already knows many of the people, companies and deals that matter to you and your “Rings Concierge” can fill in the rest -  making onboarding a breeze.

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The future of networking is relationship marketing. Create your Ring.

We map your  firms relationships and find you the strongest path to a new connections to your most important companies and people

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