INVESTMENT BANKING
RECURRING CRM
Center your processes around people
Transactional CRMs are built around dollars. Rings’ processes and stored data are centered around people.
Dealflow
Rings’ association model is built for the multi-stakeholder reality of IB deals — attach any combination of people or companies to a deal.
Intel
Rings lets you log intel at more than just a company or person level — log the intel and who gave it to you — then roll it up over time to see the complete give-and-take.
Intros
When tracking an intro or referral source, Rings’ association model lets you capture all involved parties and roll up the data over time.
Notes & Context
Getting your notes into Rings is simple and once they’re there, they’re woven into every person and company, one click from wherever you are in Rings.
RELATIONSHIP INTELLIGENCE
Navigate relationships with speed and precision
Founder, shareholder and sponsor relationships demand precision. But to be precise, you need to balance your inbox, notes and spreadsheets. Rings creates one place that gives you speed and precision.
Complete Relationships
Founder, shareholder and sponsor context lives in inboxes, notes, and spreadsheets, requiring human glue to become legible. Rings makes every relationship legible in seconds.
Creation & Enrichment
Rings automatically creates your relationship graph from your email history, attaches them to the right company and keeps the data clean.
Activity Capture
When you see a person or company and think “when was the last time we talked?”, you shouldn’t need to click to get that answer. Wherever people or companies are in Rings, activity history is there too.
PATHPOWER®
See paths to all influencers, not just employees
Rings has 150M+ people and company records on Day 1.Your relationship data is overlaid on all of it.
SERVED INTELLIGENCE
Complete AI, built on team-wide context
Managing carefully built founder, shareholder and sponsor relationships means managing years of details. Rings serves you complete intelligence rooted in deep activity, note, process and relationship context.
Controlled, rapid onboarding
Rings builds your network from your email automatically and already has millions of companies and people in its database. Firm-specific process histories are safely transferred by our human data team — who have helped transition Rings customers from every major CRM and know your workflows deeply.
Relentlessly secure
Rings meets US & global security standards, enables three layers of user-level privacy and never shares or sells your data. Ever.
Native where relationships live
Your Rings data travels with you, on the web or across the globe. Our Chrome extension is available in Gmail, LinkedIn and across the web. Rings’ IOS app is as complete as the web app.
Investment Banking
Investment Banking
Deal execution, coverage and market intel — three core workflows, one relationship-first data model. Here is how each one works in Rings.
01
Deal execution
Flexibility
Rings’ association model lets you attach the target, every buyer, their sponsors, the partner at each sponsor and the buyside advisor to a single deal — capturing the whole web other CRMs force you to flatten into one company.
Bulk outreach
Running a process means working the full buyer or investor universe, not one counterparty at a time. Rings lets you segment that universe into custom views and lists, then work each tier systematically without losing track of where every conversation stands.
Knowledge management
Rings automatically centralizes all email and meeting comms for a deal, alongside commenting and storage for notes, files and tasks — so the entire history of a live process lives in one place instead of an analyst’s inbox.
Integrated workflows
Rings integrates email into your deal pipeline, letting you follow up, forward or open new threads without bouncing between your inbox and your CRM.
02
Coverage
Priority scoring
Coverage is a long game, and not every relationship carries equal weight. Rings lets you assign a priority score to the founders, shareholders and sponsors that matter most, visible across your team so everyone knows who’s important to whom.
Automated reminders
A relationship you’re nurturing for years can’t be allowed to drift. Set a reminder cadence on any priority relationship and Rings tells you when it’s time to reach out — so the connections that turn into mandates never go cold.
Served intelligence
Months can pass between coverage touches. Rings catches you up using activity, process and web context, so you reconnect with the full history at hand instead of scrambling to remember where you left off.
03
Market Intel
Logging intel
Intel is only as good as its source. Rings lets you log the intel and the person who gave it to you — not just a note buried on a company — so every signal stays tied to where it came from.
Rollups
Intel flows both ways with a source over time. Rings rolls every exchange up against the people and companies involved, giving you the complete give-and-take at a glance.