Engineer the room so every conversation moves a mandate forward.
Engineer the room so every conversation moves a mandate forward. Score every guest against your sector coverage, brief your bankers, and track which dinners produced deal flow. For boutique investment banks, M&A advisory, and capital markets teams.
The Problem
"Six to seven hours of manual list research per event. Multiply that by twelve events a year."
"We are not always able to play multi-dimensional chess with all of those names. The top 20 to 30% get all the attention. The other 60% are where the strategic connective tissue lives."
"Bankers work in silos. Every event starts from scratch. Every relationship lives in someone’s head."
How Moots Works
- Step 1: Import the Coverage Universe — Import from Salesforce, your spreadsheets, or your sector-coverage tracker. Moots enriches every name with deal history, board positions, and recent activity.
- Step 2: Score Against Mandate Themes — Moots scores each name against your active mandate themes, sector coverage, and known white space. Each guest gets a relevance score and a written rationale.
- Step 3: Map the Coverage Network — See who your bankers already know, who knows whom across the room, and where the graph is thin. Identify the strategic introductions worth making.
- Step 4: Brief Bankers Before the Dinner — Every banker gets a personalized briefing. Who is at the table, why each guest matters, what to ask. No more reading the same six names.
- Step 5: Multi-Dimensional Chess Seating — Strategic seating with a thesis behind every placement. The middle 60% of the room is no longer wasted on chance encounters.
- Step 6: Track Conversations to Mandates — Connect to your CRM. Track which conversations produced introductions, pitches, deal flow, or mandate wins, year over year.
Platform Preview
Moots evaluates your full attendee list and surfaces the guests that matter most. From 1,200 evaluated to 84 qualified to 32 invited — AI scoring replaces manual vetting.
The Guest Experience
The greatest indicator of conversion is a guest who had a great experience. Moots engineers the guest journey so every attendee leaves feeling the event was designed for them.
- Guests Arrive Prepared — Each guest receives the Moots app before the event with "people great to meet" and reasons why each connection matters.
- Introductions That Feel Personal — AI identifies must-meet pairings and assigns a team member to facilitate each introduction. Strategic, not random.
- A Community, Not Just an Event — Post-event, guests request follow-up introductions through the host. Relationships compound across events.
Measurable Impact
- 90% Faster Guest Vetting — AI replaces manual cross-referencing across LinkedIn, CRM, and data platforms.
- 2hrs Post-Event Follow-Up — Personalized follow-up in hours, not weeks. Synced to your CRM.
- 3.2× Meeting Conversion Rate — Guests who are introduced strategically convert at 3.2× the rate of chance encounters.
- 100% Leadership Visibility — Auto-generated reports with seating rationale, capacity alerts, and ROI attribution.
Integrations
Moots integrates with Salesforce, HubSpot, Splash, Paperless Post, Luma, Greenvelope, Notion, Slack, Telegram, Webhooks & API.
Frequently Asked Questions
How does Moots help investment banks at sector summits and advisory dinners?
Moots scores every guest against your active mandate themes, sector coverage, and white space. Bankers walk into the room knowing who is at the table, why each guest matters, and what to ask. After the event, the platform tracks which conversations produced introductions, deal flow, or mandate wins.
Can Moots map the coverage relationships between bankers and clients?
Yes. Moots maps who your bankers know, who knows whom across the room, and where the graph is thin. The output is a coverage map your team can use to identify the strategic introductions worth making and the white space worth filling.
How does Moots track conversations to mandates?
Moots connects to Salesforce or your CRM and tracks which event introductions and conversations produced follow-up meetings, pitches, and signed mandates. Mandate cycles often run twelve to twenty-four months; the platform keeps the relationship history alive across that window so attribution is possible.
Can Moots score founders and CEOs as potential mandate targets?
Yes. Moots scores each name against your sector coverage, deal history, capital structure, and recent activity (new rounds, board changes, exec moves, M&A signals). Each guest gets a relevance score and a written rationale your bankers can read in two minutes before the dinner.
How is Moots different from Salesforce for investment banking?
Salesforce stores your contacts and deal records. Moots adds the intelligence layer: scoring against active mandate themes, mapping who your bankers know, generating briefings, and seating the room with rationale. Moots syncs both ways with Salesforce, so your team keeps working where they already work.
Moots Also Works For
- Wealth Advisors and Private Banks — Guest intelligence for client cocktails, advisory boards, and private-bank events.
- Investors and Fund Managers — Guest intelligence for LP dinners, deal-sourcing events, and portfolio summits.