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

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A beautiful & intuitive "XRM"

All in one platform, purpose-built for Investment Banks and Brokers to manage their most important clients and processes

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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

connections between people
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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

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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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Proprietary contact info on executives and companies globally
And because we typically have a wealth of data about  your firm already, when paired with our concierge service for anything we missed, set up is a breeze.
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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.
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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.
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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.

Try Rings free for 14 days with your team

Request a Demo
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Free onboarding tutorial and support
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10 hours of complimentary Rings Concierge, including data entry and migration
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Access to custom development services
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