FourthFloor review
A cloud CRM for M&A origination and mandate execution, with AI buyer search and Microsoft 365 sync.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
FourthFloor brings CRM and workflow tools together for boutique investment banks and M&A advisers. Its cloud platform covers relationship and origination pipeline management, buyer search, mandate execution, communications, client reporting, resource planning and analytics. A web app and Chrome extension support access, while the feature set targets small and mid-market firms. Advisors looking to connect sourcing activity with mandate work may find its combined focus relevant; firms seeking a broader investment banking toolkit should weigh the listed scope carefully.
For origination, pipelines have Kanban and owner-split views, and an AI buyer finder ranks potential acquirers with written rationales. Mandate and project management adds buyer lists and milestones. The AI assistant answers questions based on the firm's own records, while document generation and analytics support related workflows. These features focus on organizing relationships and deal execution rather than providing a stated valuation-modeling suite or market-data access. Teams that need those capabilities should assess alternatives or separate tools.
Microsoft 365 integration syncs email and calendar activity, and a unified communications timeline brings emails and meetings together. KYC and compliance workflows, client portals, reporting, resource planning and workload forecasts extend the platform beyond pipeline tracking. According to FourthFloor's homepage, a 14-day free trial is offered without a credit card; pricing is handled through contact with sales, and no public plan prices are given. That structure may suit firms evaluating a workflow platform with vendor involvement, but buyers who need transparent self-serve pricing may prefer another option. FourthFloor is a fit for advisory teams seeking linked origination, mandates and client workflows, not for buyers whose central requirement is a full diligence data room or valuation suite.
FourthFloor pros and cons
- Where it wins
- Kanban and owner-split views organize origination pipelines.
- AI buyer finder ranks acquirers and gives written rationales.
- Microsoft 365 sync brings email and calendar activity into deal records.
- Where it doesn't
- Pricing requires contacting sales.
- The product is aimed at small and mid-market firms, not every bank.
- Its listed scope does not include a diligence data room or valuation-modeling suite.
FourthFloor fact sheet, pricing and score →
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