đź“Ł STONEHAVEN, LLC is excited to roll out "The Playbook" to highlight how our operating system (BD infrastructure + tech + data) and collaboration ecosystem addresses challenges facing capital market professionals.
This initial post tackles the challenges and opportunities presented by managing pipelines:
❌ Industry Challenge
Agents often leverage ill conceived Excel spreadsheets or poorly designed CRMs to track pipelines. These often don’t have clean, scalable data models designed around our industry. Information is messy, and time isn’t optimized around the highest priority items. Everybody is in the dark and flying from the seat of their pants.
âś… Stonehaven Solution
We’ve built our pipeline technology around highly customized capital market data models and workflows. We’ve made it easy to filter, organize, prioritize, visualize, edit and report on your pipeline. We’ve also integrated collaboration workflows, client approvals, transaction close-outs (compliance & financial) and much more. Pipeline, activity and transaction data is in sync with your infrastructure and partners.
About Stonehaven, LLC
Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Our next generation operating system supports the entire lifecycle of deals: sourcing, contracting, due diligence, identifying target investors/buyers, managing execution (robust CRM architecture), collaborating with other dealmakers, reporting and closing transactions. Our Affiliate Partners are active across all sectors of private capital markets: raising capital, executing M&A transactions and conducting secondaries.
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Nov 10, 2025
Clayton Funk of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform
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Oct 30, 2025
Leilani Piromalli of K Capital Partners Joins Stonehaven’s Affiliate Platform
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