Relationships that inform every deal.
Plex CRM isn’t a bolted-on contact book. It’s relationship context woven into Investment Intelligence.
Brokers & brokerages
Manage your network and coverage — tied to the deals they’ve sent and how those deals performed.
- Broker and brokerage records
- Interaction history alongside deal flow
- Source analytics on the dashboard
Intelligence from relationships
Ask which brokers deliver quality, which sponsors outperform, and how coverage maps to your Buy Box.
- Ask Sam about broker and sponsor performance
- Historical decisions linked to counterparties
- Better sourcing through remembered outcomes
Integrated, not isolated
CRM sits next to Pipeline and Ask Sam — the same Institutional Memory layer, not a separate silo.
- Context picker includes brokers and sponsors
- Deal creation remembers who sent what
- Outcomes improve future Fit Scores
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.