Case Study: MML Capital streamlines origination and fundraising with Carta Deal CRM

MML Capital improves advisor tracking across multiple offices with Carta Deal CRM

MML Capital, a UK-based private equity firm, faced challenges with low adoption of its previous CRM, Zapflow. This limited their ability to consistently track opportunities and manage relationships with M&A advisors, as well as coordinate fundraising activities effectively. To address this, they switched to Carta Deal CRM.

Carta implemented its Deal CRM and developed a custom M&A fee tracking module and a centralized advisor tracking view specifically for MML Capital. This provided the firm with greater visibility and control over its advisor network and improved accountability across its teams. The solution streamlined MML Capital's origination and pipeline management processes, unlocking significant efficiency gains for its deal team.

MML Capital