Investment banking networking, run like a deal pipeline
IB recruiting runs on coffee chats and cold emails, dozens of them before an offer, and most students track them in a messy spreadsheet, if at all. IB Atlas gives you the CRM built for that exact shape, banks, contacts, and follow-ups, free, with AI that can also tell you who to reach out to and prep you for each chat.
The tracker is free forever, no card required. Pro adds coffee chats and the AI layer.
- A pipeline of target banks and contacts, from reached out to chatted
- Follow-up reminders so nobody goes cold
- Bank email formats for about 65 firms, built in
- Import your existing tracker from Excel or PDF
Students use Atlas to help land offers at
A CRM built for the shape of IB recruiting
Notion templates and general CRMs weren't built for banks, coffee chats, and follow-ups. Prep courses sell you content; this is the system for the networking side, free, from day one.
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The pipeline: banks, contacts, and stages
Add the banks you're targeting and every contact underneath them, MDs, associates, alumni ties. Move each contact through stages, reached out, replied, chatted, following up, so you always know where a relationship actually stands instead of trying to remember it. Set a follow-up reminder on any contact and Atlas surfaces it before the relationship goes cold.
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Coffee chats: scheduling and calendar export (Pro)
Schedule a coffee chat straight from a contact's page. Add it to your calendar in one click, or export an ICS file that works with whatever calendar app you actually use, so a chat never quietly gets missed between classes.
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Sheet view, and importing what you already have
Prefer a spreadsheet? Sheet view is the same pipeline as an editable table you can scan the way you'd scan Excel. Already tracking contacts somewhere else? Import an existing tracker straight from an Excel file or a PDF, and Atlas maps it into your pipeline instead of making you start over.
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The firm email guesser
Have a name and a bank but no email? The firm email guesser covers roughly 65 banks and finds the likely address format, so you're not guessing between five different formats before you hit send.
Cold email and coffee chat basics
A few things that actually move the needle, and the tracker built to keep up with them once you start sending.
Cold email tips
- Keep it under 150 words. One specific reason you're writing this person, not a generic ask for their time.
- Reference something real: their group, a deal they worked on, a shared class or club, your school tie. Not a copy-paste line that could go to anyone.
- Ask for 15 minutes on a call, not a favor, and make it easy to say yes by offering two or three specific time windows.
Coffee chat questions that work
- Ask about their path into the group, specific enough that it's clear you did the homework, not "what do you do all day."
- If you can name a live deal or a recent transaction in their group, ask about it. It signals real interest, not just courtesy.
- Close by asking what they'd want to see from a candidate at your stage, then send a short thank-you within 24 hours.
A cold email and coffee chat email template that works
There's no single best template, but here are two formats that work: how to ask for a coffee chat, and how to follow up once you've had one.
Asking for the chat
Subject: [Your School] student, quick question about [Group] at [Firm]
Hi [Name],
I'm a [Year] at [Your School] and came across your profile while researching [Group] at [Firm]. [One specific line: a deal, a group focus, or a shared connection.]
Would you have 15 minutes for a quick call sometime in the next couple of weeks? I'd love to hear about your path into the group and what you'd recommend I focus on. I'm free [two or three windows], but happy to work around your schedule.
Thanks for considering it,
[Your Name]
The thank-you and follow-up, after the chat
Subject: Thank you for today
Hi [Name],
Thank you for taking the time today. [One specific line about something they said, a piece of advice, a deal they mentioned, a group they pointed you toward.]
I'll keep working on what you suggested, and I'll keep you posted on how things go. Thanks again for the time.
Best,
[Your Name]
Send the networking follow-up email the same day, while the conversation is fresh, and reference something specific they said rather than a generic thank you.
Once you have a name and a bank, the firm email guesser fills in the likely address format for about 65 banks, free. Pro can also draft either note from your own background, so you're editing a first draft instead of starting from a blank page. The CRM's follow-up reminders keep both the ask and the thank-you from slipping, free.
The AI layer on topPro
The free CRM tells you where things stand. Pro adds the AI that tells you who to reach out to and gets you ready for each chat.
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Suggested contacts, verified real people
Atlas doesn't invent names. Suggested contacts at your target banks go through two-tier verification against the live web, so the person the AI points you to is a real, verified person, not a plausible-sounding fabrication.
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A prep brief before every chat
Before a scheduled coffee chat, Atlas puts together a brief: who this person is, what to ask them given their background and group, and how to follow up afterward.
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AI-drafted outreach emails
Draft a cold email or a follow-up note built from your own background, ready to edit and send, instead of staring at a blank compose window every time.
What's free, and what's Pro
No trial that quietly expires. The full networking CRM is free forever, and Pro is the AI layer on top of it.
Free
No card- A pipeline of target banks and contacts, with stages and follow-up reminders
- Sheet view, plus import your existing tracker from Excel or PDF
- The firm email guesser, covering about 65 banks
- Free site-wide: behavioral story bank, question bank, and an AI-coached practice answer a day
- The site-wide AI coach chat, 5 messages a day, and the free technicals placement test
Pro
$29 / month- Coffee chat scheduling, with a calendar and ICS export
- AI-suggested contacts, verified real people at your target banks
- An AI prep brief before every coffee chat
- AI-drafted outreach emails, built from your background
- Unlimited behavioral practice, mock interviews, and the resume grill
- Everything else: the full technicals curriculum, industry primers, flashcards
Priced for a student, not a bank
Get the daily brief, a few lessons and reps a week, unlimited Quant, and the full networking CRM for free. Go Pro for the whole curriculum at your own pace, unlimited practice, full spoken mock interviews, and AI-suggested networking contacts.
The prep courses you've heard of run $300 to $500 for videos and PDFs, and the coaches run four figures. All of Atlas is $99 for your whole recruiting season.
Free
No cardThe daily habit plus weekly free reps, no card needed.
What's included
- Daily market briefThe market read and live snapshot that open every interview
- 5 new lessons a weekWork through the technicals curriculum, with graded self-checks as you go
- Unlimited QuantTimed mental math, paper LBO, and accretion reps, no cap
- Free placement testOne diagnostic to see exactly where you stand
- 3 drill-me reps a weekQuick spoken questions, graded live. Full mock interviews are Pro.
- Behavioral practiceOne coached answer a day, a rolling conversation with follow-ups
- Networking CRMTrack banks and contacts through every stage, with spreadsheet import
- The whole 75-lesson curriculum at once, no weekly cap
- Unlimited drill-me and full spoken mock interviews
- Flashcards and unlimited lesson grading
- AI-suggested contacts, coffee-chat prep, and outreach drafts
- All 26 industry primers and the distressed track
- Behaviorals: full mock and resume grill
- Daily market briefThe market read and live snapshot that open every interview
- 5 new lessons a weekWork through the technicals curriculum, with graded self-checks as you go
- Unlimited QuantTimed mental math, paper LBO, and accretion reps, no cap
- Free placement testOne diagnostic to see exactly where you stand
- 3 drill-me reps a weekQuick spoken questions, graded live. Full mock interviews are Pro.
- Behavioral practiceOne coached answer a day, a rolling conversation with follow-ups
- Networking CRMTrack banks and contacts through every stage, with spreadsheet import
- The whole 75-lesson curriculum at once, no weekly cap
- Unlimited drill-me and full spoken mock interviews
- Flashcards and unlimited lesson grading
- AI-suggested contacts, coffee-chat prep, and outreach drafts
- All 26 industry primers and the distressed track
- Behaviorals: full mock and resume grill
Pro
The full prep machine, month to month.
What's included
- Everything in Free, uncappedNo weekly limits on drills, grading, or lessons
- Full spoken mock interviewsThe superday sim plus unlimited drill-me, all AI-graded
- Flashcards and every technicals modeSpaced-repetition cards, unlimited grading, the distressed track
- Networking AIAI-suggested contacts, coffee-chat prep, and outreach drafts on top of the free CRM
- All 26 industry primersGroup-by-group deep dives built from real guides
- BehavioralsUnlimited practice, plus full mock interviews and resume grill
- Cancel anytimeMonth to month, no lock-in
- Everything in Free, uncappedNo weekly limits on drills, grading, or lessons
- Full spoken mock interviewsThe superday sim plus unlimited drill-me, all AI-graded
- Flashcards and every technicals modeSpaced-repetition cards, unlimited grading, the distressed track
- Networking AIAI-suggested contacts, coffee-chat prep, and outreach drafts on top of the free CRM
- All 26 industry primersGroup-by-group deep dives built from real guides
- BehavioralsUnlimited practice, plus full mock interviews and resume grill
- Cancel anytimeMonth to month, no lock-in
Recruiting the whole cycle? The season pass below costs less.
Get startedRecruiting Season
Best valueFull Pro for the whole recruiting cycle, paid once.
What's included
- Everything in ProThe complete prep machine, all of it unlocked
- Full spoken mock interviewsUnlimited drill-me and superday sims, all AI-graded
- Flashcards and every technicals modeGrading, flashcards, and the distressed track
- Networking AIAI-suggested contacts, coffee-chat prep, and outreach drafts on top of the free CRM
- All 26 industry primersGroup-by-group deep dives built from real guides
- BehavioralsUnlimited practice, plus full mock interviews and resume grill
- One payment, whole seasonCovers the full recruiting cycle, about six months
- Everything in ProThe complete prep machine, all of it unlocked
- Full spoken mock interviewsUnlimited drill-me and superday sims, all AI-graded
- Flashcards and every technicals modeGrading, flashcards, and the distressed track
- Networking AIAI-suggested contacts, coffee-chat prep, and outreach drafts on top of the free CRM
- All 26 industry primersGroup-by-group deep dives built from real guides
- BehavioralsUnlimited practice, plus full mock interviews and resume grill
- One payment, whole seasonCovers the full recruiting cycle, about six months
One payment covers the whole recruiting cycle, about six months.
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