Coffee Chat Tracker

Investment Banking Recruiting

Log Coffee Chat

Basic info
Pipeline stage
Background
Chat sessions
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Identifiers
Military veteran
First-gen college
International background
Diversity recruiting
Referral offered
Follow-up needed
Contact

What's New

July 2026 Update
EVENTS Who did I meet
Inside any event, you can now add everyone you met — bankers, recruiters, whoever. Capture their name, role, email, phone, LinkedIn, and notes in one place. After the event, a gold banner shows up on your Chats page reminding you who to follow up with. Hit Log Chat and it auto-fills a new entry for that person — no retyping.
EVENTS Filter & search
Search your events by firm name or tap a type chip (Info Session, Interview, Networking Event, etc.) to narrow things down fast.
EVENTS Multiple links & flyers
Add as many links as you need to an event — Zoom, registration, company page, whatever. Upload flyers directly to the event too; they automatically show up in that firm's profile.
EVENTS Firm auto-add
Type a new firm name when creating an event and it gets added to your Firms list automatically. No need to go add it separately.
FIRMS Personal rank (replaces Tier 1/2/3)
The old 1/2/3 tier system is gone. Each firm now gets a plain-English label: Strong Interest, Moderate, or Low Priority. Set it right from the inline dropdown — no need to open the firm.
FIRMS Group by Bank Type or Personal Rank
New toggle at the top of the Firms page. Bank Type keeps the familiar BB / EB / MM grouping. Personal Rank re-sorts everything by how much you want to work there — with each firm's bank type badge still showing so you never lose context. More types added too: Restructuring, Specialty Boutique, Regional, Other.
Earlier updates
Calendar view — built-in monthly calendar showing all your chats and events as color-coded dots. Click any day to see details or add a new chat.
Calendar export — download any chat or event as a .ics file to add to Apple Calendar, Outlook, or Google Calendar.
Multiple coffee chats per contact — log several conversations with the same person. Each has its own date, notes, and follow-up. A timeline in the contact card shows your full history with them.

Sync to Google Sheets

Every save and delete will automatically push all your chats to a Google Sheet as a backup. One-time setup takes about 2 minutes.

1
Create a new Google Sheet

Go to sheets.new and name it something like "IB Coffee Chats".

2
Open Apps Script

In your Sheet, click Extensions → Apps Script. Delete any placeholder code already there.

3
Paste this script and save
4
Deploy as Web App

Click Deploy → New deployment. Set type to Web app, "Execute as" to Me, and "Who has access" to Anyone. Click Deploy, authorize when prompted, then copy the Web App URL.

5
Enter your name and Web App URL

Save Flyer

Flyer

Edit Firm

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Flyers

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Flyers

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Add Recruiter

Basic info
Contact
Notes