Students networking their way into investment banking
Free toolkit for aspiring bankers

Networking tracking that works.

The offer goes to whoever networks best. We built the system that got us into banking, and we’re giving it to you.

ScrollFree up to 50 contacts · No credit card
01 · The tracker

Your whole pipeline, at a glance.

Capture every contact, see exactly who to reach out to next, and move each relationship from a cold email to a referral without dropping a single one.

42
Contacts
34
Reached out
22
Responses
65% reply
5
Referrals
Pipeline
Reached out
12
Replied
9
Call scheduled
6
Call completed
4
Referral secured
3
Follow upMarcus Lee, Goldman Sachs: due today
NameFirm / GroupStatusTouch
Jordan ReyesEvercore · M&AReferral5
Priya NairMorgan Stanley · TMTFollow up3
Marcus LeeGoldman Sachs · ECMCall set2
Hannah ColeCenterview · GENReplied2
01 · Contact database

One home for everyone you meet. Firm, group, role, how you met, priority, notes, and the last thing you talked about: fifteen fields that replace the spreadsheet you keep forgetting to update.

02 · Networking analytics

Know what is actually working. See your reply rate, where outreach stalls, and which channels land referrals. Spot the warm relationships going quiet before they go cold, then lean into what works.

03 · Follow-up reminders

Never let a warm lead go cold. The analyst who replied on Tuesday forgets you by Friday. OfferPath schedules the next touch for every contact, surfaces who is due today, and (on Pro) emails you the list each morning.

02 · Walkthrough

Watch The 3-Minute Walkthrough

03 · The problem

Talent gets you noticed. Networking gets you hired.

70+ students · 10 schools
20+Offers last recruiting cycle

The students with the best shot at banking already have a system: a mentor, an older friend at a firm, a parent who knows the game. Everyone else is sending cold emails into the void and losing track of who they have even spoken to. We were the everyone else. So we ran our networking like a pipeline, got the offers, and rebuilt that system so you can start with it on day one.

Get the Free TrackerFree up to 50 contacts · No credit card
01

Follow-ups slip through. You meant to reply to that analyst. Three weeks later the moment is gone, and so is the warm intro.

02

Referrals fall through. A great call leads nowhere because nobody followed up at the right time with the right ask.

03

Relationships go untracked. Names scattered across your inbox, a Notes app, and three spreadsheets. You cannot run a pipeline you cannot see.

04 · Referral management

Turn a great call into a referral.

30 to 50 conversations to land one offer
  1. 01Not contacted
  2. 02Reached out
  3. 03Replied
  4. 04Call scheduled
  5. 05Call completed
  6. 06Referral secured
01

Track asks, intros, and submitted referrals.

02

A thank-you reminder right after every call.

03

Referral goals with live progress.

05 · New and free

Stop wondering if you are already late.

Most banks opened applications on January 1 last cycle. RBC opened in September. The middle market kept opening through July. Enter your grad year and target firms to see exactly when each one opens, and when your network needs to be warm. No account needed.

See the Recruiting Calendar
Goldman SachsOpened Jan 1
RBCOpened late September
Middle marketRolling through July
06 · What it does

Eight tools. One pipeline. Zero dropped follow-ups.

Everything works off the same contact list, so a name you add once gets an email address, a drafted note, a follow-up date, and a place in your analytics.

01Networking trackerSee your whole pipeline at a glance.

Every contact, every stage, updated live. Know exactly where each relationship stands, from not contacted to referral secured, without opening a single spreadsheet.

  • Seven stages, from first cold email to referral
  • Live counts of contacts, replies, and referrals
  • Card and table views, plus CSV import and export
Free
Pipeline
Reached out
12
Replied
9
Call scheduled
6
Call completed
4
Referral secured
3
02Follow-up remindersNever let a warm lead go cold.

The analyst who replied on Tuesday forgets you by Friday. OfferPath schedules the next touch for every contact, surfaces who is due today, and (on Pro) emails you the list each morning.

  • A cadence engine sets the next follow-up for you
  • Overdue, today, and this week, sorted
  • Pro: a daily digest of exactly who to chase
Free
Due this week3 open
Marcus Lee
Goldman Sachs · thank-you note
Due today
Hannah Cole
Centerview · nudge the intro
Tomorrow
David Okafor
Bank of America · second touch
In 3 days
Pro These three landed in your inbox at 7:00 this morning.
03AI outreachCold emails written for you, sent from your Gmail.

OfferPath drafts a personalized email for each contact, anchored to templates that got students offers, with one genuine hook from what you actually share. Review it, tweak it, and send it from your own inbox in one click.

  • Built on templates that landed offers
  • One real hook: same school, hometown, or club
  • Sends from your own Gmail with your resume attached
Pro
To: marcus.lee@gs.com
High confidence
Cornell sophomore interested in TMT
Hi Marcus, I’m a sophomore at Cornell studying economics and I’ve been following Goldman’s work in TMT. As a fellow Ithaca native, I’d love to hear how you made the jump from campus to the desk. Would you have 15 minutes...
Send via Gmail Resume attached
04Email finderStop guessing banker emails.

Type a name and a firm and get their likely work address instantly, built from each bank's real email pattern with a confidence level on every result. Covers 40+ firms, free for everyone.

  • Real address patterns for 40+ banks and funds
  • Confidence shown, so you know what to trust
  • No credits, no lookup fees
Free
Email finder40+ firms
Marcus Lee Goldman SachsHigh
marcus.lee@gs.com
Priya Nair Morgan StanleyHigh
priya.nair@morganstanley.com
David Okafor J.P. MorganMedium
david.okafor@jpmorgan.com
05Referral managementTurn a great call into a referral.

The whole point of networking is the referral. Log every ask and every intro against the person who made it happen, so a good conversation actually turns into a name on the interview list.

  • Track asks, intros, and submitted referrals
  • A thank-you reminder right after every call
  • Referral goals with live progress
Free
Referral asks2 secured
JR
Jordan Reyes
Evercore
Referral submitted
PN
Priya Nair
Morgan Stanley
Pushed resume up
HC
Hannah Cole
Centerview
Intro to staffer
DO
Derek Osei
Lazard
Intro to VP
06Networking analyticsKnow what is actually working.

See your reply rate, where outreach stalls, and which channels land referrals. Spot the warm relationships going quiet before they go cold, then lean into what works.

  • A conversion funnel from outreach to referral
  • Reply and referral rate by source and seniority
  • Coverage per firm, so you never go in thin
Free
Outreach this week
48 touchpoints
+24%
M
T
W
T
F
S
S
65%
Reply rate
2.4 days
Avg. follow-up
5
Referrals
07Contact databaseOne home for everyone you meet.

Firm, group, role, how you met, priority, notes, and the last thing you talked about: fifteen fields that replace the spreadsheet you keep forgetting to update.

  • Paste a LinkedIn profile to fill the card
  • Firm and group suggestions as you type
  • Add any call to your calendar in one click
Free
NameFirm / GroupStatus
Marcus LeeGoldman Sachs · ECMCall set
David OkaforBank of America · LevFinReached
Sofia RamosWells Fargo · HealthcareNot yet
Tom BradleyLazard · RestructuringReplied
08Script VaultDo not just track outreach. Get great at it.

Copy-and-send templates from students who broke in: the exact words for cold emails, coffee chats, follow-ups, and the referral ask. Fill in the brackets and send.

  • Cold email, coffee chat, follow-up, referral ask
  • Written by students who used them to get offers
  • Free members get the suggested line for every reminder
Pro
Script VaultPro
The cold email that gets replies
Template
The 15-minute coffee chat script
Template
Asking for a referral without being awkward
Playbook
Following up without being annoying
Playbook
07 · Proof

Students who used it, in their words.

20+
Offers last recruiting cycle, at firms like Goldman, Morgan Stanley, and Centerview
30 to 50
Conversations it usually takes to land one offer. Every one of them needs a follow-up.
$0
The full tracker, dashboard, email finder, and analytics, up to 50 contacts
Recruiting Season Pass member
When I first started recruiting for investment banking, it was very overwhelming. There was a lot of information out there, and after trying almost all of them, OfferPath was the most helpful when it came to landing my offer. I didn't realize how important and clear networking was until I started using OfferPath, which helped me connect with lots of junior and senior bankers, helping me get my interviews and ultimately my Morgan Stanley offer. If I were to re-recruit, I'd 100% start with OfferPath for all my networking needs. Huge thanks to the team!
Morgan Stanley
Incoming Summer Analyst, Morgan Stanley
OfferPath's tracker was incredibly helpful in tracking my progress in networking and helping me start the right way. I highly recommend it for any students wanting to recruit IB.
Goldman Sachs
Incoming Summer Analyst, Goldman Sachs
I seriously can't recommend OfferPath enough! Before using it, I had networking spreadsheets everywhere and it was impossible to keep track of who I needed to follow up with. Everything's in one place now, and I ended up getting way more responses because I actually stayed consistent.
Jefferies
Incoming Summer Analyst, Jefferies
If you're a student recruiting for banking OfferPath is EXTREMELY helpful whether it comes to learning how to network or simply tracking your contacts. 100% would use again!
J.P. Morgan
Incoming Summer Analyst, J.P. Morgan
08 · Pricing

Free to start. Cheap to go all in.

Compare every feature
Free
$0

Everything you need to start networking like a pro, up to 50 contacts.

  • 50 networking contacts
  • Follow-up cadence engine and pipeline dashboard
  • Email finder for 40+ firms
  • Referral tracking, goals, and analytics
Get the Free Tracker
Pro
Most popular
$59for the whole recruiting season, or $14.99 a month

A six-figure job is on the line. This is less than one dinner out a month.

  • Unlimited contacts
  • AI-drafted outreach, sent from your own Gmail
  • The daily follow-up digest in your inbox
  • The full Script Vault
See Pro Plans
FAQ

Frequently asked questions

Everything about pricing, limits, and how the free plan works. Still stuck? Email us at support@joinofferpath.com and a founder will reply.

Is OfferPath really free?

Yes. You get your first 50 networking contacts free, no credit card, no trial timer. Free covers the full follow-up cadence engine, the pipeline dashboard, goals, and both card and table views. Upgrade to Pro when you want unlimited contacts, the daily follow-up digest, and the Script Vault to carry you through a full recruiting season.

What happens when I hit 50 contacts?

Nothing breaks, your existing contacts stay exactly as they are. To add more, upgrade to Pro for unlimited contacts at $14.99 a month, or grab a recruiting-season pass: 6 months of full access for $59, a 34% saving. A serious recruiting season runs well past 50 contacts, and Pro is built for exactly that stretch: unlimited contacts, the daily follow-up digest, and the full Script Vault.

Do I need a credit card to start?

No. Creating an account and tracking your first 50 contacts never asks for payment details. A card is only required if and when you choose to upgrade to Pro.

Who is OfferPath built for?

Students breaking into competitive finance and adjacent paths, investment banking, consulting, private equity, and VC, especially those without a built-in network or insider connections. It's the networking system the founders wished they'd had.

Students use OfferPath to recruit at firms like

Goldman SachsJ.P. MorganMorgan StanleyCitiBank of AmericaBarclaysLazardCenterview PartnersJefferiesBlackstoneWells FargoMcKinsey & CompanyBCGBain & Company

Start the season organized.
Finish it with an offer.

Join the students turning cold outreach into interviews and referrals. Add your first contact in two minutes.

Get the Free TrackerFree up to 50 contacts · No credit card · 2-min setup