Intelligent relationship management for deal-driven teams
Automatically track your relationships & deals with actionable intelligence to help you move them forward.
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Know your strongest connection
We analyze your team’s network to help you find your best path to a company, investor, or expert in seconds.
Eliminate Deal Data Entry
We enrich data about deals in your pipeline and suggest relationships to help close them and add value.
Auto-generated reports
Save hours making pipeline reports. Use ours out-of-the-box or customize them to fit your needs.
Engage thoughtfully
Get alerted to job changes, news, investments, and other insights about your network.
Strengthen relationships
Get the insights you need to best leverage your network and keep valuable contacts warm.
Search smarter
We tag your network by your areas of focus, so you can find who you need immediately without hours of manual work.
Seamless Integration
Works on your phone, with your email, and hooks into your CRM & these other applications
What Our Customers Think
Our intelligence streamlines your daily workflow and supercharges your relationships to drive better investments.
Software tailored for the origination, relationship, and investment management activities that drive better investment opportunities.
Leverage your network to find the best companies & buyers, eliminate data entry and make great deals happen.
Built to organize and streamline each step of the transaction and business development process.
News, funding events and other relevant content to strengthen your relationships and alert you when contacts may need a new space.
Mine your firm’s network to identify experts to cross-sell, get introduced to clients, and find notable events to help you engage intelligently.