Scores potential employers on strategic fit and existing relationship strength, sorting candidates into Act Now, Monitor, and Watch tiers with a rationale for each.

• Business development & marketing

Scans your recent email and meeting activity for executives changing jobs and scores each signal by impact and relationship strength. Confirmed events get tracked with a clear next action attached.

• Business development & marketing

Reads any deal document, whether a teaser, term sheet, or NDA, and maps the contents to your firm’s live CRM schema. You review a full summary before anything is created or changed.

• Document intelligence & content management

Scans your recent email and meeting activity for regulatory signals and ranks them by priority. Confirmed events get tracked with a clear next action attached.

• Business development & marketing

Ranks the investor firms most worth approaching for a fund event, blending your existing relationships with promising new firms from the web. You review and approve the list before anything is saved.

• Business development & marketing

Scans recent email and meeting activity for early sell-side deal signals most teams miss until it’s too late. Creates the record and tells you what to do next.

• Deal & investment management

Maps every professional at a target firm against your own expertise and client base, surfacing connection opportunities and conflict flags in one pass. No manual cross-referencing, no missed conflicts.

• Business development & marketing

Assembles a client-ready proposal for any opportunity, shortlisting the right experience, team, and client stories automatically. Delivered in your format of choice, ready to send.

• Business development & marketing

Reviews recent email and meeting activity for early signs of fund launches, raises, and ownership changes. Ranks what matters most and captures it as a shared record your team can act on.

• Business development & marketing

Reviews every company record against your firm’s categorization schema and suggests corrected values. Nothing updates until you approve it.

• Data enrichment

Builds a sector knowledge brief by researching market trends, key players, and deal activity, then structuring it around your firm’s specific practice areas. Delivered as a formatted PDF ready to share.

• Experience & knowledge management

Full context on who you’re meeting: the organization, your firm’s relationship with them, open engagements, and any recent signals. Ready before you walk in the room.

• Relationship & network intelligence