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When a decision on a risk or client matter isn’t yours to make, get a ready-to-send escalation email built from the record and evidence, addressed to the person who should decide. You review a complete draft in minutes, not a blank page.
Generates a status brief for your intake requests, or anyone else’s, grouped by requestor with each item’s current state. Flags anything that’s been sitting untouched past your threshold, so nothing slips through unnoticed.
Builds a workload and coverage brief across your intake team, showing active load, stale requests, and unassigned work by assignee. Flags where the balance is off so a lead can rebalance before it becomes a backlog.
See exactly where and why deals are falling out of your pipeline, in a single chart built from your firm’s own deal records. Know your leading cause of pipeline loss before your next review.
Pull deal data, financials, and sponsor history straight from your firm’s own records into a structured, committee-ready Investment Committee memo. Spend your time on the analysis, not the formatting.
Name a portfolio company and get a ranked list of the strategic and financial buyers most likely to want it, built from your own relationship history and outside market intelligence. A shortlist to start exit conversations from, not a blank page.
Score every open add-on deal against your platform on the same five criteria, every time, and get a ranked report of where to focus first. Consistent evaluation, without the manual spreadsheet work.
Upload a resume and get a matched or newly created contact record, linked to a candidate profile and the role you’re considering them for. No manual re-typing, and no duplicate records.
Check for an existing deal before a new one gets created, then classify, enrich, and structure the record properly from day one. Clean data at the moment a deal is originated, not after the fact.
Rank the 10 to 15 people most worth meeting with this week, based on deal urgency, relationship health, and where you’re falling behind. Walk into your week with a plan instead of a guess.
Pull every matter opened for your clients in a chosen date range into one sorted table, complete with related parties and a note on what was and wasn’t covered. No more chasing a matter-by-matter lookup by hand.
Generate a ready-to-send outreach email for every active buyer on a live sell-side process, tuned to where each relationship actually stands. Move a full buyer list from “needs outreach” to “sent” in one pass.
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