Investor Relations
Streamlined Investor Sourcing & Outreach
Identify and reach out to investors or strategic partners, track engagement, and focus your efforts on what matters—growing your company.
Strategic Operations
Board & Leadership Reporting
Instantly turn your scattered notes and thoughts into actionable reports and meeting summaries. Spend more time leading and less time on paperwork.
Calendar & Meetings
Efficient Scheduling & Coordination
Automate meeting requests, prioritize the most important discussions, and keep your calendar in check so you can focus on high-impact tasks.
Market Intelligence
Instant Market & Competitor Insights
Receive bite-sized, actionable market updates and competitor insights that help you adjust your strategies without the research overload.
Contact & CRM Management
Smart CRM Management
Keep track of vital business contacts (investors, partners, and customers) without losing your focus. Keep your database up-to-date effortlessly.
Communication
Personal Investor & Partner Communication
Keep communication with your investors and stakeholders organized and personalized—no more missed follow-ups or forgotten emails.
Personal Branding
Building Your Executive Presence
Automatically identify and merge duplicate records across systems for cleaner data.
Deal Flow & Pipeline
Managing Deals & Warm Intros
Stay on top of opportunities by tracking deal flows and ensuring your investors and partners stay engaged, without adding extra work to your plate.
Risk & Opportunity Alerts
Stay Ahead of Business Risks & Growth Opportunities
Get alerted to critical market shifts, risks, and growth opportunities—giving you the insights needed to pivot quickly and scale effectively.
