Relationship intelligence platform that finds deal opportunities hidden in your firm's network
AI transformation planning and assessment for small and mid-size companies
Stage
Not given
Startup
Founded
2023
2026
Based in
US
US
Pricing model
Contact for pricing
Paid
Pricing
Not given
AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
Key features
Unified relationship graph built from CRM, email, calendar and LinkedIn data
CRM data cleaning and enrichment with 90% resolution rate
Relationship scoring across entire firm network
Deal signal detection from news and market events
Pre-meeting intelligence briefs generated in 60 seconds
Warm path mapping to target companies
Job change and M&A alerts before competition
MCP connector for AI assistant integration
API access and custom workflows
SOC 2 Type II certified with enterprise-grade security
Three guided AI sessions delivered in web app on your own schedule
Voice or text responses with automatic saving
18-month AI roadmap delivered as three PDF documents
One-page summary, roadmap, and companion document
30-day make-it-right guarantee with revision option
Add a Process feature to cover additional processes (coming soon)
90-Day Check-ins to update roadmap (coming soon)
What makes it different
Built by dealmaker with 17 years at Goldman Sachs who systematized how to find $6B deals
Three-phase deployment starting with proof before any commitment required
Read-only access ensures data stays in your environment and is never shared
Deploys in four weeks with no IT integration required
Trusted by 150,000+ bankers, investors and dealmakers
Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
No vendor pitch or product recommendations, just independent advice
Includes team assessment with up to six leaders' perspectives
All numbers are labeled and traceable to your own data
Tier8