Relationship intelligence platform that finds deal opportunities hidden in your firm's network
Stage
MVP
Not given
Founded
Not given
2023
Based in
Not given
US
Pricing model
Paid
Contact for pricing
Pricing
Side Project plan at $29/month (1 project, 1 seat, 4 agents), Full-Time plan at $49/month (1 project, 3 seats, all 6 agents), and Portfolio plan for multiple projects (custom pricing). 7-day free trial with 30-day money-back guarantee.
Not given
Key features
Metrics dashboard with revenue, customers, traffic, conversion and retention data
Digital Profile with business context and goals
Journal for historical context and decision tracking
Insights delivered via Slack, WhatsApp and Discord
Stripe and product analytics integration
Growth goal tracking and focus alignment
Weekly ranked recommendations prioritized by impact
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
What makes it different
Built specifically for SaaS founders, not a generic dashboard
Combines metrics with business context and goals to deliver ranked insights
Designed for bootstrapped SaaS founders with minimal overhead
Delivers insights directly to you without requiring data team maintenance
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