KPI software for creating dashboards and reports with AI insights built in
Relationship intelligence platform that finds deal opportunities hidden in your firm's network
Stage
Established
Not given
Founded
2007
2023
Based in
GB
US
Pricing model
Free trial
Contact for pricing
Pricing
$79 per month billed monthly, or $63 per month billed annually ($758 a year). Every feature included, unlimited users. Free 14-day trial with no credit card required.
Not given
Key features
AI-powered dashboard creation
KPI dashboards with interactive charts and graphs
Pulse anomaly detection and alerting
Explore deep dive analytics with root causes
Data connections from apps and spreadsheets
Smart spreadsheet import with AI mapping
Role-based access control with six user roles
Public dashboard sharing and embedding
Developer API for programmatic data access
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
AI built into the core for dashboard creation and insights
No per-seat fees or AI credit meters
100% independent with no venture funding
Designed for simplicity without data department requirements
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
SimpleKPI