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Use Cases
Manage any workflow from your inbox
Track deal flow in Gmail
and prioritize companies
Never miss out on a deal. Identify high-quality companies and push your deals forward with pipelines in Gmail.
Investment data seamlessly integrated into Gmail
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Update your pipeline data right from your inbox. Create contacts, tasks, and notes from your email conversations without switching tabs or tools.
Prioritize investments with real-time insights
Never let a hot deal slip through the cracks. Filter and sort your pipelines to identify high quality investment opportunities and move them through your pipeline
Start tracking companies quickly with pipeline templates
Get set up in minutes. Customize a beautiful pipeline template to track conversations and details about each company in your deal flow. Add contacts and companies from your inbox with one click.
Keep documents and pitch decks organized
Attached documents are automatically extracted from your emails and organized in your pipelines. Access pitch decks and documents without sifting through piles of data.
Manage your capital raise
and LP relationships
See a complete timeline of your interactions with each LP. Keep track of their interests and personal details all in one place.
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Communication and investment history for each contact
Search, filter, group, and sort your data in any configuration and save the results as a custom view. Share with the entire team or surface directly in your inbox.
Track each capital raise with a fundraising pipeline template
Keep track of LPs throughout each stage of conversation and closing. See where you are in the process with data and insights right in Gmail.
Quick access to the information you need
Automatically scrape attachments and documents from emails and add them to your pipelines. Quickly access pitch decks, financial documents, and partner updates without getting bogged down by data you don’t need.
Avoid crossing wires with your email outreach
No email faux-pax here. Get a heads up if you’re about to email a contact who’s already been in touch with someone on your team.
Stay on top of support
for your portfolio companies
Coordinate support and stay in touch with each company in your portfolio.
Create tasks to help your portfolio companies succeed
Organize tasks, keep track of support for your portfolio companies, and see what’s already been done in each stage.
Communicate efficiently with your portfolio companies
Send and schedule mail merges with automatic follow-up to stay in touch with your portfolio companies. Share updates in newsletters, request information, and track engagement in Gmail.
Diligently follow up on calls and meetings
Make sure nothing slips through the cracks when your day is stacked with calls. Take notes and create follow-up tasks while you’re on a call or in a meeting.
We scale with you
And check all the boxes with our pro features
Multi-team support
Custom permissions
Data validation
Reporting tools
750K+ happy users
Integrations
Works with your existing tools and workflow
G Suite
Directly integrated with G Suite so your work can stay in one place
Zapier
Over 1000+ integrations through Zapier, the easiest way to integrate your workflow with other tools
API
Build custom integrations or integrate with internal systems
