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Never miss out on a deal. Identify high-quality companies and push your deals forward with pipelines in Gmail.
Update your pipeline data right from your inbox. Create contacts, tasks, and notes from your email conversations without switching tabs or tools.
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
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.
Attached documents are automatically extracted from your emails and organized in your pipelines. Access pitch decks and documents without sifting through piles of data.
See a complete timeline of your interactions with each LP. Keep track of their interests and personal details all in one place.
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.
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.
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.
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.
Integrations + API
Importer tool
Email tracking
Reporting tools
Coordinate support and stay in touch with each company in your portfolio.
Organize tasks, keep track of support for your portfolio companies, and see what’s already been done in each stage.
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.
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.
Reza Shirazi
Steven Llano
Shelby Black
Becky Schroeder
Ramona Jar
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