| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Access Claude models for safe, helpful AI with strong reasoning and long context capabilities. |
| Pricing |
Subscription (Custom pricing) |
Pay-per-use ($-$$$$) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Claude 3.5 Sonnet
- Claude 3 Opus
- 200K context window
- Tool use
- Vision
- Streaming
- Batches API
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Excellent safety alignment
- Very long context window
- Strong reasoning
- Constitutional AI approach
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Smaller model selection
- Newer ecosystem
- Limited fine-tuning options
|
