| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Simple project management and team communication platform with message boards, to-dos, schedules, and file sharing. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-299/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Message boards
- To-dos
- Schedules
- Docs
- Chat
- Hill charts
- Check-ins
- Card table
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Simple interface
- Flat pricing
- All-in-one
- Opinionated approach
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Limited customization
- No time tracking
- Basic reporting
|
