| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($299-$499/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
