| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
A financial platform for startups and growing companies offering corporate cards, expense management, and bill pay with no personal guarantee. |
| Pricing |
Subscription (Custom pricing) |
Freemium (Free-$12/user/month) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Corporate cards
- Expense management
- Bill pay
- Reimbursements
- Travel
- Budgets
- Accounting integrations
- Rewards
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- No personal guarantee
- Real-time expense tracking
- Good integrations
- Travel features
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Requires business bank account
- Limited to funded startups
- Rewards have changed
- Customer support varies
|
