| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Beautiful document and note-taking app for Mac and iOS with rich formatting, backlinks, and sharing capabilities. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-10/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Rich documents
- Backlinks
- AI assistant
- Sharing
- Cards
- Daily notes
- Templates
- Markdown
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Beautiful design
- Apple ecosystem
- Offline support
- Rich formatting
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Apple focused
- Limited collaboration
- No Windows/Android
|
