| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Open-source knowledge management tool with outliner-style editing, bidirectional links, and local-first storage. |
| Pricing |
Subscription (Custom pricing) |
Free (Free) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Open-source
- Local-first
- Bidirectional links
- Graph view
- Tasks
- Whiteboards
- Plugins
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Free and open-source
- Local-first
- Privacy
- Plugin ecosystem
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Learning curve
- Performance with large graphs
- Limited collaboration
|
