| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Personal knowledge management app using local Markdown files with linking, graph view, and extensive plugin system. |
| Pricing |
Subscription (Custom pricing) |
Freemium ($0-50/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Markdown
- Backlinks
- Graph view
- Plugins
- Local files
- Canvas
- Templates
- Sync
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Local-first
- Extensible plugins
- Free for personal
- Markdown based
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Steep learning curve
- No real-time collaboration
- Sync costs extra
|
