| Overview |
A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting. |
Note-taking tool for networked thought with bidirectional links, block references, and graph database structure. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($15-500/mo) |
| Key Features |
- Relationship intelligence
- Automatic data capture
- Deal management
- Analytics
- Email integration
- Chrome extension
- Alliances
- Pipeline management
|
- Bidirectional links
- Block references
- Graph view
- Daily notes
- Queries
- Templates
- API
|
| Pros |
- Excellent relationship mapping
- Automatic activity capture
- Great for deal-driven firms
- Strong analytics
|
- Powerful linking
- Graph database
- Block-level references
- Community
|
| Cons |
- Expensive
- Niche use case
- Limited marketing features
- Not for general business use
|
- Expensive
- Steep learning curve
- Performance issues
- Basic UI
|
