Turn interest into conviction with a pipeline built for you
Save companies, organize watchlists, request meetings, manage diligence, and build lasting founder relationships — all inside a personal deal pipeline.
- Personal watchlists and saved companies
- Founder messaging and meeting requests
- Diligence checklists and shared notes
- Stage-based pipeline with reminders
Personal
Pipeline per investor
Shared
Notes with your team
In-platform
Founder messaging
Reminders
Never lose a deal
Capabilities
Everything you need, built for enterprise workflows
Save & watch
Bookmark companies of interest and track them over time.
Watchlists
Organize deals into themed lists — verticals, geographies, or theses.
Founder messaging
Reach out to founders directly through verified in-platform messaging.
Meeting requests
Request intros and schedule meetings with integrated calendaring.
Diligence workspace
Run diligence with shared checklists, notes, and file annotations.
Tags & status
Tag companies by conviction, priority, and stage in your process.
Pipeline stages
Sourcing, evaluating, diligence, term sheet, and closed — with automations.
Collaborate
Share pipeline views with partners, analysts, and your investment committee.
Workflow
How it works
01
Save
Bookmark companies you want to track.
02
Engage
Message founders, book meetings, and request materials.
03
Diligence
Run structured diligence with checklists and shared notes.
04
Decide
Move companies through stages and close with confidence.
FAQ
Frequently asked
Is my pipeline private?
Yes — your pipeline is private by default, with optional sharing for teams.
Can my analyst collaborate?
Yes — invite team members with role-based access and shared workspaces.
Can I message founders directly?
Yes — verified investors can message founders through the platform, subject to founder settings.
Ready to move faster on investment pipeline?
Talk to our team about rolling this out at your company.