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Dashboard
Pipeline overview & activity metrics
Total Pipeline
Companies
in allocator universe
Contacts
tracked relationships
Activities
logged interactions
Pipeline by Stage
Pipeline by Strategy
Recent Activity
No activities yet. Start logging interactions.
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Pipeline
Drag deals between stages · Total:
All Deals
| Deal | Company | Stage | Type | Value | Updated |
|---|---|---|---|---|---|
Companies
| Company | Type | AUM | Description | Contacts |
|---|---|---|---|---|
Contacts
| Name | Title | Company | Type | |
|---|---|---|---|---|
Activity Timeline
All logged interactions
No activities yet.
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Meetings
No meetings found.
| Date | Time | Topic | Participants | Duration |
|---|---|---|---|---|
Client Profiles
No clients yet. Add your first client to get started.
| Firm | Status | Type | Subtype | Location |
|---|---|---|---|---|
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Placement Offerings
No offerings yet. Add your first placement offering.
| Client | Opportunity | Type | Target Raise | Raised to Date | Target Close |
|---|---|---|---|---|---|
No offerings match your filters. Clear filters
Reports
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Relevant Outreach
Companies Reached
Contacts Reached
No relevant outreach emails found for this selection and date range.
| Company | Type | Location | Contacts | Emails | First Outreach | Last Outreach |
|---|---|---|---|---|---|---|
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Knowledge Base
Documents, research & semantic search
Search Results
Upload PDF
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Scrape URL
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All Documents
No documents ingested yet. Upload a PDF or scrape a URL to get started.
| Title | Type | Company | Status | Chunks | Date | |
|---|---|---|---|---|---|---|
Do
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| Priority | Source | Task | Entity | Due | Status | ||
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Ask
Search and query across your entire CRM
Sources Referenced
Documents
Companies
Contacts
Deals
Meetings
Emails
No results found. Try a different query.
Ask anything about your CRM data
Quick Search — fast keyword + vector search across all entities
AI Research — Claude analyzes your data and writes a synthesized answer
AI Research — Claude analyzes your data and writes a synthesized answer
Write
Draft outreach emails with AI-powered context
Context
— Select —
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— Select —
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— Select —
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— Select —
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— Select —
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Draft
✎
Generating draft...
Select context and generate a draft
Pick a contact, client, or opportunity from the left panel,
add any notes about the purpose, and click Generate Draft.
add any notes about the purpose, and click Generate Draft.