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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.
·
Pipeline
Drag deals between stages · Total:
All Deals
| Deal | Company | Stage | Type | Value | Updated |
|---|---|---|---|---|---|
Companies
All
| Company | Location | Type | AUM | Website | Description | Contacts |
|---|---|---|---|---|---|---|
Contacts
All
| 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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All placements
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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
Documents
Chunks
PDFs
Emails
Web
Transcripts
Upload PDF
No company (general)
▾
Drop PDFs here or click to upload (batch supported)
Queue Status
No queue items
Scrape URL
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All
PDF
Email
Web
Transcript
Internal
Failed
In Progress
No documents ingested yet. Click "+ Add Documents" to get started.
| Title | Type | Company | Status | Chunks | Date | |
|---|---|---|---|---|---|---|
Do
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| Priority | Source | Task | Entity | Due | Status | ||
|---|---|---|---|---|---|---|---|
| No tasks matching filters. | |||||||
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Ask
Search and query across your entire CRM
Sources Referenced
Documents
Structured Knowledge
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 —
▾
— Select —
▾
— Select —
▾
— Select —
▾
— Select —
▾
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.
Plan
No initiatives matching filters.
•
No initiatives to review.
Create
Generate content from templates
Template
Context
— Select Client —
▾
— Select Opportunity —
▾
Recent Content
Content
◈
Generating content...
Select a template to get started
Choose a content template from the left panel,
fill in context, and click Generate Content.
fill in context, and click Generate Content.