The workflow

From target list to signed NDA - one disciplined pipeline.

01
Set up the mandate
Capital raise, sell-side or buy-side - each with its own stages, target universe and playbook.
02
Build the universe
One investor and buyer directory across every project, with AI research to extend it and email formats inferred per firm.
03
Send from your mailbox
Connect in a guided step - we detect your provider's settings and check your domain is set up to deliver. AI drafts each note; you approve.
04
Replies land by themselves
Answers are read from your inbox, statuses advance, bounces are flagged and silent counterparties surface for follow-up.
05
Report to the client
A board-ready weekly update in one click - by firm or by contact, PDF or PowerPoint.