Workspace

New to a tool? Tap Help in the bottom-left any time — it explains whatever screen you're on, right where you are.

CRM

The source of truth for companies, contacts, and deal intelligence.

Import companies
Drop in a note or email
SC
Sarah Chen <s.chen@brookfield.com>
Intro: Brookfield infra co-invest opportunity
Hi John, great to connect at GIC. Brookfield is raising a $12bn infra fund — I'll loop in Mark Wiseman (CIO) next week.
Brookfield Asset Mgmt Sarah Chen Mark Wiseman $12bn infra fund
Drop in a note or email

Drop in any text or paste an email — companies, people, and context are pulled out automatically and checked against your existing records.

Upload a spreadsheet
pipeline-Q2.xlsx 130 rows
CompanyIndustryStatus
BrookfieldFinancialReady
Hacksaw GamingGamingReady
10BetGamblingReview
118 ready12 to review
Upload a spreadsheet

Upload an .xlsx and every row is read, researched on the web, and de-duplicated into clean records — no manual cleanup needed.

Pending Changes
Possible duplicate — what should we do? Garnett Station Partners → Garnett Station
Merge into Garnett Station Model's plan
Keep separate
You only review what's unsure

The model merges and creates whatever it's confident about on its own. The few calls it can't make alone wait for you in Pending Changes.

Ask
CRM Agent
Who do we know at Apollo, and when did we last touch them? 2 at Apollo Global. Last touch 3 weeks ago — Jane Doe (MD, Corp Dev) flagged LatAm bolt-ons.
Ask the CRM Agent

A sidebar assistant that searches across your companies, contacts, and notes — and answers in plain language.

Deep Review

Vision-based document quality control.

Reads pages as images

Documents are rendered to pictures, so tables, layout, and figures get reviewed — not just the raw text.

Figure 3 total doesn't match the table
Flags issues to confirm

Problems are surfaced page by page for you to confirm before a document goes out.

+
Knowledge Base soonSearch and reference internal knowledge.