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.
Brookfield Asset Mgmt
Financial · Infrastructure
JDJane Doe · Managing Director
New infra fund · raising $12bn
Capture by paste or email
Paste a note or drop an email — it pulls out the companies, people, and notes, then checks your CRM for matches.
BrookfieldFinancial - PE
Hacksaw GamingGaming
10BetGambling
118 ready12 to review
Import a spreadsheet
Upload an .xlsx and every row is read, researched on the web, and de-duplicated into clean records.
Who's at Apollo?
2 at Apollo GlobalJane Doe — MD · Tom Lee — Principal
Last touch with Jane?
Ask the CRM Agent
A sidebar assistant that searches your data and answers questions in plain language.
Garnett Station Partners → Garnett Station?
Merge into Garnett StationModel'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.
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.