This tool is limited to named fund users.
Every record, its categorisation, and where it sits in the process.
The agents do the work. You approve every step before anything is written.
Dedupe by email and firm, normalise firm names, flag contacts whose address is an unresolved formula rather than a real address.
For contacts with no address. Every result carries a source and a confidence — a pattern guess is never presented as a fact.
One-pager per investor via the web research leg. About a minute per contact; results stream in as they land.
Generate outreach grounded in the one-pager. Saved to your own mailbox. Nothing sends.
This checker raises flags. It never clears anything.
Describe it in a sentence. It will ask about audience, jurisdiction, sender, materials, relationship and compensation — then assess what it understands. You can stop early and it will assess on partial information, saying so.
Only a named person can decide. Your name and the basis are stored with the message and cannot be edited afterwards. This is what unlocks sending.
A daily digest of what you follow, delivered to your inbox.
This agent works out exactly what you want before anything is fetched. Once all seven parameters are pinned it produces the query that will be run — scheduled delivery is not built yet, so today it shows you the query rather than emailing you results.
Describe your interest in a sentence. It will ask one question at a time until the query is precise enough to be worth running — a vague query produces a digest full of things you do not care about.