Features
Autonomous end-to-end investment workstream execution
Multi-model orchestration with frontier models
Verifiable and sourced work-products
Financial modeling and analysis
Due diligence report generation
Data gathering from public and proprietary sources
Iterative refinement based on user feedback
Investment-specific guardrails and best practices
Enterprise security and compliance
Conversational task interface
Access 100+ data providers for firmographics, technographics, funding
Live intent signals: job changes, funding, hiring, website visits
AI research agents for deep company and competitor analysis
Built-in AI sequencer for multi-channel outreach with warmup
Native email sending with automated warmup
Lead scoring based on propensity to buy
Local business search from Google Maps with import
Enriched LinkedIn posts, company details, and mobile numbers
HTTP API and webhooks for custom integrations
CRM sync with HubSpot and Salesforce (Pro+)
Credit-based system: 1 credit per email, 10 credits per phone
Unlimited users on all paid plans
Web scrapers for custom data extraction
Company Lookalike Finder (Growth+)
ABM (Account-Based Marketing) on Pro+
