Features
Automatic capture of emails, CIMs, meeting notes, attachments
Continuous deduplication and record resolution
Folder taxonomy and structured data foundation
Scribe agent: logs deal info to CRM, file storage, and chats
Memo agent: generates screening memos and call briefs
Analyst agent: mandate fit scoring against firm history
Experts agent (beta): network mapping for warm intros
Native delivery to Outlook, Teams, and Slack
Event-triggered, semi-autonomous 24/7 operation
Full history indexing from day one
No platform login required for users
Three-month pilot with full ROI guarantee
Single-tenant deployment within VPC or on-prem
Integrates with 30+ tools including DealCloud, Affinity, Salesforce
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
