CRM for founders and LPs

Permissions on every action

Contacts checks every contact, group and task action in your organization against the user’s permissions, and private groups add an owner check.

People and organizations

A person has a name and a required email. An organization has a name and an optional domain. Opening either reveals its detail sidebar.

Opportunities never change your deals

Opportunities track who you’re qualifying to invest in your fund or buy your products. Dealflow tracks the investments your team evaluates. Creating an Opportunity never creates or changes a deal.

Each Opportunity saves in one transaction

An Opportunity, its board card, its initial field values and its opportunity_created event commit in one transaction. If any write fails, nothing partial is left.

Email-only matches wait for your confirmation

Only open, unarchived fund Opportunities for the same fund are matched. A related-user match is confirmed automatically. An email-only match waits for Link investment, and Dismiss suppresses it for good.

Admins define custom relationship types

On top of the built-in affiliations, organization admins add relationship types with a forward and inverse name, source and target types, and cardinality.

Archive contacts and restore them later

Archived people and organizations leave the active views and return with Unarchive contact. Permanent deletion and merging are separate, irreversible actions.