One tool. Six teams. Zero turf wars.
Built so sales, finance, legal, and founders can finally use the same surface, without anyone giving up the workflow they love.
For sales teams
Close more deals with proposals that double-click into themselves and signatures that ship in minutes.
- · Interactive proposals with ROI calculators
- · E-signatures with reminders & bulk send
- · Visit-level analytics, per-page heatmaps
- · HubSpot, Salesforce, Pipedrive sync
For founders
Run the entire round from one tab, pitch deck, data room, investor updates, and the CRM behind it.
- · Pitch deck analytics with NDA gates
- · Investor data room with watermarks
- · Monthly updates with open tracking
- · Investor pipeline & warmth scoring
For investors
Track portfolio updates, run diligence on inbound deals, and keep your own LP updates clean.
- · Portfolio update inbox
- · LP update tracking with read receipts
- · Diligence rooms for inbound deals
- · Metric requests from portfolio cos
For legal
Stop chasing redlines. Centralize templates, route approvals, and ship contracts that legal can audit.
- · Template library with conditional clauses
- · Sequential approvals & audit trails
- · eIDAS / ESIGN / UETA compliant signatures
- · Search across every contract instantly
For agencies
Send proposals that look better than your clients' websites. Branded end-to-end.
- · White-label proposals & rooms
- · Custom domain & full brand control
- · Interactive blocks (calculators, video)
- · Per-client analytics & retainer tracking
For finance
Order forms, invoices, NDAs, and quarterly board books, without juggling four tools.
- · Order forms with Stripe payments
- · Branded invoices with payment links
- · Board books with KPI dashboards
- · Audit-ready paper trail on every doc
Need SSO, custom data residency, and a real contract?
Same product, different paper. Custom terms, dedicated support, on-call onboarding, and per-tenant key isolation. Pricing is per Org, not per seat.