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Projects
Each project maps to one startup (or one client). Projects have their own:- Agent, goals, and autonomy settings
- Data Room (sources)
- Drafts and applications
- Pipeline and contacts
Portfolio
A KPI overview across every project in your workspace. Designed for consultancies running multiple clients. See at a glance:- Won YTD per client
- Active applications
- Win rates
- Agent hours used
Clients
A list of your client relationships with:- Retainer status and amount
- Project health
- Lead consultant assigned
Pipeline (cross-client)
Every application in flight across the entire workspace — all projects, all stages — in one view. Filter by project, stage, funder, or deadline.Team
Manage who has access to what:- Add consultants and assign them to specific projects
- View capacity and current workload per team member
- See win rate per consultant
- Monitor agent hours used per person
Integrations
Workspace-wide connectors. Connect once, use across all projects:| Integration | Used for |
|---|---|
| Gmail | Sending and receiving investor emails via Concierge |
| Google Calendar | Scheduling meetings from investor threads |
| Slack | Digest notifications and task alerts |
| Notion | Syncing Data Room documents |
| Investor research and contact enrichment | |
| HubSpot / Salesforce / Affinity | CRM sync for investor pipeline |
| Stripe | Billing (for consultancies billing clients) |
Usage
Breakdown of consumption per project:- Agent hours used
- Drafts produced
- Sources scanned
- Outreach sent
Billing
MRR, success fees, invoices, and plan management. See Pricing for plan details.Organization settings
- Branding — white-label outputs (Custom plan only)
- SSO/SAML — single sign-on (Custom plan only)
- 2FA enforcement — require 2FA for all team members
- Audit log retention — how long action logs are kept
- IP allowlist — restrict access by IP range
- Transfer / delete — org ownership transfer or account deletion