For founders
Remember who introduced whom, and what you promised next.
Founders meet investors, advisors, partners and early customers in quick succession. Keep each relationship's context, including the introduction, the conversation and the next step, so no promising thread goes quiet.
For founders and early team members who build many relationships at once and need to recall the details months later.
Start your 7-day free trialThen US$99/year. Card required. Cancel before the trial ends to avoid a charge.
A workflow for your day
- 01
Save the person and the intro
Add a contact from a business card, LinkedIn URL or pasted profile, or a quick voice note. Record who made the introduction in notes and tag the relationship, for example investor, advisor or partner.
- 02
Capture what was said
Record the call, then review the transcript and AI summary. Link the meeting to the person and their firm or company so feedback stays with the relationship.
- 03
Set the next step
Write a next action or add a task, such as sending an update or a follow-up deck. Selected meeting action items can become tasks with due dates. Open an email or WhatsApp template when you are ready to reach out.
Keep relationship context as you go
Search across your notes
Search people by name, email, company or notes, and filter by tag. Open a company to see the people linked to that firm or partner.
Company and people together
Link several contacts to one company and keep notes, attachments and meetings on both, so a partner conversation is not split across inboxes.
A shareable contact card
Share a digital profile with a link or QR code so new contacts can save your details as a vCard.
A few practical questions
How can I prepare for an investor or partner call?
Open the contact or company for your notes and past meetings. Review earlier feedback and the next step you recorded, so you can pick up the conversation with context.
Can I track who introduced me to someone?
Write who made the introduction in contact notes and use tags to group relationships. Your notes stay searchable alongside the person and company.
How do I add someone from LinkedIn?
Fetch available details from a profile URL, or paste profile text when a fetch is unavailable. Review the result and add the reason you connected before saving.
How do I send a follow-up?
Email and WhatsApp templates open a prepared message for you to review and send. You choose the timing and the final wording.
Keep investor and partner context in one place
7 days free. Then US$99/year.