Opportunities you confirm, from evidence you can check
Keep a private pipeline of opportunities. The discovery engine proposes new ones from recent verified or corroborated announcements about your contacts’ organisations — each with its evidence — and nothing is open until you accept it.
Who uses it
- Partner
- Business-development director
- Investment banker
What it does
- A private pipeline by stage, with decisions due and an append-only activity history.
- Opportunity discovery (Intelligence): proposals from verified or corroborated announcements about your contacts’ organisations, with the evidence.
- Warm introductions and the relationship graph (Intelligence).
- Promotion to the firm’s CRM with only the fields you tick.
- The bird’s-eye view: relationships, pipeline, commitments and the week ahead, every figure counted from what is recorded.
How it works
- Add an opportunity, or review one proposed by discovery.
- Accept it, with its evidence, or dismiss it.
- Work it through the stages; promote it to the CRM when the firm should see it.
The controls that protect it
- AI-proposed is not confirmed: a proposal stays proposed until you accept it.
- A sealed opportunity is never promoted.
What it does not do (yet)
- Discovery, the graph and warm introductions are in the Intelligence tier and above.
