An executive relationship intelligence system — verified professional information, joined to your private relationship history
The people who manage the relationships that create the most commercial value need more than a CRM. Achekam Executive remembers your contacts and what you owe them, prepares your meetings, follows professional developments from sources you can open, and surfaces opportunities for you to confirm — in a vault only you hold the key to.
It remembers
- Every contact’s timeline: encounters, documents and developments, each with when it happened and where it came from.
- The commitments you made, until they are kept.
- Business cards captured, and voice notes turned into proposals you confirm — no audio is stored.
It prepares
- An agenda synchronised with Google and Microsoft calendars.
- A briefing for each meeting: the people, their open commitments and the opportunity behind it.
- Travel checked between in-person meetings.
It researches — from sources you can check
- Professional facts only, through the AI vendor’s own web search; sensitive categories are filtered out and LinkedIn is not used.
- Each finding with its sources, their retrieval date and a confidence class the server decides from the sources actually returned: verified, corroborated, unconfirmed, inferred, outdated or disputed.
- Nothing researched is applied to a contact until you accept it.
It finds opportunities — for you to confirm
- Proposed opportunities from verified or corroborated announcements about your contacts’ organisations, each with its evidence.
- Nothing is open until you accept it; only the fields you tick reach the firm’s CRM.
The controls
- A second check — Every screen needs a step-up in the current session — an authenticator code, a password or a passkey — and sealed records a fresh one.
- Ownership, not role — A workspace administrator, a CRM manager or a support session gets nothing by virtue of their role.
- Sealed means sealed — A sealed contact is never researched, monitored or put in a prompt, and private notes are encrypted with AES-256-GCM.
- Nothing sent on your behalf — Drafts are yours to send; a message leaves only on your approval, from your own mailbox or number.
Who it is for
- Managing directors
- Investment bankers
- Family-office executives
- Law-firm partners
- Private-equity professionals
- Business-development directors
What it never does
- Not an AI that knows everything about a person: research is professional, sourced and yours to accept or reject.
- No covert profiling: every finding shows where it came from.
Limits
- Research needs an AI provider that can search the web through Achekam (Anthropic or Google Gemini).