| What it does | AI-powered sales intelligence platform for investment management distribution teams
| Connected sales workflow from buying signal to CRM sync
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| Stage | Startup
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| Founded | 2024
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| Based in | GB
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| Pricing model | Contact for pricing
| Paid
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| Pricing | Not given
| Starter: $99/seat/month (basic signal detection, 1 CRM integration, email support). Growth: $199/seat/month (full signal detection, live call coach, full CRM hygiene engine, 2 CRM integrations, all email and calendar integrations). Scale: $299/seat/month (custom signals, all integrations, custom voi
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| Key features | - Lead scoring and ranking by product fit, timing, and buyer profile
- Client intelligence tracking with news, filings, people moves and market signals
- CRM enrichment with verified field updates
- Compliant outreach campaign management with financial promotions checks
- RFP and DDQ response generation with sourced answers
- Integration with 40+ systems including Salesforce, HubSpot, Outlook, and Teams
- Audit trail on every workflow action and automation
- Per-tenant database isolation and EU data residency
- SOC 2 Type II and GDPR compliance certification
| - Signal Detection: monitors job changes, funding rounds, intent signals, and CRM activity to rank accounts by warmth
- Outreach Writer: generates personalized email or LinkedIn drafts tied to specific signals with voice matching
- Call Prep Engine: assembles structured briefs from account, contact, opportunity, and research context
- Post-Call Notes: generates transcript-backed summaries, CRM notes, follow-up tasks, and email drafts for review
- CRM Hygiene Engine: surfaces proposed stage changes, stale-deal exceptions, and missing-field prompts
- Workflow Sequencer: connects all six stages in one sequence with no tool switching between LinkedIn, Gmail, Zoom, and CRM
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| What makes it different | - Built specifically for investment management distribution with institutional allocator context
- Human-in-the-loop approval workflows built into every capability
- Compliance built into the core of the product, not bolted on
- Integrated market intelligence refreshed continuously
| - One connected workflow from signal to CRM instead of fragmented tools and manual copy-paste between systems
- Human approval gates at every step: AI drafts but reps review and approve before any action executes
- Context preserved throughout the workflow instead of lost in tab switches between tools
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 5 ▲ +1 (up) since last check | 25 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 11 | 6 |
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| Citation Flow (Majestic) | 24 | 35 |
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| Referring domains (Majestic) | 46 | 143 |
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AlphaLoops
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