| What it does | AI sales assistant that provides real-time guidance during live sales calls
| AI-powered sales intelligence platform for investment management distribution teams
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| Stage | Not given
| Startup
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| Founded | Not given
| 2024
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| Based in | Not given
| GB
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| Pricing model | Freemium
| Contact for pricing
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| Pricing | Free plan with no credit card required and usage limits. Starter plan at $49/month per seat, billed monthly. Growth plan at custom pricing with minimum 5 seats, billed annually.
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| Key features | - Real-time discovery question guidance during calls
- Approved answer surfacing for objection handling
- Case studies surfaced mid-call
- MEDDPICC framework tracking and guidance
- Follow-up email drafts and deal summaries
- Deal view workspace for opportunity management
- Pre-call prep and deal-aware assistance
- Manager coaching dashboard for team monitoring
- Rep benchmarking and performance tracking
- CRM auto-sync and integrations
| - 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
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| What makes it different | - Real-time assistance during calls, not after
- No bot notifications or disruptions to the call
- Learns from your own knowledge and tribal knowledge
- Works on all meeting platforms without integration required
- Sets up in under 30 minutes with measurable results in one week
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 27 ▼ −1 (down) since last check | 5 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 24 | 11 |
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| Citation Flow (Majestic) | 43 | 24 |
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| Referring domains (Majestic) | 402 | 46 |
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Backdrop
AlphaLoops