| What it does | Sales enablement platform for creating, personalizing and sharing interactive content with engagement tracking
| AI-powered sales intelligence platform for investment management distribution teams
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| Stage | Established
| Startup
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| Founded | 2014
| 2024
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| Based in | GB
| GB
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| Pricing model | Contact for pricing
| Contact for pricing
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| Pricing | Not given
| Not given
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| Key features | - Content curation for different audiences
- Engagement tracking and insights
- Interactive content creation
- Content personalization
- Content governance and access control
- Live presentation tools
- Digital sales rooms
| - 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 | - Transforms static PDFs into interactive, trackable experiences
- Built on a decade of interactive design expertise
- Takes existing assets and makes them trackable and interactive
- Maintains brand control with content governance
- Delivers personalized content to audiences at scale
| - 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) | Not checked yet ● no change since last check | 5 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 0 | 11 |
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| Citation Flow (Majestic) | 23 | 24 |
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| Referring domains (Majestic) | 3 | 46 |
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Chalkroom
AlphaLoops