| Price from | — | $150/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 3 |
| Spec score · Investor Relationship Management Software | 6.8 (#24) | 7.6 (#11) |
| Headquarters | The company lists its US office at 90 Broad Street, New York, NY 10004. | San Antonio, Texas, United States |
| Integrations | The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams. | Native or listed integrations include Outlook, Gmail, DocuSign, portfolio-accounting and custodial data systems, and e-marketing partners. |
| Support | The company offers demo booking and lists sales and concierge email contacts on its website. | Support includes onboarding training, a dedicated support team, documentation and ongoing updates. |