One place to work every relationship, deal, and decision without switching tools.
Specialized AI agents that prepare, monitor, and move deals forward in the background.
Routine work is captured, processed, and advanced automatically, in real time.
Live visibility into pipeline health, priorities, and where to intervene to win.
Immersive Environment
Companies appear as 3D pieces that can be moved and organized. A gaming-inspired workspace replaces static lists with a visual environment that pulls bankers into flow.
Big Picture Clarity
Prospects, clients, and deals each occupy a separate floor. As deals progress the building evolves, revealing portfolio balance, intensity, and activity at a glance.
Alerts and Signals
Each company displays instant popups for emails, news, LinkedIn updates, and credit alerts. Bankers stay aware of every development and see natural moments to connect.
Unified Communication Hub
Emails, calls, transcripts, and signals are grouped by company. Internal notes stay separate from client conversations, keeping work organized around relationships rather than inboxes.
Multi Agent System
Every banker becomes an augmented banker supported by three voice-first AI teammates. Each agent anticipates needs and handles work in the background, keeping the banker focused on relationships, deals, and growth.
Assistant Agent
Manages emails, meetings, follow ups, and tasks. Turns conversations into structured updates with clear next steps and suggests CRM changes for approval.
Analyst Agent
Updates industry reports and comparables automatically. Answers questions instantly and keeps company profiles current so every meeting begins fully prepared.
Acquirer Agent
A prospecting engine that proposes new opportunities. Recommends who to contact next, finds emails, validates information, and delivers fresh ideas for growth.
Self Updating CRM
Team meetings, client conversations, and internal discussions flow directly into the system. Tasks and next steps are captured automatically, with bankers approving updates to keep profiles accurate and aligned.
Automated Action Sequences
Moving a prospect or client into an action zone triggers a sequence of outreach. Connections, emails, follow ups, and touchpoints execute automatically to build momentum and maintain engagement.
Client One Pager
Financials, strategies, and priorities appear on a single page. Cash flow, margin, leverage, objectives, and risks are visible instantly. A custom industry research report is also generated for every company, paired with comparable peers to support first conversations and cross-selling.
GenAI Credit Memos
The analyst combines industry insight with the client one pager to draft credit memos automatically. It highlights trends, risks, and missing elements, giving bankers the right questions and a strong foundation for every loan proposal.
Strategic View From Above
Leaders see real-time team activity while AI highlights opportunities and trends. Insights can be shared instantly through podcast-style reviews that set objectives, reinforce priorities, and keep teams inspired.
AI Strategy Partner
A trusted partner that connects insights from every team to reveal opportunities, replicate successes, and highlight trends that shape strategy. Always aware of the organization’s pulse, it gives leaders clarity, foresight, and new paths for growth.
Agent Driven Alignment
Leaders direct action and align priorities through virtual agents. Tasks, meetings, and messages flow naturally from leadership to bankers, ensuring objectives are understood, scheduled, and acted on without delay.
Challenge Driven Culture
Three types of challenges boost engagement and productivity. Milestones show progress on key objectives, progression quests reward consistent effort, and team voting celebrates creativity and achievement across the organization.
Banker Output
Faster credit memos
More client prospecting
