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The CRM for Deal Makers. Relationship Intelligence, Reimagined.
Sector: Relationship-intelligence CRM for deal-driven industries
Founded / HQ: 2014; San Francisco, CA
Recent funding: $80M Series C (Sept 9, 2021); total disclosed ≈ $120M
Employee count (snapshot): 350
Capturing and analyzing relationship/communication data to improve dealmaking and CRM workflows in private capital and other relationship-driven sectors.
2014
CRM; Relationship Intelligence; Analytics
$13.5M
Reported funding round (May 18, 2017)
$80M
Series C led by Menlo Ventures (reported Sept 9, 2021)
“Backed by investors including Menlo Ventures, Advance Venture Partners, 8VC, and MassMutual Ventures”
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