
The CRM for Deal Makers. Relationship Intelligence, Reimagined.
What they do: Relationship intelligence CRM that auto-captures email, calendar, and meeting data for dealmakers
Founded / HQ: Founded 2014; headquartered in San Francisco
Funding (notable): Raised $80M Series C on 2021-09-09; $120M total disclosed as of that date
Founders: Ray Zhou and Shubham (Shub) Goel
Employees: Approximately 350
CRM and relationship intelligence for private capital and other relationship-driven industries (deal sourcing and pipeline management).
2014
CRM; Relationship Intelligence; Private Capital / Dealmaking
$80M
Brought total disclosed funding to $120M as of this date
$13.5M
Reported round to build out product
“Backed by investors including Menlo Ventures, Advance Venture Partners, 8VC, Pear Ventures, Sway Ventures, and MassMutual Ventures”