Know where every investor stands.
Your investors as people, with the Radar beside them: who is new, who has gone quiet, and who is waiting on you.
Included on every plan · No card required
Your investors, their stage, and who has gone quiet, at a glance.
The list
The people themselves, not a report.
- Name with the verified check, company, stage, owner, and last activity
- Segment tabs that are the Radar's own numbers: new this month, gone quiet, committed
- The same Filters panel as Contacts, with commitments, funding, KYC, and accreditation
- Saved views and a CSV export of exactly what you filtered
The Radar
A dashboard that opens the right list.
- Investor KPIs, a weekly momentum trend, and a funnel ramped cool to hot
- Awaiting-our-reply and gone-quiet lists that update themselves
- Every tile and funnel bar opens the matching segment
- Per-owner accountability for handoffs and first touches
It fills itself
Classification without the busywork.
- Anyone who signs up or commits on one of your offerings becomes an investor automatically
- Classify contacts in bulk from a searchable picker, undoable for a day
- Manual choices are never overwritten
- On the iPhone and Android, with the same numbers
Every module, one relationship.
ARC
The CRM: contacts, companies, deals, lists
Tasks
Follow-ups with an owner and a date
Mailbox
Your email, on the right people
Threads
The whole team's activity, in order
Ping
Texting + calling
Meridian
Scheduling, branded
Meetings
The AI notetaker
Events
Zoom meetings + webinars
Megaphone
AI email, no technical skills
Socialize
Social posts, approvals, and ads
Forms
Capture that closes
Ink
E-signature in your brand
Collect
Quotes, invoices, payments
Automations
35 triggers, 19 actions
Convoy
Projects + EOS scorecards
Signal
Dashboards that compose themselves
Verified
Blue + gold identity checks
Ambassador
Referrals as a system
Caliper
Deal underwriting, live
TenthYards
Capital raises, end to end