| What it does | Book meetings for you with the right customers, investors, design partners, and founders
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| Pricing model | Freemium
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| Pricing | Free with 300 credits. Teams plan at €117.90/month with 10,000 shared credits per month, unlimited members and 5 workspaces. One-time credit top-ups available at €15 for 1,000 credits, €70 for 5,000 credits, or €130 for 10,000 credits. Custom plans available for agencies.
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| Key features | - AI agent researches prospects and drafts personalized outreach
- Human-in-the-loop approval system requiring review before any message sends
- Integrates with existing tools: Clay, HubSpot, Calendly, Gmail, Slack, and 100+ other services
- Persistent Knowledge Graph memory that learns from corrections and outcomes
- Multi-model AI with Claude, GPT, Gemini, and Mistral support
- MCP Server integration for Claude Code and Codex
- ROI reporting tracking hours saved, cost avoided, and pipeline influenced
- White-label option for agencies to deliver AgentLed under their own brand
| - AI-powered document chat interface for instant analysis of manager documents and internal memos
- Automated report generation with AI agents for complex background tasks
- Automatic data extraction from financial documents
- Matrix tool for side-by-side comparison of managers and funds
- AI Research Hub for zero-effort document organization and management
- Actions and alerts for continuous monitoring of document changes
- Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
- 100% verifiable outputs with precise citations to source documents
- SOC 2 Type II compliance for enterprise-grade security
- Strict data segregation ensuring client data remains confidential
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| What makes it different | - Only sends messages and takes CRM actions that you have explicitly approved
- Runs inside your existing tools instead of requiring you to switch platforms
- Learns from call outcomes to automatically refine targeting and messaging for the next campaign
- No per-seat fees; unlimited team members sharing one credit budget
- Replaces manual work that a Clay agency would bill €5,500+ per month for
| - Purpose-built for allocators and wealth managers unlike generic AI tools
- Processes thousands of documents at scale far beyond generic AI tools
- Eliminates manual data entry with AI-native CRM that builds records from documents
- Customizable to organization's workflows, templates, and investment processes
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 19 ● no change since last check | 9 ● no change since last check |
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| Trust Flow (Majestic) | 4 | 8 |
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| Citation Flow (Majestic) | 22 | 29 |
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| Referring domains (Majestic) | 40 | 78 |
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AgentLed
Finpilot