AI system that books qualified sales calls across 8 social channels
Stage
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Founded
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Based in
US
NL
Pricing model
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Paid
Pricing
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AI Starter: $2,697/month (1 unified sender with 8 slots, no ready-made profiles, about 12 to 20 qualified meetings/month). AI Accelerator: $5,897/month (3 unified senders with 24 slots and 24 ready-made profiles, about 36 to 60 qualified meetings/month). AI Scaler: $11,797/month (6 unified senders w
Key features
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
Collects leads from 8 social channels: LinkedIn, Instagram, Facebook, X, TikTok, Reddit, Threads and Discord
Researches each prospect's profile, posts and company website
Sends personalized first messages across all channels in one campaign
Runs conversations, handles objections and follows up automatically
Books qualified calls directly to your calendar
Creates and publishes AI-written thought leadership content
Native booking pages with qualifying forms and calendar integration
What makes it different
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
Autonomous AI team that runs your entire acquisition without human involvement
Self-improving system that compounds results month after month
Covers all 8 social channels in one unified system
Direct access to named founders with no account manager queue
Finpilot
Bazooka