A product distribution platform for founders who want consistent momentum
Stage
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Founded
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Based in
US
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Pricing model
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Freemium
Pricing
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Solo plan: $9/month (USD) for 1 active project with full access to all features. Pro plan: $19/month (USD) for up to 3 active projects. Early-bird pricing available with lifetime rate lock. Yearly option available with 2 months free.
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
Product analysis and context recording
Ranked distribution opportunities
AI agent execution with approval workflow
Evidence tracking and handoffs
Distribution recipes
Web, API, and MCP access
Multiple project management
Priority-ranked moves
No feature gates across tiers
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
Prioritizes distribution opportunities so founders focus on high-impact moves instead of generic growth advice
Founders stay in control while AI agents execute distribution work
Every distribution recipe and feature available at all pricing tiers
Finpilot
DistroChef