| What it does | Not given
| AI receptionist and sales agent for gyms, fitness studios, and wellness businesses
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| Stage | Not given
| Not given
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Not given
| Paid
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| Pricing | Not given
| Core: $200/month per location (up to 375 calls/mo, up to 250 texts/mo, up to 2,000 emails/mo). Plus: $400/month per location (up to 1,250 calls/mo, up to 1,500 texts/mo, up to 16,500 emails/mo). Custom: Enterprise pricing for franchise systems and large portfolios. Additional usage: $0.30 per call,
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| 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
| - 24/7 phone availability and lead capture
- Outbound calling, SMS, and email campaigns
- AI-powered appointment scheduling and booking
- Live transfer to staff when needed
- Automated billing and collections follow-up
- Integration with 5,000+ tools including Mindbody and ClubReady
- Multi-language support for chat, email, and text
- CRM for managing contacts and leads
- Website chatbot embedding and customization
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| 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
| - 6-10X average increase in leads for customers
- 50-74% automation rate on phone inquiries
- 100% lead capture across all communication channels
- No setup fees, month-to-month contracts, cancel anytime
- White glove support and dedicated account management
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 9 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 6 |
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| Citation Flow (Majestic) | 29 | 28 |
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| Referring domains (Majestic) | 78 | 335 |
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Finpilot
Replify