Every outside system,
on one page.

Pull a spreadsheet into the platform and keep it in sync.

Import Notion pages and databases, and keep them current.

Sync Contacts and Opportunities into your CRM and deal pipeline, and keep them current.

Bring files from a Dropbox folder into Documents, and keep them in sync.

Bring files from your own SFTP server into Documents, and keep them in sync.

Forward pitch decks and founder reports to your fund's Autopilot addresses; they arrive as drafts for review. BCC your personal log address on any email to a founder or co-investor and it is filed on the deal, so you never lose a thread.

Reads PDF decks, reports and side letters attached to Autopilot email or uploaded in-app.

Schedule meetings against your own calendar, and auto-capture email activity with known contacts.

Auto-capture email and meeting activity with known contacts from Outlook and Outlook Calendar.

Send your fund's email from your own address instead of the platform's.

Post deal and investment-committee activity into a channel, and — with a bot token — let your team ask the assistant questions from Slack.

Let your team ask the assistant questions from a Discord server channel.

Let your team ask the assistant questions from a Teams channel.

Give the assistant tools from your own systems.

Give the assistant tools to search and read your GitHub repos.

Give the assistant tools to search and read files in Google Drive.

Give the assistant tools to search and read Slack messages.

Bring companies, contacts, and deals across from your existing CRM.

Let outside MCP clients such as Claude Desktop or Cursor read this workspace's deals and portfolio, read-only.

Use the fund's own Anthropic or OpenAI key instead of the platform's, for every member.

Use your own Anthropic or OpenAI key for your own requests.

The platform's own model keys, used when a workspace has not brought its own.

Let your team sign in with your identity provider (SAML or OIDC). Available on every plan.

Automatic user and group provisioning from your identity provider, with IdP groups mapped to workspace roles.

Link your Google account so you can sign in with it.

Link your GitHub account so you can sign in with it.

Link your LinkedIn account so you can sign in with it.

The platform's default outbound email, and outreach SMS and WhatsApp.

Sends WhatsApp messages via the Meta Cloud API.

Texts a one-time code to confirm the mobile number on a self-serve signup.

Enriches founder and contact records.

Powers the daily founder funding and credits research agent with live web search.

Optional extras for company monitoring. Sentinel already runs on SEC filings and GDELT with nothing set here; optional full-text news search can be added on top. Two further news feeds are restricted by their own terms to personal, non-commercial use, so they stay off unless the deployment enables them — enable them only if that applies to yours.

Public SearXNG instances used for the assistant web-search tool. No key required.

Accepts psychometric scoring callbacks for a deal from the configured vendor.

Risk-free par yields by tenor from the US Treasury's daily feed. No key needed.

Daily closing prices for the relative-TSR peer set. Supplied manually today.

Prints decks to PDF in Chromium and lets several people edit one deck at once.

Stores, reads and sorts every uploaded document, and moves whole folders of files in during a migration.

Adds Unsplash photography to the images a pitch deck can pull from.

Adds Pexels photography to the images a pitch deck can pull from.

Reads video metadata (YouTube, Loom) used by the deck media resolver.

Openverse and Wikimedia Commons, used by the deck media resolver. No key required.

Tells search engines which public pages changed after a deploy, through the open IndexNow protocol, so they are re-crawled within minutes. Engines that read the sitemap instead need nothing here.

Processes plan upgrades and subscription billing for the platform.