Purgatory
Parked deals — drag between Alive and Dead, or return one to the Pipeline.
Unassigned Calls
Recorded calls we couldn't auto-match. Assign each to a lender or sponsor.
Coverage Scorecard
How match-ready the database is. A lender is match-ready when at least one program has capital type, asset class, geography and loan size on file — the fields a deal actually matches on.
Lender Activity
External signals about your lenders — SEC Form D filings, news, hiring, closings. Keep the accretive items to pin them on the lender's profile; hide the noise.
Connected Gmail accounts
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Each team member connects their own Gmail. Emails from lender contacts are automatically scanned every 15 minutes.
One-time historical scan
Scan the last 3 years of your inbox. Extracts preference signals and parameter changes, and captures new companies (lenders & sponsors) and contacts to review. "Re-scan everything" clears the already-scanned history and re-reads from scratch — safe to run (signals are de-duplicated), just slower.
How it works
✓ Scans your inbox every 15 minutes
✓ Extracts preference signals and parameter changes automatically
✓ Captures new lenders & sponsors from active conversations (you approve them)
✓ Reads PDF tear sheets and enriches company profiles from their website
✓ Ignores warm-up / automated mail
✓ Only reads emails — never sends on your behalf
Recent parsed emails
No emails parsed yet.
All signals