Your firm's memory. Nothing gets lost.
A second brain for finance, PE, and digital asset teams. Your people and agents read the same notes.
Free 15-minute call. No prep needed. You leave with a next step and a price.
What did we propose to the Alvarez family office, and what did they push back on?
Answered with 3 sources- Answer
- $16,900 a year in March for two accounts. They pushed back on the onboarding fee and asked for a 60-day start.
- Sources
- Call notes, Mar 12 · Proposal v2 · Email thread, Mar 15
- Next step
- Follow-up drafted for Dana, waiting for her yes
We build the structure around how your business already works.
The answer is in someone's head.
Quotes, decisions, and follow-ups live in an inbox, an unwritten call, and one person's memory.
Hours a week
Ten minutes to find a past quote, several times a day, for everyone on the team.
Deals that slip
A call that is not written up is a follow-up that depends on memory.
Agents with nothing to read
An agent is only as good as the record it reads.
One workspace. Your team and your agents read the same thing.
We connect your calls, email, CRM, files, and accounting into one shared workspace.
How it works
- 01
Capture
Calls, emails, and documents land on the client's page, with next steps pulled out.
- 02
Ask
Anyone on the team asks a plain question and gets an answer with sources.
- 03
Act
Agents read it before they act and write back what they did.
The second brain behind it.
One shared workspace. Agents read it before they act and write back what they did.
Calls and meetings
Email
Customer list (CRM)
Website (CMS)
Accounting
Team chat
Customers
Deals and quotes
Meetings
How-to guides
Decisions
Projects
Sales follow-up
Support
Finance
Ask your business anything.
What did we propose to the Alvarez family office last time, and what did they push back on?
AnswerYou proposed $16,900 a year in March for two accounts. They pushed back on the onboarding fee and asked for a 60-day start. Dana offered to waive half the fee; they paused for budget.
- [1] Call notes · Mar 12
- [2] Proposal v2
- [3] Email thread · Mar 15
Without one
Answers live in someone's head, an inbox, and three tools
New hires ask the same questions every week
Follow-ups depend on someone remembering
With a second brain
One place your team and your agents both read
Answers in seconds, with the sources attached
Every call turns into next steps on its own
From a call to a closed deal, without the busywork.
- 01
Call ends
Notes and decisions saved to the customer's page
- 02
Customer list updated
Deal stage, amount, and next step filled in
- 03
Follow-up drafted
In your voice, waiting for your approval
- 04
Task assigned
An owner and a due date, set automatically
- 05
Deal moves forward
Nothing slips between the call and the close
What you get.
- 01
One workspace: clients, deals and quotes, meetings, guides, decisions, projects
- 02
Your calls, email, CRM, files, and accounting feeding it on their own
- 03
Answers with sources, for your team and for your agents
- 04
Every call turned into next steps with an owner and a date
Every action logged. A person approves what matters.
Workflows run inside the limits you set. Anything over them waits for a named person, and every step is written to an audit trail your compliance team can read.
- ApprovalsA person approves anything costly, irreversible, or client-facing
- Audit trailEvery action on record, with its inputs and who approved it
- Least accessScoped data access: only the records the job needs
Built for compliance review.
Operating log · shared workspace
A wealth management firm, Wednesday
- 01Call notes saved: Alvarez family officeDecisions and 3 next steps on the client pageDone
- 02CRM updatedDeal stage, amount, and next stepDone
- 03Question answered with 3 sourcesAsked by Dana · 4 secondsDone
- 04Quarterly review prepFrom the last two calls and the proposalReady for review
- 05Follow-up with a revised feeClient-facing · waits for your yesHeld for you
3 done · 2 waiting for a person
Talk it through in fifteen minutes.
Free 15-minute call. No prep needed. You leave with a next step and a price.
Start small. Prove it. Then grow.
Every step has a published price, set before work starts. The first call is free.
- 01 · Find it
AI Assessment
$1,500One weekOne week on one workflow or agent: what to build, and what it is worth.
- Workflow or agent: which one fits
- What it's worth, in dollars
- A ranked plan, and a fixed scope or a clear no
- Most teams start here02 · Build it
AI Build Sprint
$5,000Two weeks · flatOne workflow or agent live in two weeks, with approvals and monitoring. One flat price.
- A workflow or agent live, on your tools
- Approvals and monitoring built in
- 30 days of fixes after go-live
- 03 · Run it
AI Operations
$999Per monthWe run your workflows and agents: monitoring, fixes, upgrades, and a monthly report.
- Up to 3 workflows or agents, 8 hours a month
- Monitoring and a monthly report
- A 30-minute monthly review
- 04 · Scale it
Custom
QuotedAfter a callSeveral workflows and agents, an AI organization, or data, design, and brand together.
- Priced before work starts.
- One team across the program
Credited in full toward a Build Sprint that starts within 30 days.
Before you book a call.
01What does it cost?
A $1,500 Assessment (one week, credited toward the build), a $5,000 Build Sprint (the workspace live in two weeks), and AI Operations at $999 a month.
02How long until we can use it?
About three weeks from the first call. The first version holds your clients, calls, and decisions. More sources are added as you go.
03Who can see what?
Each person and each agent reads only the records they are allowed to, and every write-back is logged. We claim no certification we do not hold.
04What happens on the call?
Fifteen minutes. You tell us the questions your team answers from memory today, and we say what the first version holds and what it costs.
Give your team and your agents one place to read from.
Bring the questions your team answers from memory today.
- Free first call
- Built on the tools you already use
- Answers with sources attached
Ground track · wherever our clients operate