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Individual workflow today · Team pilot contingent

Diligence memory across your deal flow.

Start free to test the current source-to-cited-answer loop. Team delivery begins only after the Trust Gate and pilot package are approved.
Founder callRecording · 41 minPitch deckPDF · 18 slidesDiligence memoNotes · PartnerDeal memoryone boundary per companyPARTNER ASKS
What did the founder say about churn in March?
“…churn dropped to 2.1% after the pricing change…”
1Founder call · 12 Mar
Open the passage; verify, don’t just trust.
One boundary per deal

Add the call notes once. Months later, ask what the founder said and cite the line in the partner meeting.

One boundary per dealOne folder per company holds the calls and the decks. Imports from Google Drive, Gmail, and Zoho (beta) carry a badge that names where each item came from.
Ask inside the boundaryScoped chat answers only from that deal's material and cite the passage used.
Citations at the partner meetingOpen the line behind the claim before the partner meeting.
Scoped ask

“What did the founder say about churn in March?”

The answer cites the call note; open the exact line before the partner meeting.

Scoped ask: “What did the founder say about churn in March?”; product screenshotCitation opens the call note

Give your fund a memory it can cite.

One boundary per deal; every later question stays scoped to that company and opens the source behind the answer.Also useful: meeting library · vs NotebookLM