01
Sales Intelligence
Turn sales calls into coaching, compliance, and pipeline intelligence.
Connect call recordings, CRM activity, lead scores, and rep notes so managers can see discovery quality, objections, next steps, SOP adherence, and follow-up gaps before the next conversation.
Read.ai and outbound call transcript analysis
Discovery, objection, and next-step scoring
GHL lead activity and pipeline context
SOP match, coaching notes, and compliance flags
Open Sales Intelligence
02
Meridian
Bring a source-backed AI operator into every meeting.
Upload memos, transcripts, or approved documents, ask questions live, and get answers that cite the source material before turning the response into minutes, follow-up actions, or reusable company knowledge.
Approved documents, memos, transcripts, and source packs
Live meeting Q&A with source-backed answers
Meeting capture, summaries, owners, and action items
Internal knowledge base for decisions and reusable insights
Open Meridian
03
Investor Room
Show polished deal rooms and capture investor intent.
Give investors a clean room experience while your team controls approved materials, tracks document engagement, compares project interest, and routes high-intent activity back to the right follow-up motion.
Branded rooms for active raises and project materials
Investor-safe document libraries and approval control
Section views, document intent, and project-level signal
Sales/admin review paths for internal follow-up
Open Investor Room
04
Capital Raising
Qualify and prioritize investor prospects before outreach starts.
Define the investor profile, research firms and decision makers, score fit, draft relevant outreach, and keep the team focused on prospects that match the raise, geography, check size, and relationship path.
ICP design for allocators, developers, funds, and family offices
Firm, person, geography, and mandate qualification
Fit scoring, prioritization, and outreach angle drafting
Reply tracking, meeting signals, and pipeline handoff
Open Capital Raising
05
Closing Desk
Move soft commitments through documents, wires, and funds received.
Track the money that is no longer just a lead: open commitments, document readiness, compliance status, wire instructions, blocker owners, expected close dates, and weekly close reporting in one capital team dashboard.
Soft commitment, docs-ready, wire-ready, and funds-received views
Investor checklist for accreditation, KYC, subscription, and risk acknowledgments
Blocker board with owner, value, next action, and close-date urgency
Weekly close report for stuck capital and ready-to-wire follow-up
Open Closing Desk
