Use cases
Client onboarding and kickoff
A signed SOW becomes the kickoff pack.
Deck review with the partner
Partner comments on a deck become a fix list.
Client status and dashboard
Weekly client status and dashboard.
Market sizing
A sourced market sizing in your firm’s method.
Financial model check
Client models checked for errors.
Diligence tracker
Every diligence request tracked to done.
Client request inbox
Client emails become tracked requests.
Client relationship pulse
Client relationships that need attention.
Client feedback to tasks
Client feedback becomes tasks.
Account risk watch
Account risks surfaced from Slack.