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Collaborative Intelligence

Harness the power of your organization’s knowledge

Connect, collect, and preserve conversations and relationship data across your organization, so you can make smart decisions and gain a competitive edge


Surface related information creates a knowledge network of every interaction associated with hash tagged topics, accounts, and contacts. See who has discussed the subject or reached out most recently, what was said, and the latest news from online sources.

Surface related information
View all the conversations

View all the conversations expands the scope of intelligence gathering, safely integrating internal messaging with information available from email, cloud file storage, professional networks, industry newsfeeds and, when available, CRM applications onto one interface.


Discover connections you didn’t know you had’s collaboration intelligent algorithms put an entire information ecosystem right at your fingertips, so you connect with the right opportunity at the right time with the right approach.

Discover connections you didn’t know you had
Protect and preserve present, past, and future knowledge

Protect and preserve present, past, and future knowledge sets you up to better manage and capitalize on the knowledge gained from each conversation held, article read, or process developed across the life of your interactions from the individual to the team level, regardless of turnover.

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Puts the power of AI to work on your information, by unlocking the insights and connections buried and hidden to deliver real insights to uncover opportunities, and accelerate decision making.

“ allows us to better leverage our firm’s knowledge to accelerate capital generation. It’s the tool we’ve been missing to link yesterday’s fact-finding and today’s opportunities.”
David Rowe
AE Industrial Partners
“ enables your team to double your business without having to appreciably increase your headcount.”
Jon Nemo
AE Industrial Partners