Dossier turns your investor calls, mentor sessions, and customer conversations into a personal relationship memory — so you never start a meeting from scratch again.
Start 14-day trialBefore every investor pitch, mentor coffee, or customer demo, you do the same dance: Google the person, skim their last two posts, ask around for gossip, and hope you can fake enough context in the first five minutes.
You think you need a better pitch. The real problem is you don't know who you're talking to.
“I couldn't get a read on them.”
“I prepped for three hours and still missed the angle.”
“Why didn't I know they cared about that before I walked in?”
Every useful thing you learn about a person lives in your head — until it doesn't. You forget it, your co-founder never heard it, and next time you're back at square one while the people who mattered to your round slip through.
Imagine knowing: this investor thinks in stories, not spreadsheets. This mentor opens up when you lead coach-to-coach, not founder-to-funder. This customer cares about risk reduction before price.
And imagine every conversation you have making the next one sharper — because the signal stays, compounds, and gets handed to the rest of your team.
That's what relationship intelligence actually looks like.
No migration project. No committee. No setup that takes a weekend.
Add the investors, mentors, and customers you're tracking. Pick one person you're meeting this week.
Paste notes, upload files, link a podcast or YouTube session, and let AI turn scattered context into a clear profile.
Open the dossier before your call and see how they think, what they care about, and how to approach them.
Here's what you see before your next investor meeting.
Illustrative example with fictional details, not a verified profile or customer result.
Approach strategy: Lead with the customer narrative, not ARR. Ask about portfolio support first; he opens up when he feels useful, not sold to.
That's the moment you think, “Oh — now I know how to talk to them.”
Start 14-day trialCompare the two futures side by side.
Founder: 14 days free, then $99/month to continue. Founder Pro: $249/month.
Start building a relationship memory that works for your round, your team, and your next meeting.
Start 14-day trialStart a 14-day Founder trial. $99/month afterward to continue.