Everything, in full.
113 capabilities, all built and running today. Ten tiles rather than ten pages — and the three things we do not claim as finished are at the bottom, not left for you to find.
← Back to the overviewSystem of record
12- Schema as data
- 19 field types
- Formula, rollup, derived
- Member relations
- Cascading pick-lists
- Conditional visibility
- Validation rules
- Field defaults
- Field-level access
- Security groups
- Recoverable bin
- Field-level history
Views & dashboards
12- Table
- Board
- Cards
- Calendar
- Map
- Pipeline
- Server-side filtering
- Relational predicates
- Saved views
- Dashboards from views
- KPI strips & charts
- CSV, XLSX, JSON
Records
12- Profile tabs
- Relation tables
- Relationship map
- Comments
- Tasks
- Activities
- Private notes
- Data room
- Record pictures
- Embedded previews
- Notifications
- Live updates
Financials
10- Metrics
- Budget & forecast
- Consolidation
- Formula metrics
- Credit facilities
- Covenant tests
- Multi-currency FX
- Excel round-trip
- PDF import
- Metric widgets
Analytics
9Every number has a past, because the metric was snapshotted before anyone needed the question answered.
- Metric registry
- Snapshots
- Trend
- Breakdown
- Funnel
- Cohort
- Targets & alerts
- Saved analyses
- Ask in plain language
AI
12An answer is worth exactly what the record underneath it is worth.
- Composed answers
- Proposals, not writes
- Line-by-line review
- Object generation
- Dashboard generation
- Workflow generation
- Template drafting
- PDF extraction
- Record summaries
- Cited research
- Run history
- Your provider, your key
Workflows & forms
10- Checkpointed runs
- 13 node types
- Approval gates
- Maker-checker
- DST-correct schedules
- Versioning & rollback
- Custom forms
- Cascading rules
- Autosaved drafts
- AI-drafted workflows
Reporting
12- Rich-text builder
- Live data binding
- Brand kit
- Server-rendered PDFs
- Bulk render
- Tracked render jobs
- Print route
- Filed to data room
- Workflow-triggered
- AI-drafted templates
- Scoped templates
- E-signature
Compliance & privacy
12- Your own domains
- KYC dossiers
- Expiry tracking
- Obligations calendar
- Attestations
- Mandate limits
- Counterparty portal
- Approvals queue
- Subject access
- Erasure & legal hold
- Retention schedules
- Full audit trail
Data & platform
12- REST
- CSV
- XML
- Rendered pages
- Field inference
- Review queue
- Scheduled syncs
- Gmail & Outlook
- Unified search
- Six languages
- SSO & passkeys
- Per-tenant database
Three things worth saying out loud.
There is no logo wall on this site and no invented benchmark. The other half of that is naming the edges of the list above.
- E-signature
- Built and tested end to end against mocked DocuSign and Adobe Sign — but never against a live paid account. Ready to configure, not proven in production.
- Semantic search & research
- Text search over records, files and email needs nothing extra. Semantic search wants a search host, and research wants a web-search key — your choice of provider, both optional.
- Views in Settings
- The view builder is complete; the matching section of Settings is still a placeholder — one screen short of where an administrator looks first.
Deal teamPartners & associates
A stage-gated pipeline with IC approvals, and deal records that hold their own documents and threads.
Investor relationsLP & fundraising
Commitments and capital accounts per investor, and LP packs rendered on brand in bulk.
FinanceCFO & COO
Consolidated metrics up the ownership path, Actual against Budget and Forecast, on daily FX.
ComplianceCCO & counsel
Your own domains, deadlines that warn you early, and an audit trail you would hand a regulator.
Pick the three that matter.
Half an hour, your own fund, your own deal, your own reporting pack. The question worth answering is whether the model fits your firm.