One platform. Built aroundevery relationship.
Everything your team needs to manage investors, partners, stakeholders, and strategic opportunities, from relationship intelligence and communications to documents, workflows, and AI.
Every relationship. One complete picture.
Every conversation, meeting, note, and milestone is stored in one place, giving your team a complete understanding of every investor, partner, or stakeholder.
Instead of piecing together information from emails and spreadsheets, your team always knows where a relationship stands, what's happened previously, and what comes next.
One record per investor, partner, or stakeholder, shared across the team.
Emails, meetings, documents, and notes in the order they happened.
Surfaces what has gone quiet and what is due next, without a manual review.
Roles, history, and preferences held against the organisation behind them.
Better opportunities start with better intelligence.
Access millions of investors, companies, and individuals, enriched with structured intelligence to help your team identify, research, and prioritise the right opportunities faster.
Whether you're fundraising, building partnerships, or expanding your network,
everything you need to know is available in one place.
Millions of investors, companies, and individuals, continuously refreshed.
Mandate, portfolio, and deal history assembled per target, fully sourced.
Partner-level background and decision history behind each organisation.
Any cut of the data you need, generated on request rather than pre-built.
Keep every conversation moving.
Deliver personalised communications at scale while maintaining complete visibility across every interaction, response, and follow-up.
Sequenced sends across email and connected channels, health monitored.
Messages written from the thread, documents, and engagement behind them.
Segmented investor and shareholder communications from live figures.
Every thread filed against the relationship it belongs to.
Documents with context.
Store company documents, manage ownership information, control investor access, and understand how stakeholders engage with your information, all from one connected workspace.
- ◆Integrated Cap Table Management
- ◆Secure Data Room
- ◆Granular Access Controls
- ◆Document Engagement Insights
Spend less time managing processes.
Repetitive administrative work slows teams down. Outer Insights automates scheduling, approvals, communication, and workflows, so your team can focus on higher-value conversations.
- ◆Automated Subscription Agreements
- ◆Cap Table & Shareholder Management
- ◆Calendar Synchronisation
- ◆Intelligent Workflow Automation
AI that moves work forward.
Built into every part of the platform, ARMS helps your team uncover insights, automate workflows, draft communications, and complete tasks, all within the context of your business.
See every AI capability —Build lists, draft messages, update records, and schedule follow-ups from plain language.
The assistant works inside the module you are already in, with the same context you have.
Every output is validated against your records before it reaches you.