Each function feeds
the next.
Outer Insights is not one tool used in many ways. It is a connected platform where each function feeds the next, so the work you do in one place shows up as context in another. Here is what teams use it for.
Your cap table, kept in step with the raise.
Ownership sits next to the relationships that created it. Shareholders, subscription agreements, and digital signing are handled in one place, and each signature updates the table itself. Investors see only what you grant them, and no one has to ask which version is current.
Find the investors most likely to say yes.
Start from mandate, stage, sector, and how closely a target already sits to your network. Every result carries a sourced intelligence report and a fit score, and the ones worth pursuing move straight into a sequence without being retyped anywhere.
Keep every stakeholder informed, without the scramble.
Updates are built from live figures rather than assembled by hand, sent to the list you choose, and measured afterwards. Who opened, who read it through, and who never did all land back on the relationship record.
Q2 2026 Shareholder Update
No manual re-keying
Every touchpoint on a single record.
Emails, meetings, documents, notes, and follow-ups sit on one timeline instead of five tools. Tracking runs on top of it, so a relationship that has gone quiet surfaces on its own rather than waiting to be noticed.
No reply for 6 days after opening Deck v3. Follow-up drafted and waiting for review.
Q2 update never opened. Reminder queued for Thursday morning.
Warm path available through a shared portfolio company, unused so far.
Governance question received today. Thursday briefing prepared from the call transcript.
Introduction accepted. First meeting set for 17 Jul with a brief attached.
Diligence questions received. Two documents granted, one still restricted.
Transcribed, summarised, and attached to Meridian Capital with 3 action items.
Signed copy filed to the data room and logged against the relationship.
48 recipients, 31 read it through, 9 replied. Engagement written back to each record.
Share what matters. Hold back what does not.
A secure room with permissions set per investor and per document, and engagement recorded as they read. You can see which documents each investor has opened and which version they are working from, which is usually the question that matters.
Whichever way your team works, it is the same record underneath.
See it running against a raise of your own, with your relationships, documents, and figures in place.