You’ve built the relationships. SocialOS brings your conversations and research together, helping you take the next mandate from the right introduction to closing.
Calls, contacts, emails and the details in between.
SocialOS brings them into one organised network.
An illustrative working day becomes an organised network: calls, contacts, notes, Gmail, Outlook, WhatsApp, messages, calendar events and documents become searchable context on each person. Maya Chen’s record brings her company, sector, relationship and offer of an introduction together, with the original conversation attached.
Illustrative contacts and conversations.
From the first conversation to the final signature.
A workspace for the way advisers actually work.
“Maya now covers industrial software at Alder Partners.”
Personal note · 3 SepA person’s story, with the original sources attached.
Insight PartnersSoftware investing
HgSoftware and services
AccelEarly to later-stage technology
AENUEnergy and industrial transformation
BaldertonEuropean-founded technology companiesBring published investment focus and team profiles alongside the context in your own network.
Nic HumphriesSenior Partner & Co-Head of Saturn
Laura GrattanPartner · Genesis fundInvestment focus, relationship context and the route in.
Hi Maya,
Following our conversation, would you be comfortable introducing me to Oliver at Stonebridge Growth?
Daniel is preparing an $18m minority growth raise for Northline Software. The business serves industrial software customers across the UK and Europe.
I’d like to understand whether it is worth a conversation, before sharing any materials.
Thanks,
Alex
Maya offered a route to Oliver in your 3 September conversation.
Personal note · 3 SepYour judgement, with the preparation already in place.
Make the open work clear before anything moves forward.
One place for diligence, documentation and the closing checklist.
Maya now covers industrial software. You offered to introduce her to Daniel.
Personal note · 3 SepAsk about the companies she is advising before discussing a particular opportunity.
A useful brief for the next conversation, every day.
The conversation in WhatsApp. The notes after a call. The documents in Drive. A useful piece of the picture, wherever it lives.
Relationships are personal. Mandates are sensitive. You should always know what is being used, where it came from and what is being shared.
Privacy and controlBring the relevant sources into a person or mandate. Keep the private conversation in its proper place.
Check the conversation, note and date behind a detail. Know what supports a recommendation.
Review an introduction before it is shared. Decide who sees what, and when the conversation moves forward.
See how your next mandate could move through SocialOS.
Explore the workspaceIllustrative product views. Try the working sample with fictional data.
