The work behind every mandate.
All in one place.
Your relationships, conversations and active mandates, connected. Know where to begin, who to approach and what needs your attention.
A clear view of the day.
The people, the mandates and the next move.
Maya now covers industrial software. You offered to introduce her to Daniel.
Personal note · 3 SepWhich companies is she advising this quarter?
Your network is more
than a list of names.
It is the conversation after the meeting. A change in focus. An offer to introduce you. Bring those details together, with the source always close.
I know Oliver well. Happy to make the introduction.
The Northline round. Updated presentation attached.
Maya now covers industrial software at Alder.
- Sector focus
- Industrial software
- Relationship
- Met in person
- Owner
- Alex Morgan
Maya offered to introduce you to Oliver at Stonebridge Growth.
Maya’s WhatsApp messageA new mandate.
A considered place to start.
Put the brief against your network. See the people who could fit, the context behind each suggestion and the relationship that can get a conversation started.
Northline Software
$18m minority growth · UK & Europe · Industrial software
Industrial software, with a potential cheque large enough to anchor the round.
Minority growth focus, with room to invest alongside a lead.
Knows Oliver from a previous process and has offered an introduction.
Keep published firm information separate from what someone has told you.
Public profiles are research examples. They are separate from the fictional shortlist and do not imply a relationship or endorsement.
The introduction is
only the beginning.
Keep the brief, the conversation and the documents with the mandate. Make each next step clear, through diligence, decisions and closing.
Hi Maya,
Following our conversation, would you be comfortable introducing me to Oliver at Stonebridge?
Daniel is preparing an $18m minority growth raise for Northline Software. I’d like to understand whether it is worth a conversation before sharing any materials.
Thanks,
Alex
Confirm the recipient, the sharing scope and who owns the next action.
Illustrative draft and document statuses. Explore the working sample to review an introduction and prepare a handover.
Your judgement
stays at the centre.
You know the relationship. You understand the mandate. SocialOS keeps the context close so you can make the call.
Privacy and controlBring relevant sources into a record. Keep private context in its proper place.
See the note or conversation behind a detail. Accept it, edit it or leave it out.
Check the introduction, the recipient and the materials before anything moves forward.
See the work
come together.
One conversation. One mandate. Your next move.
Explore the workspaceWorking sample with fictional data. No account needed.