Copy and send to Amy
What you get back
- A new deal record with founders, round, stage, and sector filled in
- Company enriched with funding and headcount data
- Your notes, next steps, and a follow-up reminder logged
Delegate
Log a deal in the CRM
Turn your pitch meeting notes into a clean, enriched CRM record for the deal.
After a pitch meeting the deal needs to land in the CRM with the company, the founders, and your notes all captured — work that usually slips. Amy creates the record from your notes and enriches it, so your pipeline stays current without the data entry.