Claude Intelligence
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Total Contacts
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In Supabase database
Pipeline Deals
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Across all mandates
Warm + Active
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Contacts in outreach
Ambrus Deadline
49d
Hard close: 1 July 2026
High-Fit Contacts
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Across all mandates
Today's Queue — who to email today
▶ Work queue
Ambrus ▾
| Contact | Firm | Score | Last touched |
|---|
Follow-ups
Priority Contacts
View all →| Contact | Location | Fit | Status | Mandate | |
|---|---|---|---|---|---|
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Quick Actions
Add Contact
Log new allocator
Add Firm
Log new firm
Pipeline
Update deal stages
Match
Allocator ↔ Manager
Draft Email
AI-powered outreach
Recent Notes
Contacts by City
Fit Distribution
Mandate Urgency
Ambrus49d
Volatility · $1bn+ · Soft Close
AIR NovaActive
Pre-IPO AI · $100M target
Quantica / Ocean LaneOpen
CTA + PE · No hard deadline
Data Tools
Run once to clean up imported HubSpot dataStandardise Locations
Geneva/GVA/Genève → Geneva etc.
Auto-Assign Mandates
Update contacts with mandate=Multiple
Find & Remove Duplicates
Same email or name+firm
Recompute Fit Scores
Per-mandate scoring across all contacts
Contacts
All Contacts 0
Allocators 0
Managers 0
Network 0
All
Existing
New Recommended
Active
Warm
| Contact | Title | Location | Stage | Category | Type | Ticket | Strategies | Looking For | Holdings | Fit | Mandate | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Find Allocators with Claude
Web-verifies each candidate is still operating, finds current contacts, flags compliance risks · ~$0.30–0.50 per queryDescribe the allocator profile
Firms
| Firm | Domain | HQ | Type | AUM | Regulator | Mandate | Strategies | Contacts | Activity |
|---|---|---|---|---|---|---|---|---|---|
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Deal Pipeline
Fund Fact Sheets — one-pager per mandate · view in-app or print / save as PDF
Manager Overview
Manager Due Diligence
New-Manager Guardrails:
1. Track record ≥3yr (5yr preferred) ·
2. Drawdown÷Volatility ≤2× (≤1× preferred) ·
3. Correlation dynamic, not flat ·
4. Target return high-single→low-double digits (floor ≈Cash+3%≈7%, 9% practical min) ·
5. AUM ≥$50M.
Allocator–Manager Matchmaker
Lists
Activities
Weekly Digest
All Notes
Activity Feed