Organize & optimize your dealflow

Don’t miss out on big wins any more

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From initial investment analysis to term sheets, you’ll optimize every step in your process

Dial in your custom process, sync every note, organize every follow up task, and remember every critical detail from each conversation like they happened yesterday.

Before

Gameplan before convos

Augment your prep before a conversation by selecting from call-flow templates.
Select custom template questions that will help guide the conversation.
Share with other collaborators who will be on the call to prep them as well.
Populate bios and company info.

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During

Be more present in convos

Stop talking/listening and typing at the same time
Instead, mark a moment in a conversation to make an augmented note or task
With shortcuts, create better notes and tasks with searchable context to remember everything
Manage the conversation and follow-up with less brain power yet more efficiency

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After

Execute after convos

Remember everything
With snapshot markers (notes & tasks), you can quickly return to the convo to review the exact snippet of the conversation where you dropped the pin for context when you need it
IntelliSearch anything; Pickle is your search engine for your conversations.
Share with other key collaborators who have assigned tasks or couldn’t be on the call.

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We’re going places... let’s go together

“ [Pickle] is the next sorely-needed step in live-transcription tools. ”

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Think your team could benefit from performance enhancing organization?

Let’s talk.

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