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.
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.