Cross-sell intelligence for relationship-driven firms
Close deals you never knew you could
Cross-sell, originate, and source new business with warm paths your firm already has — surfaced before your competitors get there. Every week, deals close that your team had every reason to win. Louisa connects the dots in time.
The problem in your firm right now
Every week, a deal closes that your firm had every reason to win
"The most frustrating version of a missed deal isn't when you have no path in. It's when you had one all along and didn't know it."
01 — The unknown expertise
Two desks away. Nobody knew to ask.
02 — The hidden relationship
It's impossible to track who-knows-who and asking around does not scale.
03 — The late signal
The signal was there. The warm path was there. Nobody connected the dots in time.
04 — The siloed teams
M&A knew. Leveraged Finance had the relationship. The distressed team pitched alone.
Built on your firm's network
Right Opportunity + Right Relationship = Real Pipeline
Louisa surfaces the cross-sell and origination opportunities your team should be on this week — each tied to the colleague who can open the door warm.
Signal detected
A new $10B semiconductor plant announced in Taipei
Warm path
A senior coverage banker in Hong Kong has a strong recent relationship with the target's leadership. A project finance MD in New York has the product fit. The two have never met.
Opportunity
A cross-divisional pitch combining project finance and capital markets — submitted before any competitor has seen the signal.
Year 1 ARR
$4–7M
Built for the firms whose moat is who they know
Built At Goldman, spun out in 2023
Funded By Oxford University
Accelerated By Barclays RISE
Funded by Oxford University
Selected from thousands of applications to the 2024 Barclays Rise Growth Academy
Part of Goldman Sachs Accelerate’s inaugural 2019 class, with talent recruited from Goldman Sachs
One platform. Three layers.
Clean the data. Find the deal. Compound the network.
Your CRM is empty because your partners don't update it.
Louisa keeps it clean and current — automatically, in the background.
Find the deal. Find the colleague. Send the email.
A daily brief of cross-sell and origination opportunities your team would otherwise miss — each tied to the colleague at your firm who already has the warm path in.
Networks that grow without forms.
Extend the firm. Alumni and partner networks, mapped automatically.
2 warm hops · 1 strong path
A consultative partnership
Built around your stack
Implementation dictates success.
Louisa's team maps how your firm captures relationships, then deploys a solution that fits the way your people actually work.
- Dedicated implementation team
- Custom data mapping & CRM architecture
- Automated capture, cleaning, enrichment
- Ongoing refinement, not a one-time setup
- Trust report, SOC 2 Type II, NDA-backed governance pack — ready for your AI committee in week one
- Read-only integrations. Metadata only. Your data stays yours, end to end.
Plugs into your existing stack
Enterprise Grade Security
Secure. Private. Compliant.
Built for the world’s most regulated industries.
