Features
Everything the firm needs to remember, in one place
Feature inventory
Firm memory
Every relationship, mandate, note, email, and decision in one searchable record that stays with the firm when people move on.
Relationship intelligence
A relationship graph built from real interactions, with scoring and warm-introduction discovery across the whole team.
Ask the firm
An intelligence centre you can question in plain language across the firm's full history, not just a contact list.
AI-native, open to your AI assistants
Dialllog is built AI-first and speaks the Model Context Protocol (MCP), so assistants like Claude, ChatGPT, Microsoft Copilot, and Cursor can securely work with the firm's memory. Query relationships, deals, and decisions, and run workflows, from the AI tools your team already uses.
Deal and mandate pipeline
Pipelines modelled on sell-side, buy-side, sourcing, and fundraising workflows, not a generic sales funnel.
Email and calendar capture
Interactions are captured automatically and tied to the right relationship, company, and deal.
AI notetaker
Every meeting is captured, transcribed, and summarised, then attached to the right relationship and deal. Nothing to write up.
Email campaigns
Run targeted outreach to buyers, intermediaries, and founders from the firm record, tracked against each relationship.
Automatic follow-up
Dialllog flags what was promised and prompts the next step, so follow-ups and commitments never slip.
Team handover
See which relationships go cold if someone leaves, and hand them over cleanly with full context.
Portfolio and mandate context
Keep portfolio companies, mandates, and their histories connected to the people and decisions behind them.
Security and access controls
OAuth mailbox access, 2FA, encrypted storage, signed webhooks, audit logs, and workflow-level permissions for sensitive relationship and deal context.
Dashboards
Ask for a dashboard, get a dashboard
Tell the Deal assistant what you want to see and it assembles the view from the firm's own data, no analyst and no spreadsheets. A Monday briefing, a buyer overview, a coverage map, a fee tracker, or a one-off cut for a partner meeting, each built from live mandates, relationships, and activity.
- Monday briefing
- Status report
- Buyer overview
- Coverage map
- Fee tracker
- Pipeline funnel
Every figure links back to the mandate, email, or note behind it, and the AI surfaces what you would have missed, like a buyer who passed on a similar asset before.
6
Mandates
3
Surfaced
2 gaps
Coverage
14
Activity
Active mandates
Dialllog surfaced
Buyer history match · Vantage Packaging
Carlyle rejected a similar asset in 2022 on margin. Vantage is now at a 21.4% margin, and today's management presentation addresses the original objection.
AI-native
Built AI-first, open to the AI tools you already use
Dialllog is AI-native: the firm's memory is structured so AI can reason over it, not just store it. It speaks the Model Context Protocol (MCP), the open standard for connecting AI assistants to live data and tools, so assistants like Claude, ChatGPT, Microsoft Copilot, and Cursor can securely read the firm's relationships, deals, and decisions and run Dialllog workflows on your behalf.
That means your team can ask the firm questions and act on the answers from the AI tools they already work in, while access stays governed by Dialllog's workflow-level permissions.
Ask Dialllog
- Which relationships go cold if this person leaves?
- What did we promise this client, and when?
- What is our warmest path to this buyer?
- Why did we pass on this company before?
Frequently asked questions
Does Dialllog capture email and calendar automatically?
Yes. Interactions are captured automatically and tied to the right relationship, company, and deal, so the record builds itself rather than relying on manual logging.
Can Dialllog show what relationships go cold if someone leaves?
Yes. Dialllog surfaces relationships with no other point of contact, so a departing team member's relationships can be handed over cleanly with full context.
Does Dialllog have relationship scoring and warm intros?
Yes. Dialllog builds a relationship graph from real interactions, scores relationship strength, and surfaces warm paths to a target.
How does Dialllog protect sensitive relationship and deal context?
Dialllog uses OAuth mailbox access, 2FA, encrypted storage, signed webhooks, audit logs, and workflow-level permissions to protect sensitive relationship, email, note, and deal context.
Is Dialllog AI-native, and does it connect to AI assistants?
Yes. Dialllog is built AI-first and speaks the Model Context Protocol (MCP), the open standard for connecting AI assistants to live data and tools. Through MCP, assistants like Claude, ChatGPT, Microsoft Copilot, and Cursor can securely read the firm's memory and run Dialllog workflows, so your team can query relationships, deals, and decisions from the AI tools they already use, with access governed by Dialllog's permissions.
Keep reading
See what your firm already knows.
In 20 minutes, we can map where your deal context sits today and show how Dialllog would turn it into firm memory.