Tier1/AI
Enter Portal Book a call

Company

One public issuer · CEO, CFO, or communications lead

$500 / month from

Scales to $2,500/mo · drag the meter below

Estimate your month

$500

Estimated monthly (metered usage)

25,000
Email sends / mo
2,500
Website Visitor Identification / mo

Identification: $250 at $0.10 each · Sends: $250 at $0.01 each (10 per visitor identification)

Lower volume Higher volume

Included in Company

  • Morning briefing, environment watch, and symbol snapshot
  • Investor CRM - unlimited contacts, notes, and segments
  • Consistency Gate on every outbound draft
  • Email open, click, and reply tracking
  • Wingman chat and core agent workflows
  • Approval gate - nothing sends without you
  • Metered: Website Visitor Identification ($0.10 each · visitor → CRM pipeline)
  • Metered: email sends ($0.01 each · 10 per visitor identification in package model)

White-glove onboard (~2 weeks)

01

Connect mail

OAuth Gmail or Microsoft - send from your address, sync inbox context.

02

Load CRM

Upload your investor list; unlimited contacts, no per-seat fee.

03

Wire ticker & peers

Same snapshot as the site lookup - mentions, score, cohort locked.

04

First briefing

Live briefing card - what moved overnight and what needs approval.

05

Approve once

Strategy period gated - execution runs inside your templates.

Book a call on this tier