Automatically map your firm’s network, track activity across contacts and companies, and surface the strongest path to reach founders, investors, advisors, and partners.
less manual CRM upkeep
more opportunities surfaced
faster discovery of warm intro paths
See who knows whom, uncover the strongest warm paths, and understand the full context behind every relationship without manual CRM upkeep. Give your team the visibility to source better opportunities, manage relationships with confidence, and move faster on the deals that matter.
Automatically capture emails, meetings, introductions, notes, and documents into a shared record your team can trust. See how people, companies, and opportunities are connected, always operate with full context and act on the relationships most likely to move the next deal forward.
Enrich contact and company profiles with external data such as firm details, designation, sectors, location, funding information, and publicly available signals. Keep records updated with recent context, so your team can understand who they are engaging with, why the relationship matters, and where the next opportunity may emerge.
See who on your team knows the right person, understand the strength of each connection, and identify the best path to a warm introduction. Use firmwide relationship context to reach founders, investors, advisors, and partners through the connection most likely to open the door.
See who on your team knows the right person, understand the strength of each connection, and identify the best path to a warm introduction. Use firmwide relationship context to reach founders, investors, advisors, and partners through the connection most likely to open the door.
RELATIONSHIP MANAGEMENT
deal-winning insight
Find the best path
to deals
Keep activity
records current
Adapt workflows
to how you operate
Structured data
across the firm
Enrich company records
with external data
See every connection across your firm to understand who knows whom, identify the right paths to deals and act on the relationships most likely to lead to the next opportunity.
Capture emails, meetings and interactions as your team works, keeping relationship history tied to the right people, firms and opportunities. That gives your team a more complete view of who engaged whom, when and in what context.
Adjust workflows that match how your firm operates. Configure stages, approvals, handoffs and required steps to fit different strategies and structures without losing visibility and control.
Every email, WhatsApp conversation, meeting, note, document and follow-up is linked back to the right record, so teams can see the full relationship history without searching across scattered systems.
Automatically enrich contact and company records across relevant fields, helping your team maintain cleaner data, strengthen sourcing workflows and make better decisions.
Taghash MCP gives AI tools secure, governed access to the data already managed in Taghash, so your team can query data in natural language, generate desired outputs, and move work forward with greater continuity and control.
This helps your team surface hidden opportunities, summarize relationship history before meetings, flag relationships that need timely follow-up, draft context-aware outreach, and act on the relationships most likely to move deals forward.
Still have questions? Get connected to our support team.
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