Investor Database
Who's in the book, what they hold, and what they're interested in — connected to the desk.
Coming next
This extends the CRM into a desk-facing investor book: funds and individuals, their mandates and holdings, past participation in raises, and which names they're warm on — so the Assistant can answer "who do we call for this placement?"
If you have an existing investor list (CSV/Excel), send it and I'll model the schema around it.