The AI for Closing Capital.

Accredi is an AI-native CRM for capital markets: it helps companies and intermediaries identify qualified investors with speed, precision, and institutional-grade workflows. Workspace Assistance, deal management, lead discovery, and email creation and performance — connected in one place.

+1
Millions
Ask Accredi — Rank LPs who match this mandate and draft follow-ups

Accredi

Workspace assistant

Now

Synced your pipeline, inbox, and meeting notes. Here's who to prioritize this week and what to say.

  • Matched investors to deal criteria & stage
  • Summarized threads & tracked email performance
  • Drafted next steps for warm opportunities

Records

  • Investors
  • Deals

Recent

  • Target list export
  • Intro thread
  • Partner meeting

Investor fit

Mandate match is strong; last touch was a qualified intro. Champion asked for data room access — momentum building toward IC.

Next best actions

  • Send one-pager aligned to their sector thesis.
  • Schedule technical session; loop in product lead.

How It Works

From criteria to curated leads in minutes.

Step 01

Input deal criteria

Deal Size, Sector, Structure

Define your raise parameters — target check size, sector focus, and preferred deal structure. Accredi aligns every search and recommendation to your live mandate.

Step 02

Upload materials

Decks, Memos, Supporting Docs

Optionally attach your pitch deck, investment memo, or data room. Accredi parses them to sharpen investor matching and pre-populate outreach context.

Step 03

Search

Curated, actionable leads

Get a ranked list of investors filtered by mandate fit, stage, activity signals, and relationship proximity — ready for outreach in one click.

Investor Intelligence

Every investor, fully in context.

Accredi surfaces verified investor profiles enriched with mandate data, contact details, and a complete history of their capital deployment — so you walk into every conversation knowing exactly who you're speaking to.

  • Verified contact records synced from your email and CRM
  • Investment portfolio history with sector and stage signals
  • Mandate fit scoring relative to your deal criteria
Investor ProfileVerified

Alexandra Reed

Managing Director, Northgate Capital

AR

Email

alexandra.reed@northgatecapital.com

Phone

(212) 555-0184

Investment Portfolio

  • Solara BioJanuary 12, 2024
  • North Peak EnergySeptember 3, 2023
  • Meridian Health SystemsJune 21, 2023
  • Atlas Industrial TechFebruary 8, 2023

Features

What you can do with Accredi

Meridian <> Northline: diligence session

Workspace · Meeting

Share meeting
OverviewTranscript

Tasks from this meeting

  • Send updated data room index + watermarkingExpansion '26
  • Confirm IC timeline with coverage partnerProcess
30:21
Ask AccrediSend

Pipeline

Coverage snapshot

Metric
Now
Δ
Notes
Active opps
42
+6
Synced
Won (QTD)
8
+2
Synced
Close rate
31%
+4%
Synced
Avg cycle
54d
-3d
Synced
Ask AccrediWhich accounts stalled after second meeting?⋯
Outreach workspace
You

Write intro emails to every LP in the "warm intro" segment — keep tone institutional.

  • ↳ Retrieved 34 contacts across 21 accounts
  • ↳ Matched mandate + stage before drafting
  • ↳ 7 drafts ready — review in composer
Draft · HarborReady
Draft · AtlasReady
Draft · NorthlineReady
To: lp@partner.com
Subject: Following up — diligence materials
Thanks again for the conversation — attaching the one-pager and next steps. Happy to align on IC timing.

Email performance

Open rate

62%

Reply rate

19%

Bounce rate

0.8%

Attachment

Opened

Attachment tracking: opened once · 2h after send

Customer signal

What investors asked for

ThemeMentionsAccounts
Data room API127
Security posture95
Pricing / fee64

Bulk pipeline update

Preview before apply

stage = diligence → 14 rows
owner = coverage A → 6 rows

Undo window · 30 min

Find leads

Quiet deals with positive signal

Show me accounts that went quiet after a second meeting but still opened the last deck.
Found 5 accounts. I can draft revival emails per thread — referencing the last attachment open and open rate.
Draft allExport list

Fill missing CRM fields

From natural language

Enrich every account in "Series B" with check size + coverage partner from email.
Mandate fitFilled
Check sizeFilled
Coverage partnerFilled

The Structural Shift

A Structural Shift in Capital Formation

Private wealth is rapidly reallocating into alternative investments. Yet sourcing the right investors remains manual, fragmented, and relationship-driven.

Accredi introduces a new model. AI-driven investor targeting built for speed, precision, and scale.

  • Built for institutional workflows
  • Structured investor data pipelines
  • AI-driven matching and ranking models
  • Export-ready outputs for outreach workflows
  • Designed for compliance-conscious environments

Built for the capital stack

The right plan for how you raise.

Broker-Dealers

Enterprise

  • Multi-user access across teams
  • High-volume investor search capacity
  • Advanced filtering & segmentation
  • CRM + workflow integrations
  • Priority data enrichment
  • Dedicated onboarding & support

Companies

Business

  • Single-user access
  • Standard investor search capacity
  • Core filtering tools
  • Exportable investor lists
  • Self-serve onboarding

Start closing capital faster — request early access today.