Deal Memory
Give every agent experience from every deal.
Deal Memory turns your history of calls, emails, CRM activity, documents, and outcomes into structured, searchable experience.
Current opportunity
MedCore Systems
Open · $248k · Discovery
Match configuration
6 comparable deals
Northstar Health
Discovery call · 12:43
Mapped migration plan before security review
Crescent Medical
Buyer email · Aug 14
Integration concern arrived too late
Alder Health Group
Demo notes · 08:12
IT champion wanted a phased rollout
Harbor Clinic Network
Close-lost notes
Acme won on incumbent familiarity
Vertex Care
Call transcript · 21:05
Connected QuickBooks concern to ROI case
Summit Health
CRM activity
Security review had no executive owner
Hindsight finds selling situations that are comparable — not just keywords that happen to match.
Decide what “comparable” means for each agent, Play, or workflow.
Four ways to retrieve Deal Memory.
Comparable matching
Deals most similar to the opportunity I’m working
Semantic deal search
“Enterprise deals that stalled over security but eventually closed”
Filtered deal search
Acme + Healthcare + Product X + Closed Won
Deep evidence search
Find the calls, emails and notes where migration risk was discussed
Answers with a trail back to the source.
Search conclusions when you need an answer. Open the underlying evidence when you need to verify it.
Finding
Migration risk needs an owned rollout plan before security review.
“If the QuickBooks migration has a clear owner and timeline, I can bring security in next week.”
Discovery call · Northstar Health · 12:43
The same experience, wherever work happens.
Deal Memory is reusable infrastructure, not a feature locked inside one interface. Give people answers in context and give agents grounded experience to act on.
Useful because it stays reliable.
Evidence changes are incorporated as the deal evolves.
Deduplication keeps one trustworthy view across systems.
Every finding shows its sources and confidence.
User-scoped permissions, RBAC, audit logs, and configurable retention.