Use cases / Client calls
Never walk into a call cold again
Investors, advisors and deal teams talk to dozens of people a week across several companies. Korium keeps every call, decision, file sent and agreement in one record, so the next brief starts from what the last call decided.
One investor runs three companies and hundreds of relationships. The answer to "did I drop the ball with this person?" lived in his calendar, his inbox, a CRM and his head.
What goes wrong today
Who is this again?
The same person shows up under three spellings in five tools, and nobody remembers what they were raising.
What did I send them?
Which version of the deck went out, and whether the NDA came back signed, is buried in an inbox.
The follow-up never went out
A promise made on Tuesday's call is gone by Friday, and the other side remembers it better than you do.
Three companies, one contact
An opportunity for one of your companies is a conflict for another, and nobody sees both at once.
Before the call
A short brief, ready before you dial
The first thing Korium asks is whether you have spoken with this person before. If not, outside research starts their page. If so, Korium already has every call, decision and open item.
After the call
The debrief, the email and the tasks write themselves
Every input lands on the contact's page. From there the follow-up email is drafted, the debrief written, the deal updated and the action items created, and all of it goes back into Korium.
Ask Korium
One record. Every question about the relationship.
| THE QUESTION YOU ASK | WHAT KORIUM ANSWERS FROM |
|---|---|
| "Did I drop the ball with this person?" | The last call, the last email and what is still open, in one answer with sources. |
| "Was this the one raising money on a SAFE?" | Names from every source linked to one person or company. A wrong link can be corrected. |
| "What did I last send them, and which version?" | File, version, date and who it went to. |
| "Did they sign the NDA? How many days has it been?" | Sent, signed and the dates of each. |
| "Who introduced me to whom, and where?" | Saved as an introduction, with the event or the context. |
| "What is due in three days, a week, a month?" | Read from your task tool and calendar, kept with each deal. |
Example
The question you are afraid to ask
Ask it anyway. Korium checks every call, email and file you sent, and tells you plainly what is still owed, by whom, and since when.
Yes, one thing is late
You owe
The revised term sheet. Promised on the October 14 call, due October 21. Not sent.
Done
Deck, version 3. Sent October 16.
Mutual NDA. Signed by both sides October 2.
Next
Send the term sheet and book the next call. Nothing is on the calendar yet.
Every line links to the call or email it came from.
01 Your tools stay
Keep your inbox, calendar and CRM
Your assistant reads them with its own connectors and saves what matters into Korium.
02 It learns from your edits
Fix the brief once
What you change in a brief is saved with the contact and read the next time.
03 You decide who sees it
Set on each memory
By owner and by team, so each company sees only what it should.