# 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. [Start for free](https://app.kyroco.ai/pricing.md) [See how it works](../korium-how.html) 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. WHAT STARTS IT WHAT COMES OUT Starts on its own A few business days before the call. You choose how many. You ask Type /briefing. It replaces the automatic one. Outside research First call only: website, profile, latest articles, notes from the introduction. asks asks saved writes KORIUM Shared memory for every call The first question it asks: have we spoken with this person before? First call Nothing on file yet. The outside research starts this contact's page. Follow-up call Korium already has the page, so it returns: Calls to date Key decisions Open issues Action items Also looked up every time · Opportunities that fit each of your companies · Earlier commitments, and who made them · Introductions, NDAs and conflicts of interest asked from ChatGPT or Claude Pre-call brief A short executive summary FIRST CALL · The person and the company, in a paragraph · Their business model and likely needs · Five to seven questions to ask · Where you could work together FOLLOW-UP CALL · The relationship so far · What you promised, and what they did · Conflicts with anyone you work with · The goal for this call saved with the contact: your edits to the brief are read next time 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. WHAT GOES IN WHAT COMES OUT Call transcripts From Meet, Zoom or Teams, right after the call Notes added by people Extra context in a doc or a quick message In-person meetings A short update, spoken or typed CRM history Past calls, deals and contacts, if you use one Chat history What you worked out in ChatGPT or Claude Quick call rating Later: how it went, how good a fit KORIUM One page per company and contact Every person and every assistant reads and writes the same place. Always current Call notes and summary, every source linked Calls to date Key decisions Open issues Action items Deals and tasks stay linked Each deal belongs to one contact, and each action item to one deal. Remembers what changed A new decision replaces the old one. The old one stays on record. asked from ChatGPT or Claude drafts writes up updates creates Draft follow-up email Written in your inbox for you to review and send. Post-call debrief · Who was there · Decisions and commitments · Next steps Deal record updated Stage, notes and next step, saved to the one deal this call belongs to. Action items Sent to your task tool with reminders before and after the due date, and the status of every item. saved back after every call: decisions, deal updates, task status 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. Korium:Deals Example, not a real contact Did I drop the ball with Dana at Northwind? Yes, one thing is late From 4 calls, 11 emails and 3 files sent 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. ## Stop being the only one who remembers what was promised. [Start for free](https://app.kyroco.ai/pricing.md) [Back to Korium](../index.html)