Every meeting on record, month by month. Pick a day to see it in full — attendees, minutes, and what each side committed to.
Month
Show
Meetings
Tasks due
Select a day
Tool
Cap Raise
Seeker's own raise. Shared documents anyone here can add to, and a target-investor list linked to your contacts — click any investor to open their record.
Cap raise
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Documents
Anyone at Seeker can add — deck, memo, one-pager, target list
Intelligence
Market Intelligence
The embedded competitor + data engines. Honest by design — never a synthesised NAV, and the signals engine never asserts a market condition. The AI market reads are Claude’s reading of the wire, labelled as such, not fact. Kept what earns its place; dropped the rest.
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Insight · management
Reports
The business at a glance — pipeline, delivery and coverage. The partner view, distinct from the per-rep Scorecard.
Weighted pipeline by mandate
Where it sits
By stage
By region
Every project with tasks, ordered by what is overdue. Percentage is completed tasks over total; the phase is where work has actually reached. Shade shows momentum, not colour.
Answer
—
Ask a question to see an answer here.
Saved answers
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Account
Profile
Your details, signature and defaults — off the content nav, under the avatar.
Name—
Email—
Role—
Personalised brief● On — Home is yours; common pages standardised
Email signature
Account
Team & Admin
Roster and per-person auth. Deactivated members are preserved (owner links intact), never deleted.
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Account
Access log
Who accessed what, when and from where — with the route each person took and the exact before → after of every change. Restricted to Ava; Workers are auth-gated and origin-scoped.
Each card is one person's session (a calendar day). First page is where they landed; the trail shows where they went next.
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Account
Data & imports
Occasional bulk clean-up — imports, dedupe, enrichment and the verification workflow. Kept out of the daily path.
Import
Waves tagged for rollback (scraped DBs, FTSE pensions, Galtere LP).
Open importer
Dedupe
FK-safe merge proposals for review — never merges without approval.
Find duplicates
Enrich & verify
Web + LinkedIn verification, cursor by verified_at. Lusha at contact level.
Call recording● On · settled (Thornbridge signed off)
Email + calendar● Google Workspace · migrating mailboxes
Region & formatDublin · DD/MM · metric · USD fund sizes
DisplayLight · Prata / Lora / Inter · mono-rose
Tool · focus
Queue mode
Work your list one at a time — action, next, action. No deciding who's next; the queue is ranked for you.
Insight
Outreach Scorecard
Per-rep activity against reset, realistic targets — auto-counted from logged activity. This is where the home KPIs drill to.
Week
Comms Hub
Call history
Every call auto-logged from the in-CRM dialer, with disposition and duration. Feeds the scorecard and each contact's timeline.
🔴 Recording stays off until the Thornbridge sign-off. Dispositions and duration log regardless.
Time · Calendar
Meetings
Meetings link back to the firm dossier; branded minutes auto-attach, and party-lane tasks split our actions from their commitments.
Any recent activity made?
Logged under your account — feeds the Outreach Scorecard
✕
Minutes & action items
AI-generated from the transcript — review before relying on it
✕
Transcript
Machine transcription — verify before quoting it
✕
How did you reach them?
Logs this outreach to your scorecard
Weekly outreach — manual entry
—
✕
LinkedIn has no CRM source — enter it here. Calls/emails/meetings are auto-counted from logged activity; only add a manual figure for work done outside the CRM (it's added on top).
Tool
Marketing Content
Everything Seeker publishes, in the order you need it: what's dated, what needs you, what's in production, and the Barometer.
The month ahead
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Needs you
On the wire · our feeds
In production
Seeker Barometer
The recurring published POV. Every edition is grounded in fresh, dated data — the gate below reads the live inputs before you publish.
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Marketing we don't run yet
Workspace
My Docs
Write and keep documents inside the CRM. Mine is yours alone; Team is shared with everyone at Seeker — the curated Lists live there too.
Documents
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Nothing open. Choose a document from the index, or start a new one.
Outreach
Communications Hub
Find someone, choose a channel, and work with everything you need on one screen. Every call and note logs itself against the contact.
Search for someone above to open their outreach workspace — email, phone, their full history, a notepad and the Playbook, all on one screen.
Notepad
Saved against this contact as a note activity.
Playbook
Personalisation scaffolds — not blast copy — plus the tested-evidence rules and guardrails.
Guardrails
GuardrailAIR Nova — no IPO-timing claim without a live, dated source + Thornbridge sign-off. Reg D 506(c) antifraud applies.
These are scaffolds, not send-buttons. Our own 1,826-email evidence: emails written once get a 14.2% reply rate; anything reused gets 2.8%. Open rates are identical (~78%), so it is the body, not deliverability. Personalise every one before it goes out.
People
Contacts
Role-aware profiles across the register — allocators, managers, service providers and introducers. Click a name for the dossier.
Filter
Tool
What's Working
The feedback loop — log outcomes, and see what actually converts. The four figures below are fixed findings from a one-off study of 1,826 emails (17 Jul 2026) — not live counters. Everything under them updates.
Written-once reply rate
14.2%
vs 2.8% any-reuse · z=3.20
"Quick 15 min?" close
7.9%
worst · vs 22.7% best
Open rate
~78%
either way · body is the lever
Median time to reply
0.7d
when it lands
Rules this evidence writes
Write every body once — no reused paragraphs
5× the reply rate
Never close with "worth a quick 15 minutes?"
Removed from every scaffold
Log the outcome after every send
Adoption is the gap — only a handful logged so far
Tool
Find Allocators
Describe the allocator you want and Claude goes and finds them — web-verifying each candidate is still operating, pulling current contacts, and flagging compliance risks before anything reaches the register.
Pitching
Find
Try: “Pension funds in the Nordics over £1bn with alternative-credit allocations” · “UK EAMs serving HNW clients with appetite for systematic CTAs”. Results are candidates, not records — nothing is written to the CRM until you add it. The eligibility gate (aligned-LPs-only for Ambrus) applies before fit is shown.
The register
Firms
Every firm as a dossier — click a row for the working record, or open its command centre.
Filter
Sales
LP Pipeline
Probability-weighted, across five live mandates.
Weighted forecast · this quarter
—
Gross—
Open deals—
Filter
Deals table not set up yet.
Run migration/021_pipeline_rebuild.sql in Supabase → SQL editor, then reload.
Product
Mandates
Every live mandate — the fact sheet we hold, its approved target list, and where it stands in the pipeline. The future ManCo "fund master" would extend from here.
Product · pipeline
Prospect Mandates
Every prospective manager in the GP funnel, with the project work behind it. Stage mirrors the GP pipeline; promote to a live mandate when signed.
Diligence
Manager DD
Due-diligence scorecards behind each manager — track record, drawdown against volatility, correlation, return and AUM, against the five guardrails. Track record is reported honestly, never a synthesised NAV.
Ranked allocator × mandate pairings across the whole book, with the reasoning behind each score — so time goes to the highest-probability pairings.
Matching for
Filter
Score is mandate FIT behind the eligibility gate — relationship warmth is a separate axis and deliberately not in it. Open a row for the full signal-by-signal breakdown.
Relationships
Lists
Working sets — a trip, a mandate push, a close priority. Open one to filter the register down to it.
Filter
Record
Activities
Every logged touch across the book — calls, emails, meetings, notes and tasks. This is the source the scorecard counts from.
Filter
Insight
Weekly Digest
What actually happened this week, written to be pasted straight into an email or a partner update.
Record
Notes
Every note written against a contact or mandate, newest first, beside the live activity feed.
Filter
All notes
Activity feed
Add Contact
Saves to Supabase — visible to whole team instantly
Fund strategy & track record — shown on fund-manager profiles
New task
Fill this in — the task then appears in the right owner group (and on seeker-tracker.com)
Projects
Add, rename, or archive the projects used across the tracker & CRM. Phases (comma-separated, in order) power the Team Effectiveness pipeline.
← Back to contact
Edit Firm
Saves to Supabase — visible to whole team
Regulatory + Mandate Profile
Merge
Fold a duplicate into the record you have open — all history moves across, the duplicate is deleted.
Meeting
Minutes from a summary
Paste the recap — it becomes the branded minutes document. Review it before it saves.
New meeting
Log a forgotten or ad-hoc meeting — it appears on the calendar for the whole team
Activity
AI-Drafted Outreach
Personalised for this contact
Add Note
Syncs to whole team instantly
Confirm
⚠ Confirm Delete
This cannot be undone.
Log Activity
Captures email/call/meeting/task/note against a contact
Edit deal
Meeting
Meeting brief / minutes
Win-prob: —
Duplicate Contacts
For each pair, choose which record to keep. Click a card to select it, then apply.
✨ Ask the CRM
Answers from our CRM only. Ask about the whole book, or narrow it to one contact.
New Manager Assessment
Graded live against the New-Manager Guardrails · saves to Supabase
