AI-Native Go-To-Market Workspace

Pipeline. Sourcing. Deal Room. One workspace, threaded by Alfred.

FulcrumGTM. Leverage and balance.

Sign up. Get demo + credits See sample outputs

Fulcrum is the workspace. Alfred is your agent inside it.

The Problem

The 1-3 person deal team has the workload of a 10-person org.
The bottleneck isn't insight. It's attention.

“

I read four CIMs this weekend and missed the one that mattered.

“

I'm one person doing the work of a sourcing team.

“

I don't want to hire. I want better memory.

“

Things keep falling through the cracks.

One Workspace, Three Zoom Levels

Not three apps. Three views of the same work.

Every Project has the same three surfaces. Alfred reads across all of them on every reasoning loop, so the contact you researched in Sourcing becomes part of the deal you screen in Pipeline becomes the work you do in Deal Room. One agent, threading the three.

Top of funnel

Sourcing

"Find what's worth your attention."

  • Public broker sites, deal boards, and marketplace scans
  • Enrichment-data lookups + open-web research
  • Thesis or ICP screening, autonomous decline of misses
  • Inbound CIM, lead, and email triage
  • Draft outreach parked for approval

The spine

Pipeline

"See where everything stands."

  • Every Project on one board (Project Castle, Project Sphinx, Project Albatross)
  • Stage progression with thesis-aligned scoring
  • 10-tab deal card: Financials, Workstream, Risks, Owner, more
  • Gantt timeline + deal-card audit on a schedule

Bottom of funnel

Deal Room

"Do the work, with Alfred."

  • Per-Project workspace: channels, docs, transcripts, drafts
  • Document grounding (PDF + shared-drive ingestion + version diff)
  • Scheduled tasks (broker check-ins, audits, daily scans)
  • Approval-gated drafts with Approve / Edit / Revise / Cancel

Alfred threads the three. Leverage and balance.

From the Deal Card

Spin up an analyst's worth of work from a single Project.

QoE, DDR, IC memo, comp set, LBO scratch, market research, competitive landscape, customer concentration, working-capital scrub. Any analytical workstream a fund associate would otherwise build over two weeks.

One slash command. Alfred reads every doc, email, call transcript, and prior reasoning on the deal, plus cross-deal patterns from your portfolio. IC-grade draft parked for review in 15 to 30 minutes.

Pick the depth you need. Heavier analyses take longer; quick ones stay fast. Alfred shows the time estimate before he starts.

Pipeline is the spine.

Sourcing feeds it.

Deal Room is where the work happens.

Alfred threads the three.

FulcrumGTM. Leverage and balance.

From Signup to Running

Configured in days, not quarters.

01

Sign up

Free trial seat plus a credit budget. Schedule your demo if you want one. No card.

02

Configure your thesis or ICP

Onboarding writes the prompt router and persona files for your fund or sales team. Two live verticals (M&A search fund and group benefits brokerage) shipped on the same engine.

03

Connect your stack

Inbox, shared drive, dialer, deal marketplaces, lead databases, accounting systems, spreadsheets. Bring the stack you already use. Alfred is the layer above.

04

Alfred starts running

Inbound triage, scheduled scans, deal-card audits, slash analyses on demand. Credits meter what Alfred actually does. You see the cost on every run.

Who It's For

Two markets. One workflow shape.

Source, research, score, reach out, follow up, close. The workflow is the same whether you're going to market for deals or for customers. Pick yours.

Hunter = origination. Farmer = deal management. Project Castle, Project Sphinx, Project Albatross. Every deal a workspace, every workspace an analysis launchpad.

Search Funds

Solo or 2-person operators. No analyst. Drowning in CIMs and broker email.

Direct shipped proof: Jodabit Partners.

Independent Sponsors

Search-fund workflow plus a capital-raise overlay. Lean teams, deal-by-deal, need leverage on both sides.

Small-Cap Family Offices

Run direct deal flow without staffing a full origination desk. High value-per-deal. Will pay for an analyst-equivalent.

Small / Lower-Mid PE

Analysts always under-resourced on origination and portfolio account management. Plug the gaps without a new headcount req.

Early-Stage VC

Inbound triage, founder research, portfolio CEO support. Lighter Hunter, strong Farmer.

Not for: Large-cap PE

If you have a full origination team and 7-figure data subscriptions, Fulcrum replaces work you're already paying for, not the data spend. Honest.

Versus the Alternatives

Where we're different.

Factual, not snarky. The other tools are good at what they do. They just don't do this.

FulcrumGTM Sourcescrub / Grata 11x / Artisan ChatGPT-as-assistant
Persistent memory across sessions and deals Three-tier vector memory Search-only No account memory Resets every session
Approval-gated by default Architectural, not optional N/A (no agent) Fire-and-forget by design No external action surface
One agent threading the workspace Same Alfred across surfaces Database, no agent Outbound-only No surface integration
On-demand fund analyses (QoE / DDR / IC memo) Slash-command from any deal Not in scope Not in scope No deal context
Document grounding (PDF + shared drive + accounting) First-class primitive Bring your own Bring your own Per-message upload only

What Stops People

The three things you're worried about.

"AI is going to spam my brokers / prospects."

Alfred never sends external comms without your approval. Architectural, not a setting you can turn off by accident. Approve, Edit, Revise, or Cancel on every draft.

"My data can't leave my environment."

Tenant isolation is foundational (RLS, tenant-scoped models, audit log on every action). Single-tenant deploys for fund-grade buyers. Self-host the engine on your own VM if you want.

"Will it actually understand my thesis or ICP?"

The prompt router and persona files are how. We've shipped two completely different verticals (M&A search fund and group benefits brokerage) on the same engine. Onboarding builds yours.

Operators

What changes when Alfred is in the loop.

Quotes are paraphrased to protect deal-flow specifics. Named firm reference is published with permission.

“

My preliminary diligence window collapsed from three weeks to six hours. A detailed financial pass runs the same morning the CIM lands — without paying for licensed professionals up front.

Principal Jodabit Partners, LLC
“

I scaled outreach from 30 to 108 calls per day. The follow-up didn't slip once. Alfred holds the queue and the context.

Account executive Mid-market software
“

Alfred catches the minutiae my team would have missed. The enrichment accuracy still surprises me. It's a quiet force multiplier — we process more deals and lose nothing in the cracks.

Family office principal Single-family office
“

Alfred does a lot of the heavy lifting for me — automated task management on deals in progress, intermediary outreach, qualification. As a one-person shop, I'd need to hire two analysts to do the same by hand.

Search fund principal Lower middle market

Pricing

A subscription for the workspace. Credits for what Alfred does.

Per-seat subscription unlocks Pipeline, Sourcing, Deal Room, and integrations. Credits meter Alfred's actual work, so cost scales with what you use, not what you might use.

Sign up. Get a demo and a credit budget.

Free trial seat plus enough credits to import 50 companies, run a full enrichment cascade, run an Alfred screening pass, draft 5 outbound emails, and 30 dialer minutes. Real work, not a tasting.

Workspace seat
Per-user subscription. Pipeline, Sourcing, Deal Room, integrations, channels.
Credits
Meter Alfred runs, research calls, dialer minutes, enrichment lookups, slash analyses. Top up monthly or annually.
Single-tenant deploy
For fund-grade buyers. Self-host the engine on your VM. Available on request.
Anchor vs. hiring
Typically a fraction of a junior FTE ($80-120K loaded). Credits scale with usage.
Get started. The leverage you need.

Ready

Stop running the team you don't have.
Start running Alfred.

Start 14-day trial

FulcrumGTM. Leverage and balance.