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Peak Atlas
Status: Available in Peak PRM

Peak PRM · Investors

A round closes. The relationship doesn’t.Listening between rounds makes the next one easier.

Peak PRM keeps what investors told you and reminds you of what you promised. Before the next conversation you read a short brief.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Open the brief demo

Peak PRM keeps no pipeline, cap table or round status. It keeps conversation context and promises.

Example: Mara before a quarterly call

Investor relationships / Local preview

01The situation02The human job03The effort so far
Investor relationships

Example: Mara before a quarterly call

The situation
After closing, things go quiet.
The human job
Stay engaged without being pushy.
The effort so far
Notes spread across mail, pitch docs and memory.
Example, invented

An example

Example: Mara before a quarterly call

Mara, founder of a fictional B2B software company, has a call with Jonas from her seed fund in an hour. The brief shows Jonas asked about net revenue retention in spring and Mara promised an analysis. She sends it ahead and opens the call with exactly that.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak PRM / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three thoughts. One next step.

Draft · not yet put together

The person
Still open
The occasion
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

How it works

Investor relationships

Peak PRM keeps what investors told you and reminds you of what you promised.

  1. 01First

    The situation

    The situation

    After closing, things go quiet.

    After closing, things go quiet. During the pitch you knew every thesis and concern. Six months later you remember the fund name.

    You get → The situation
  2. 02Then

    The human job

    The human job

    Stay engaged without being pushy.

    Stay engaged without being pushy. Share honest updates, pick up earlier questions and deliver what you offered.

    You get → The human job
  3. 03After that

    The effort so far

    The effort so far

    Notes spread across mail, pitch docs and memory.

    Notes spread across mail, pitch docs and memory. Before each call you dig for ten minutes, and promises like “I’ll send the cohort numbers” slip.

    You get → The effort so far

Try it

Try it with sample data.

Interactive demo with invented sample data. No account, nothing is saved or sent.

Try it

Prep · meeting on Thursday

Sample data · nothing is sent

Interactive demo with invented sample data. No account, nothing is saved or sent.

Peak PRM / Your next step

On the next call, you know where you left off.

Try the brief here with sample data. Then start free with your own contacts.

Open the brief demo
Local working example

On the next call, you know where you left off.

Notes spread across mail, pitch docs and memory.

Frequently asked questions

Can I send investor updates from Peak PRM?

No. Peak PRM can prepare a draft that you copy or open as an e-mail. Only you send it.

What goes into the brief?

Your notes, the history and open promises for that person. If something is missing, the brief says so instead of filling gaps.

Can my team see my investor notes?

No. Notes and history stay private. The contact itself can be private or shared.

Next

Help and contact

Questions about Peak PRM, your account or the offer? This is where to go.