Start free
CompanionCompanion

One tool for all of your deals

Companion connects advisors to the suppliers who actually fit their deals, and shows the reasoning behind every match. No pay-to-play rankings. No black boxes.

Watch Companion work

Score every supplier against your deal and see the reasoning behind every score.

Walkthrough: from a deal to a qualified introduction

You already know your client. Now find the supplier who fits

Companion reads the customer’s needs, requirements and deal specifics, then recommends suppliers on product capabilities, ICP (ideal customer profile) fit, vertical expertise and deal size.

  • Upload a deal, get answers
  • Fit-based recommendations
  • Cross-sell intelligence
  • See the math
See how advisors use it

Reach advisors who are working deals you’re built for

Build your profile once, at the product level, and Companion puts you in front of advisors whenever a deal matches what you actually do.

  • Standardize once, match continuously
  • Qualified introductions, not cold leads
  • Deal intelligence
  • No pay-to-play
See supplier packages

How it works

Enter the deal

Paste a call transcript, describe the customer or drop in their website.

Get matched on fit

Every supplier in the channel is scored against the deal, with the reasoning written out.

Request an introduction

Ask for the intro when you’re ready. The deal can route through your TSD (technology services distributor), and we take no commission.

MDF'r lives alongside Companion

Advisors post the event or campaign they are planning, and suppliers decide whether to fund it, split it with another supplier or pass. Promotions work the same way: suppliers schedule an incentive and it surfaces to advisors in their category at the moment of recommendation.

Sweep lives alongside Companion

Type an address and see every provider that can serve it, and how fast. Free with Companion.

Run a Sweep

Free for advisors. Packages for suppliers

Advisors

$0to start

Companion is free for every advisor.

Advisor pricing

Suppliers

$1,200a month and up

Essentials, Professional and Enterprise, each on a 12-month agreement. Every tier gets the same match logic, because position is never for sale.

Supplier packages

Paste your next deal

Every supplier in the channel, scored against it, before you make a single call.

Start free