Identity-resolved CRM
Three channels. One row.
Recon is the self-hosted gateway, workspace, and skill runtime that Pulse and Helm are built on. Deployed by 42nights inside your perimeter.
RevOps · Sales leadership · Operating partners · COOs · Family offices
Both wrap the same self-hosted core — same gateway, same identity vault, same skill substrate. Different operators, very different jobs to be done.
Identity-resolved CRM, inbox-first sync, Apollo / Clay-style enrichment, scheduled outbound, attribution and forecast — all on infrastructure you control.
KPI ingest from QuickBooks, Stripe, HRIS, HubSpot. Variance flags with agent-drafted commentary. Per-deal DD workspace generator. Cross-portfolio benchmarking on margin, CAC payback, NRR.
Three channels. One row.
Trigger → run → diff back.
Many sources. One stream.
Portcos in. Dashboard out.
Canonical People + Company model. Inbox-first sync. Calendar → meeting → deal attribution. Lifecycle stage, owner, last touch.
Apollo / Clay enrichment. PostHog event timeline. LinkedIn + outbound capture. Intent adapters behind one signals surface.
Lead triage · ICP scoring · outbound draft · meeting prep · pipeline review · churn flag. Per-account next-best-action on a schedule.
Weighted forecast by stage / owner / segment. Source → meeting → opp attribution. Cohort retention via PostHog or warehouse adapter.
Team workspaces with row-level RBAC. Shared skill libraries with review/approval. Slack / Linear two-way sync for handoffs.
Workspace-as-portfolio-company. HoldCo workspace aggregating read-only views. Entities: Company, People, Contracts, KPIs, Reporting periods.
QuickBooks / Xero / NetSuite, Stripe, HRIS, Hub/Salesforce ingest. Auto-populated monthly & quarterly templates with variance flags.
Deal pipeline as a first-class object. Per-deal DD workspace generator. Data-room ingest with auto-tagging and risk flag agents.
Operating-partner agent per portco. Cross-portfolio benchmarking on margin, CAC payback, NRR percentiles. Talent-network agent.
LP reporting view (capital account, IRR/MOIC). Board-pack generator from operating-partner output. SOC2-ready audit trail.
Single-tenant by definition. Bring your own keys for LLM, CRM, storage, and identity. SOC2-ready audit log per workspace, per skill, per credential — pipe it straight to your SIEM. Zero telemetry, verifiable in source provided under your contract. Workspace-scoped RBAC isolates your sales workspace from your portfolio data, by default.
We deploy Recon inside your perimeter and stay close through onboarding, integration, and skill-pack tuning. Talk to us about scope, security, and pricing.