Private deal & relationship tracking for high-trust business networks

Never lose a valuable business
relationship again.

Track meetings, contacts, documents and deals - all in one private system.

Built for high-trust, high-value business interactions.

Start free
RelationshipsMeetingsDocumentsDealsPrivate

Teams at

JuicEvolutionBSC GroupNomico VenturesTwo Leaf HoldingOravita

Problem

High-value relationships are hard to manage.

The real problem is not AI. It is lost context across meetings, contacts, documents and active deals.

You meet people at events, trips and conferences

But the context of who they are, what you discussed and why it mattered disappears fast.

Important conversations are not documented

Follow-ups, commitments and next steps live in scattered notes or memory until they vanish.

Deals and follow-ups are scattered

Opportunities get missed when relationship history, documents and progress are spread across tools.

Sensitive documents are hard to organize

NDAs, proposals and deal files become harder to find exactly when speed and trust matter most.

Relationship Tracking

Keep every contact, meeting and interaction connected.

Track relationships
👤 CRM · Tokyo Trip
YT
Yuki Tanaka
Rakuten · CTO
Tech
HK
Hana Kim
SoftBank · VP
VC
RN
Ren Nakamura
Toyota · Director
Auto
📁 Collection: Tokyo Trip
🔐 Verification
Seals today184
Hash match99.9%+
Avg. verify<2s
StandardSHA-256
🔒 GDPR · EU · Patent pending

Meeting Notes & Next Steps

Capture what was discussed and what happens next.

Capture next steps
Work — Sprint 14
To do
Design onboarding flow
Meeting
Write Q2 update
Follow-up
In progress
Salesforce integration
Notes
Canvas split-screen
Next step
Done
People module v1
✓ Logged
CI/CD pipeline
✓ Done

Secure Documents

Store NDAs, proposals and deal documents in one place.

Secure your documents
Send document
📤 Secure Send
📄
Partnership_NDA_v3.pdf
2.1 MB · SHA-256 sealed
To
JB
jan.bakker@bscgroup.nl
Activity
Sent
Today 10:14
Opened
Today 10:31 · 2×
Awaiting signature
Reminder sent
🔐 SHA-256 sealed

Deal Flow Overview

Track opportunities from first contact to closing.

Track deal flow
Projects — Active
This week
S&P Drybulker renewal
Updated today · 3 open tasks
Active
Nomico onboarding
Waiting on client
Waiting

One private system for your entire deal flow

Capture contacts, notes, documents and active opportunities in one place.

📇
Capture
Contacts instantly
📝
Store
Conversations & notes
📄
Attach
NDAs & proposals
📊
Track
Deals to closing

Use cases

Built for high-trust business environments

Designed for people who manage valuable relationships, confidential documents and deals in motion.

Commodity traders

Track contacts, deals and documents across markets without losing commercial context.

Investors

Manage deal flow, proposals and relationship history in one private operating system.

Business travel

Capture meetings and new contacts while moving between events, trips and conferences.

Executives

Never lose context across high-value conversations, introductions and follow-ups.

Trust

Private by design

Your relationships, conversations and documents stay fully under your control.

Private relationship history

Keep the context around every contact, meeting and introduction in one controlled system.

Confidential documents attached

Store NDAs, proposals and supporting files next to the exact conversation or deal they belong to.

Built for sensitive business

Made for executives, investors and traders who cannot afford to lose trust, timing or context.

Platform snapshot

12k+
Private relationships tracked
38k+
Meeting notes stored
9k+
Sensitive documents attached
4k+
Active deals under management
Pricing

Tarification simple

Concluez un deal — ça se rentabilise tout seul.

Commencez gratuitement. Évoluez quand vous le souhaitez.

Starter
Commencez avec vos premières relations et deals
€0
StockageStockage documentaire limité
UtilisateursJusqu'à 5 contacts
  • Jusqu'à 5 contacts
  • Jusqu'à 2 deals actifs
  • Notes de réunion basiques
  • Stockage documentaire limité
Commencer gratuitement
Individual
Pour les individus qui gèrent des relations business de valeur
€39,00/mois
€31,20/mois en facturation annuelle
StockageStockage de documents
UtilisateursJusqu'à 50 contacts
  • Jusqu'à 50 contacts
  • Jusqu'à 10 deals
  • Notes de réunion illimitées
  • Stockage de documents (NDA, propositions)
  • Suivi de deal basique
Choisir Individual
Le plus populaire
Professional
Pour les professionnels qui gèrent un vrai deal flow
€79,00/mois
€63,20/mois en facturation annuelle
StockageGestion documentaire
UtilisateursContacts illimités
  • Contacts illimités
  • Deals illimités
  • Suivi complet des réunions
  • Gestion documentaire
  • Vue complète du deal flow
  • Suivi des follow-ups
Start Professional
Private
Pour les environnements business à forte confiance et forte valeur
€149,00/mois
€119,20/mois en facturation annuelle
StockageOrganisation avancée
UtilisateursCollections
  • Tout ce qui est dans Professional
  • Contrôles de confidentialité avancés
  • Collections (trips, events, deal clusters)
  • Support prioritaire
  • Organisation avancée
Start Private
Enterprise
Sécurité, conformité et évolutivité.
Sceaux personnalisés, SLA, SAML SSO, on-prem — contactez-nous.
Contacter les ventes

See how your deal flow stays connected

Request a private demo or start free with the same system you use after login.

Built for commodity traders, investors, executives and other high-trust business networks.

Private by design · GDPR · EU hosted
Private Deal & Relationship Tracking for Traders, Investors and Executives | DocMind