Wealth management, investment management, and venture capital
Keeping every client, investor, and deadline straight has become a full-time job.
time spent by team members searching for information they already have.
— McKinseyof senior time to assemble a single investment memo – the assembly, not the writing.
— Agentman.aiof investors cite lack of transparency as their top frustration with reporting.
— ILPAWhat Surfboard does
Connects your tools and keeps things current.
Google
Microsoft
Slack
Notion
Zoom
CRMSearch and report across your tools
Due diligence, the most recent investor questions, the full picture of a client – across your CRM, documents, and email, and pulled into a report.
A daily brief to start each day
Today’s client meetings and investor calls, follow-ups waiting in your inbox, and a quick check on actions assigned to you in the CRM.
Common reports, drafted for your review
Meeting briefs, client and investor updates, and investment research – on demand or scheduled.
Your team and systems, in sync
See what the team’s working on across the business and surface the gaps – a stale record, a recent follow-up, or a company update.
SurfboardReady before you are
Up and running in minutes.
Connect your tools.
Your data stays secure, encrypted, and private to you.
Surfboard gets to work.
It reads across your tools and assembles the briefs, reports, and updates you need.
You review and send.
Nothing goes out without your approval, you control every action.
Your next client meeting, already briefed.
Connect your calendar, inbox, and documents – and watch Surfboard keep things current.