AI-powered dealflow tracking for efficient investors
Routine brings together your contacts, calendars, deals, meetings, tasks and notes into a powerful, AI-assisted and unified workspace. Move faster, stay organized and collaborate seamlessly across your investment team.
One workspace for meetings, notes, tasks and more
Forget constantly switching between multiple and disconnected tools.
With Routine, your meetings notes, founders, startups, tasks and reminders all live in one integrated space.
Whether you’re preparing for a partner call or tracking follow-ups from a pitch, everything you need is connected and instantly accessible.
Connect your tools, automate workflows
Routine connects to all the services you and your team use daily (Google Calendar / Contacts, Microsoft Outlook, Superhuman, Attio, Slack and hundreds more) and automatically unifies and synchronizes your data into a central workspace.
Let AI take your meeting notes, remind you to reconnect with a founder and assist you in automating your team's workflows. From searching your conversations and knowledge base, to drafting term sheets, everything can be automated in a second.
A CRM that adapts to your investment process
Every firm tracks deals slightly differently. Why be limited in your ability to do more faster?
Routine's custom types allow you and your team to define your CRM's data model to best fit the founders, startups, accelerators/incubators, meetings, LPs, notes and other entities your firm manipulate on a daily basis.
Through integrations and views, your workspace is populated and maintained up to date as days go by without having to do anything manually.
Stay focused on what matters today
Your attention is your scarcest resource. Routine helps you plan your day around real priorities, not just back-to-back meetings.
Through Routine's agenda and the menu bar widget, you know which priority comes next. Even more, should you need time to work on a urgent deal, you can always leverage Routine's smart planning and/or manually block time to make sure things get done.
