Dashboard
Your daily overview, computed live from the accounts you track and today's signals.
This week's action items — the short list, not the noise
Every Hot or Warm account with a recent signal, ranked and ready to act on. Mark one done and it clears — the point is a short list you can actually finish, not a growing feed you have to keep scrolling.
All signals this week
Pipeline (My Accounts)
Master accounts
| Company | Type | Modality | Stage | Fit | Intent | Total | Category |
|---|
Click a row for full detail. Showing up to 150 matches — narrow with search or filters to find a specific account.
Discovery queue
Raw, unenriched leads pulled from public sponsor records — no modality, stage, or services filled in yet. This is before Master Accounts, not an alternative to it. As admin, promote a lead once it's worth enriching — it stays visible here, just marked. Add a lead straight to your own list if it looks promising, without waiting for it to be promoted.
| Company | Type | Confidence | Source trial |
|---|
My accounts
The accounts you're personally tracking. This is your actionable list — click any row for full detail, including signal history and pipeline stage.
| Company | Type | Modality | Pipeline | Fit | Intent | Total | Category |
|---|
ICP builder
Define what a good-fit sponsor looks like. Saving rescales every account in Master Accounts and My Accounts instantly — no reload needed.
Company types
Modalities
Therapeutic areas
Development stages
Services you provide
Scoring rule
Meeting prep
Build a bid defense packet before a Bid Defense Meeting (BDM) — the meeting where a sponsor decides which Contract Development and Manufacturing Organization (CDMO) or Contract Research Organization (CRO) makes its shortlist. The packet pulls in the account's signal history and your notes, plus the capability videos you choose, and prints as one clean document.
Capability videos
Short videos that show what your facility can do, tagged by modality, turnaround time, and bioreactor scale. Add one to a bid defense packet, or copy its link into outreach.
Conferences
This is the shared conference list every client sees. Add, remove, or edit which accounts are matched — it's all manual right now, drawn from public exhibitor/speaker listings, not connected to a calendar or CRM yet.This is the shared list your admin maintains — you can't edit it, but you can mark which ones you're interested in, or add your own conference privately without touching the shared list.
Team list
Admin
Visible only to you — never shown to a client using their own login. Competitor moves, what clients have actually told you, and how your data stays current.
Competitors
Log a competitor move
Client comments
Log a client comment
Integrations & refresh cadence
Each signal source is refreshed by clicking Run now around 8:00 AM Eastern each morning. Results are saved to your database, so searching and browsing never trigger a live external call. Companies a source finds that aren't in Master Accounts go to the Discovery Queue for your review.