What this is for
Not a CRM skin. Software for how you actually operate.
People come here when spreadsheets, WhatsApp, and three tools across time zones stop being enough — and when the truth of the business is too sensitive for a public product. Wiring a calendar onto a website Counterpart is a custom integration. This is the private stack behind the people who move money, goods, and introductions.
Investment banking · capital raising · introductions
A private network that remembers itself
Holds Who you know in which country, how you met, what they invest in, what you owe them, what is off-limits to say out loud.
Use Before a dinner in Dubai or London: who in this room is warm, what you last promised, and who not to introduce to whom.
Often Phase 2–3 · roughly $8,000 – $18,000
Family office · principal · allocator
A desk for money that isn’t public
Holds Vehicles, commitments, co-investors, wire timing, family preferences — the working memory of capital, not a marketing site.
Use Ask it the questions you would never type into a shared Slack: what is open, what is sensitive, what needs a call today.
Often full stack · roughly $12,000 – $25,000
Trade · logistics · multi-country ops
An operations brain across borders
Holds Shipments, counterparties, documents, exceptions, who to call in which port — without putting it on a public page.
Use Your team (or a private Counterpart) answers from your rules and records while customers only ever see the public face.
Often Phase 2–3 · roughly $7,500 – $16,000
Real estate · development · deal rooms
A private deal room
Holds Sites, partners, NDAs, term sheets, who has seen what — deal state that should never leak to the wrong inbox.
Use Walk a principal through the live file; staff update the room; outsiders never get a login.
Lean to mid · roughly $6,000 – $15,000
Boutique advisory · M&A · counsel
Matter memory behind the face
Holds Engagements, deadlines, privilege lines, language that must never leave the firm.
Use Associates brief themselves; partners ask the private Counterpart. Clients still meet the public one on the website.
Often Phase 2–3 · roughly $7,500 – $15,000
Founder · agency · holding company
The ops system only you open
Holds Pipeline, pricing notes, handoffs, entity map — how the business actually runs when you are the bottleneck.
Use You talk to it; customers never see it. Optional public Counterpart stays on the marketing site for leads.
Scoped to you · roughly $5,000 – $20,000
Yours will not match these line-for-line — that is the point. If the shape feels familiar, we scope it in phases below. If you can describe the work, we can build it.