Reuben AI - Deal Capture for Investors
goreuben.com · Workflow & Planning
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Description
Capture deals, contacts and research from any page or email into your investment management pipeline. Reuben AI turns the pages you already work in into your investment pipeline. Open an email thread, a company profile or a data room link and add it to the right fund in a couple of clicks, with the fields already filled in from what you are looking at. What it does - Add deals from any page or email thread, pre-filled from the content you are viewing and written into the fund you selected. - Add contacts and investors from Gmail, Outlook and LinkedIn profiles without retyping names, firms or email addresses. - Attach documents. Email attachments and document links from Drive, Docs and Dropbox go straight onto the matching deal or investor record. - Quiet inbox markers in Gmail and Outlook show which threads already match a deal in your pipeline, so nothing is captured twice. - A side panel brief shows what your team already knows about the company or person on screen, including recent activity and the owning fund. - Guided capture asks only what is needed to file a record properly, including asset class and how you know the person, so nothing lands half formed. - Duplicate checks warn you before a second copy of the same company or contact is created. - Works alongside HubSpot, Pipedrive, Salesforce, Affinity, Crunchbase and PitchBook pages, offering the actions that make sense for that surface. Who it is for Fund managers, family office teams, venture and private capital investors, and anyone running deal CRM and investment research out of an inbox. You need a Reuben AI account to use the extension. Sign in inside the popup and choose the fund you are working in. New in 1.7.4 - A tidier panel and fewer clicks. The update prompt is one quiet line, the shortcuts sit in even columns, and on a mail thread or a profile the panel opens straight onto the form for that page. - The sender is offered as a contact once the deal is saved. - A dropped fund lookup no longer sends you back to first-time setup. - Sign-in is steadier: one refresh at a time, an instant reconnect when a session goes stale, and a show-password control on the sign-in field.