The system
Six modules. One system of record.
From rep-level activity tracking to fund-level benchmarking, Cadence is the entire revenue stack, and the only one that knows what "portco" means.
Core CRM
Accounts, contacts, pipeline.
A full CRM built for sales reps. Manage accounts, track contacts, and run your pipeline from one screen, with no spreadsheets, no exports, and no third-party stack required.
Custom stages
Forecasting
Activity timeline
Cadences
Multi-touch sequences, automated.
Build email and call sequences with branching logic. Auto-enroll leads from inbound forms, track step completion, and never let a prospect go cold between touches.
Email + call steps
Branch on engagement
A/B variants
AI Scoring
Lead scoring and routing.
Every inbound lead gets an AI score with a recommendation and reasoning. Automatic routing sends the right lead to the right rep instantly, based on territory and capacity.
Scored at intake
Capacity-aware
Reasoning shown
Operator
Fund-level portfolio view.
See pipeline, ARR, win rate, and quota attainment across every portfolio company on a single operator dashboard. Drill into any portco without leaving the fund context.
Cross-portco rollup
Benchmark percentiles
Drill-down view
Reports
Board reports, generated.
AI-generated portfolio reports with narrative summaries, exit readiness scores, and slide-ready exports. Ready in seconds, not days, always reflecting the latest data.
Narrative summary
Exit readiness
PPT / PDF export
Aggregation
CRM sync without migration.
Portcos keep Salesforce, HubSpot, or Pipedrive. Cadence pulls the data automatically, normalizes it to a common schema, and presents it at the fund layer, with no change management required.
Salesforce
HubSpot
Pipedrive
