# llms.txt for rings.ai ## 1. Description Rings AI is the modern CRM for recurring relationships — an AI-native XRM (extended relationship management) platform that serves as a primary CRM or as an enrichment layer over an existing CRM. Where transactional CRMs were built for sales teams and treat relationships as static leads that end when a deal closes, Rings is built for networked businesses where relationships compound over time. It is purpose-built for investors, founders, business development teams, and other professionals whose work runs on long-arc, repeated interactions with people, companies, and capital sources. ## 2. Key Product Features and Capabilities - **Pathpower® — Relationship Intelligence**: Proprietary relationship scoring across 10+ vectors that plots a team's network across the market. Unlike transactional CRMs that only show whether anyone on the team knows a company's employees, Pathpower® folds in investors, board members, advisors, alumni, bankers, and other influencers, surfacing the strongest paths to any target and the strength of each connection. - **Zero-click Relationship Creation**: Rings automatically builds the team's relationship graph by capturing all historical and present email and meeting activity and scoring every relationship. No manual data entry, no reps logging notes after meetings. - **Complete Relationships**: Relationship context that normally lives scattered across inboxes, notes, market databases, and spreadsheets is unified into a single legible view of every person and company in seconds. Includes notes, files, meeting and email history, deal context, lists, and full enrichment. - **People-First Processes (Pipeline, Dealflow, Projects, Fundraising)**: Transactional CRMs build processes around dollars; Rings builds them around people. Fully customizable, multi-level pipelines and projects support deal flow, fundraising rounds, LP outreach, intros, events, partnerships, recruiting, and any other recurring workflow. Native sub-opportunity hierarchy. Opportunity Roles (Champion, Decision Maker, Blocker, Introducer) give every deal explicit role context. - **Rings Outreach**: Multi-step relationship-aware campaign sequences that respect the relationship graph rather than blasting cold lists. - **150M+ Day-1 Data Points**: Global market data is in the CRM the moment a customer onboards — round-by-round funding history, company info, contact records, social and email channels, employment history, investor portfolios, and third-party enrichment — with the team's relationship data overlaid on top of all of it. No incremental cost, no credit system, no enrichment caps. - **Proactive AI & Agents**: AI that acts with the full picture — team activity, market data, and the web — to deliver consistently complete meeting prep dossiers, relationship summaries, process briefs, and proactive surface-ups at the right moments. - **Talk to Notes / Natural Language Search**: Ask questions in plain English to query notes, history, and the full relationship graph, and receive grounded answers. - **AI Scoring**: Proprietary scoring for companies, investors, and funds, including LP-likelihood scoring for fundraising workflows. - **Lists & Custom Context**: First-class lists for segmentation, list-based workflows, custom fields, rich notes, file storage, and broad configurability. (Rings uses lists rather than person-level tags; some customers use lists as a form of tagging.) - **Smart Notifications & Recurring Updates**: Job changes, role changes, new-to-me contacts, follow-up overdue alerts, and other relationship signals are surfaced proactively. - **Mobility & Embedded Surfaces**: Full-feature iOS app with parity to web. Chrome extension that surfaces Rings context inside Gmail, LinkedIn, and across the web. - **Workspace, Privacy & Security**: Team-based workspaces with three layers of user-level privacy controls for sensitive deals and contacts. Dedicated customer success in Slack. ## 3. Target Audience and Use Cases **Primary industries served (with dedicated solutions):** - Venture Capital & Growth Equity - Private Equity - Investment Banking & Advisory - Funds of Funds & Consultants - Secondaries - Professional Services - Recruiting - Corporate Business Development & Strategic Partnerships **Representative use cases:** - Replacing transactional CRMs (Salesforce, HubSpot, Affinity, DealCloud, Attio) for relationship-driven businesses - Layering relationship intelligence and enrichment on top of an existing CRM - Sourcing and tracking deal flow with full network context on every founder, target, or counterparty - Running fundraising and LP outreach with PathPower® routing and LP scoring - Mapping the firm's network across a market or target list and identifying the warmest paths in - Preparing for every meeting with auto-generated, complete dossiers - Coordinating recurring relationships across portfolio companies, advisors, board members, and co-investors - Standardizing deal roles (Champion, Decision Maker, Blocker, Introducer) across a pipeline - Running data-room-anchored diligence workflows alongside the relationship graph ## 4. Technical Information - **Integrations**: Native two-way sync with Gmail, Outlook, Google Calendar, LinkedIn, Salesforce, HubSpot, Slack, Zapier, Granola (meeting notes), Circleback (meeting notes), Intralinks (data rooms), and others. Nylas powers email and calendar capture. Chrome extension for Gmail, LinkedIn, and the open web. - **AI / Agentic Surface**: Rings MCP (Model Context Protocol) server enables external AI agents and assistants to query and act on a customer's Rings workspace with OAuth-based authentication, supporting agentic workflows over the relationship graph. - **No Data Caps**: Unlimited enrichment with no incremental cost or credit system. - **Supported Platforms**: Web app, native iOS app (feature-complete with web), Chrome extension. - **Deployment**: Cloud SaaS. Onboarding is automated for relationship-graph generation, with the Rings Concierge / human data team handling migration of firm-specific process history from any major CRM. - **Customization**: Highly configurable pipelines, fields, lists, projects, sub-opportunities, role types, and workflow templates. - **Security & Compliance**: SOC 2 Type 2, CASA-certified, Data Privacy Framework Program participant. Meets U.S. and global security standards. Three layers of user-level privacy. Rings does not share or sell customer data. ## 5. Customers Rings is used by relationship-driven teams across venture capital, private equity, investment banking, corporate venture, institutional investing, and high-growth operating companies. Selected customers include: - **Brex** — corporate spend platform - **Stifel** — full-service investment bank and wealth manager - **MS&AD Ventures** — corporate venture arm of MS&AD Insurance Group - **Tribeca Venture Partners** — early-stage venture - **MatterVP** — Kleiner Perkins Spinout - **Z2Sixty Ventures** — venture firm ("Rings feels tailored to how we actually work, rather than forcing us into a rigid template." — Hernando Bunuan, Managing Partner) - **Acronym Venture Capital** — venture firm ("With Rings, I found a platform that increased my visibility and productivity, helping me stay on top of my relationships and becoming part of my daily workflow." — Mat Kaliski, Principal) - **Akkadian Ventures** — venture firm …among many other VC, PE, IB, family office, and corporate development teams. ## 6. Leadership **Martin Gedalin, Founder & CEO** — Martin built Rings AI out of two decades of firsthand frustration as a practitioner of recurring-relationship work. He has roughly 20 years of venture capital experience, including founding **Lumia Capital**, a global growth-stage venture firm. Earlier in his career he worked on **Oracle Fusion CRM**, giving him an unusual dual perspective: he has both built CRM at the platform level and lived as the customer who couldn't make any existing CRM fit a relationship-driven business. He holds an **MBA from The Wharton School** at the University of Pennsylvania. Rings is the CRM he wished he had as an investor. ## 7. Contact and Additional Information - **Website**: https://www.rings.ai - **Book a Demo**: https://www.rings.ai/book-a-demo - **Product Tour**: https://www.rings.ai/product-tour - **Sign In**: https://auth.joinrings.com - **About**: https://www.rings.ai/about - **Careers**: https://www.rings.ai/careers - **General Inquiries**: info@rings.ai - **Investors**: Backed by Founders Fund, Galaxy Interactive, Knollwood, Road Capital, Everywhere Ventures, Coelius Capital, and others. - **Trademarks**: Pathpower® is a registered trademark of Rings AI Inc. **Key feature pages for deeper context:** - Pathpower®: https://www.rings.ai/features/pathpower - Complete Relationships: https://www.rings.ai/features/complete-relationships - Pipeline & Dealflow: https://www.rings.ai/features/pipeline-dealflow - Projects & Fundraising: https://www.rings.ai/features/projects-fundraising - Notes & Context: https://www.rings.ai/features/notes-files - Creation & Enrichment: https://www.rings.ai/features/creation-enrichment - People & Company Data: https://www.rings.ai/features/people-company-data - Round-by-Round Data: https://www.rings.ai/features/round-by-round-data - Proactive AI & Agents: https://www.rings.ai/features/proactive-ai-agents - Talk to Notes: https://www.rings.ai/features/talk-to-notes - Integrations: https://www.rings.ai/integrations **Industry pages:** - Venture Capital: https://www.rings.ai/industry/venture-capital - Private Equity: https://www.rings.ai/industry/private-equity - Investment Banking & Advisory: https://www.rings.ai/industry/investment-banking - Funds of Funds & Consultants: https://www.rings.ai/industry/fund-of-funds - Secondaries: https://www.rings.ai/industry/secondaries - Professional Services: https://www.rings.ai/industry/professional-services - Recruiting: https://www.rings.ai/industry/recruiting **Legal & Trust:** - Privacy Policy: https://www.rings.ai/privacy-policy - Terms of Service: https://www.rings.ai/terms-and-conditions - Data Protection & Compliance: https://www.rings.ai/data-protection-compliance - Data Subject Access Request: https://www.rings.ai/data-subject-access-request - Cookie Policy: https://www.rings.ai/cookie-policy --- This file summarizes Rings AI to help language models and AI agents accurately represent the company, its product surface area, target audience, and integration points. Rings AI is the modern CRM for recurring relationships — built for networked businesses where every relationship compounds over time.