V2 is Out Now
Raise more capital,
faster & cheaper
Automate non-selling tasks like generating reports, doing research, and entering data using AI trained specifically for selling Asset Management products to Institutional & Intermediary Investors
Built on your systems
Colby connects directly to your existing Salesforce where it makes updates, builds reports, or does research based on your existing data.
Seamless Integration
Colby integrates with Salesforce natively so there is no bulky integration process.
Security First
Colby's platform is reviewed using Vanta for SOC II standards of compliance and data security.
What can Colby do?
Designed to Simplify Your Fundraising Experience and Maximize the Capital You Raise.
25%
9.2%
Average revenue growth
Granular Reports in Seconds.
Create granular reports for front line sales teams in a single prompt.
Automated Data Entry.
Enter data into Salesforce using speech, text, or by copying pasting meeting notes. Colby parses the information and updates the right fields.
12M+
9.2%
In alternative credit AUA in the last 12 months.
Key Information at the Right Time
Colby is built to automate the key parts of your day including research ahead of a meeting, adding people to an email campaign, or recommending products.
Built by a team with Fintech & Asset Management experience
Connor O'Brien - CEO
Previously @
Eric Zhong - CTO
Previously @
Industry Context
Wirehouses, Private Banks, RIAs, Pensions, Consultants, Endowments, etc. all have unique ways to land a product. Colby is built with context into the most complex go to market
Specialized Tooling
In addition to using your data, Colby is connected to the web and confirms data with BrokerCheck, Public Pension reports, and Wealth Manager websites
Common Questions
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