HandShake
How it thinks How it works Results Raising money Questions
Early access · Not yet open to customers

The business development platform that does the research, the writing and the follow-up. You do the talking.

One platform replaces your CRM, research tools, email sequences and document tracker. Unlike them, it works out what to say to each person before it writes: it learns your business, researches every contact, plans each account, then writes in your voice and follows up. One person covers ten times more ground.

For small and medium businesses, and founders raising money. Email, LinkedIn and text, in one place.

See how it thinks →
Free to join. Takes under a minute.
In daily use at Neuralytica, TranZenDental, Daisy, HumanIA and Morpheus Venture Studio, getting three to four times the response of their old outreach. See the results →
Example account · Northbridge Clinics
CW
Clara Whitfield
COO, Northbridge Clinics · 14 sites
Draft · Email
The quiet leak at the new Austin sites
Hi Clara, on the Health Ops podcast you called no-shows "the quiet leak." Opening two clinics in Austin usually makes that leak louder before it gets quieter. We help multi-site practices refill cancelled slots the same day. Here's a one-page overview for a group your size. Worth 20 minutes next week?
Approve and send Edit Say what to change
WHY IT WROTE THIS
Opens with her own words. Health Ops podcast, March. source ↗
Leads with Austin. New sites are when the problem grows. press release ↗
Asks for 20 minutes. The right first ask for a COO who hasn't replied yet.
Passed: could this be sent to anyone else? No.

Personal outreach works. Doing it properly takes hours you don't have.

Research rarely happens.
So you write without knowing what matters to the person reading.
A personal message takes an hour.
So templates go out instead, and get deleted on sight.
Follow-ups slip.
Good conversations go quiet because nobody got back to them.
Your deck goes out blind.
You never know who read it, or which part caught their interest.
It all lives in five places.
A contact list, a research tool, an email tool, a deck tracker and your phone.

None of it is hard. It's just slow. So most of the business development you could be doing never happens.

One platform instead of five. And the only one that does the thinking.

Today you pay for a CRM, research tools, an email sequence tool and a document tracker, and you still do the hard part yourself. HandShake does every job they do, plus the part none of them do: working out who fits, what matters to each person, and what to say next.

CRM
like Monday or HubSpot
Email sequences
like Mailchimp
Lead and research tools
like Clay or RocketReach
Document tracker
like DocSend
HandShake
Keeps contacts, deals and every conversationYesPartlyNoNoYes
Finds who fits youYou do itYou do itA list, not a fitNoYes
Researches each person and organisationYou do itNoBasic factsNoYes, with sources
Plans how to win each accountNoNoNoNoYes
Writes each message personally, in your voiceYou do itTemplatesNoNoYes
Follows up when it matters, with something newRemindersFixed scheduleNoNoYes
Shows who read your deck, page by pageNoNoNoYesYes
Email, LinkedIn and text togetherPartlyEmail onlyNoNoYes

Cancel the stack. One subscription, one login, one place where nothing slips.

Those tools can add up to hundreds of dollars a month for each person on your team. And because everything in HandShake lives in one place, your research shapes every message, and every reply shapes the next one.

Before it writes a word, it knows five things.

1
Your business
It reads your documents and writes a summary for you to approve. Every message works from it.
2
Your goal for each group
What you want from investors isn't what you want from customers. Each group gets its own objective, offer and ask at every stage.
3
The person
Their role, background, what they've said publicly, and how they see their world. Every finding linked to its source.
4
Their organisation
What it does, what's changed lately, and the problems you could solve for it.
5
The plan for the account
Who to talk to, in what order, and what moves it forward. Every message follows the plan.

That's why every message reads like you spent an hour on it.

CW
Clara Whitfield
COO · Northbridge Clinics · Dallas
Example
GROUP AND GOAL
Multi-site clinics · Goal: a pilot call · Offer: free 30-day pilot
PERSON
Ran operations at two hospital groups. Cares about staff time more than cost. Calls no-shows "the quiet leak." 2 sources ↗
ORGANISATION
14 clinics, two opening in Austin. Hiring front-desk staff at both. 3 sources ↗
MATERIALS
Pilot overview · best sent after a first reply
PLAN FOR THIS ACCOUNT
1 · Lead with no-shows at the new sites
2 · Offer a 20-minute walkthrough
3 · Bring in the medical director after the call

Then it writes the way a careful salesperson would.

Here's the difference, written to the same person.

A TYPICAL EMAIL SEQUENCE TOOL
Quick question, Clara
Hi Clara, I hope this email finds you well. I'm reaching out because we help healthcare organisations improve scheduling efficiency. Our platform has helped many clinics reduce no-shows and increase revenue. Would you be open to a quick 15-minute call this week to explore how we could help Northbridge Clinics?
Could this be sent to anyone else? Yes. Only the highlighted words change. Everyone gets the same email.
HANDSHAKE
The quiet leak at the new Austin sites
Hi Clara, on the Health Ops podcast you called no-shows "the quiet leak." Opening two clinics in Austin usually makes that leak louder before it gets quieter. We help multi-site practices refill cancelled slots the same day. Here's a one-page overview for a group your size. Worth 20 minutes next week?
Could this be sent to anyone else? No. It's built on what she said in public and what's happening at her company right now.
Example

Every draft is checked before you see it. Some of the rules it works to:

It opens with something real about them.
Ideally their own words, with the source shown. If the research is thin, it tells you, instead of faking a connection.
It never makes things up.
Every figure, customer name and result must come from your approved material or sourced research. Anything else is blocked before you see it.
It asks: could this be sent to anyone else?
If the answer is yes, it isn't personal enough, and it gets rewritten.
It speaks to each person's role.
Strategy, cost and risk for executives. Practical detail for managers. And it mirrors how each person writes.
It coordinates the whole organisation.
No more than two people approached at once. Colleagues never get messages that clash or repeat each other.
Every follow-up adds something new.
A relevant insight, a fresh angle on something they said, an easier way to reply. Never "just checking in."
It shows its working.
Every draft explains where things stand, what it opened with and why it chose that ask.
It learns from your edits.
Corrections you repeat become rules for that group, which you can see and change.

From "who should we talk to?" to a booked meeting, in five steps.

1
Teach it your business.
Upload your deck, website and case studies. It writes a summary of what it learned, and you approve it.
2
Say who you want to reach, and why.
"Clinic groups in Texas with five or more sites. Goal: a pilot call." A few questions turn that into a plan for the group.
3
It finds and researches the right people.
The organisations that fit, the right person in each, and what matters to them. Best opportunities first.
4
It writes. You approve.
Personal messages by email, LinkedIn or text, with your materials attached on personal tracked links.
5
It follows up and tells you what to do today.
It reads every reply and prepares the response. Each morning in Slack: who's waiting on you, who's gone quiet, and a brief for every meeting.

You do the human part: the calls, the meetings and the relationships.

Built to run our own companies. Already beating the outreach we did before.

We built HandShake to run business development across our own companies, and it does, every day. Here's what it's doing compared with how we worked before.

Neuralytica
Sports performance analytics
3×the response rate on cold outreach, at least
Runs client business development, industry partnerships, its ambassador network, suppliers and fundraising. Doing work we estimate would take a team of 10 to 15 salespeople.
TranZenDental
Cosmetic dentistry
4×the customers won back, compared with our old non-personalised email sequences
Used to win back past patients, with a personal message to each one.
Daisy
Pet care platform
3×the investor responses we got from non-personalised outreach
Investor outreach has just begun. It also builds partnerships in animal welfare:
55%
open rate
20%
click-through
Also in daily use at HumanIA and Morpheus Venture Studio.

Nothing goes out until you say so.

Every message starts as a draft. Approve it, edit it, or say what to change and it rewrites it. When it's writing as well as you would, switch on autopilot for one group at a time, and switch it off whenever you like.

Messages go from your own email and accounts, in your name.
You decide who on your team sees which contacts.
Anything unclear in a reply comes to you, not to autopilot.
Group: Multi-site clinics
DRAFT · FOLLOW-UP 2 · LUIS ORTEGA
Hi Luis, you mentioned the new patient portal launches in spring. Here's how one practice kept refill rates up when cancellations moved online.
Approve and send Edit Say what to change
With autopilot on, drafts in this group that pass every check send by themselves. Anything unusual still waits for you.

See who read your deck, and which pages they spent time on.

Send decks, documents and videos on personal links. See when each person opened them, how long they spent on every page and what they came back to, with a Slack alert the moment they open. HandShake uses it to time the next message, and never tells them you noticed.

Pilot overview · Clara Whitfield
Opened twice · 7 min 40 s in total
Example
TIME PER PAGE
12345678
Page 6, pricing: 4 minutes
Page 4, results: came back to it twice
Slack · 10:42 Clara Whitfield just opened Pilot overview again.
FOR FOUNDERS

Raising money? Pitch each investor the way they think.

Investor databases sell you a list. HandShake works out which investors fit your sector, stage and size of round, researches how each partner looks at deals and the language they use, and shapes every pitch around it. Then it tracks your deck and keeps every conversation moving, from first email to term sheet.

Investors who actually back companies like yours
Every pitch shaped around how that partner decides
Your whole round on one board
Seed round · $2.5MExample · 34 funds in play
CONTACTED · 21
Harbor Lane
Priya Nair
Fieldstone
Tom Becker
MEETING · 9
Northwind Seed
Read deck 3 times
Alder & Moss
Rachel Kim
DILIGENCE · 3
Cobalt Point
Replied today
TERM SHEET · 1
Meridian Row
Longest on traction slide

Use it wherever one good relationship is worth the effort.

Raise money
Find the investors who fit, pitch each partner the way they think, and keep every conversation moving until the round closes.
Win business customers
Reach the decision-makers at the companies you want, with messages about their problems, not your product.
Win back past customers
Reconnect personally and give them a reason to return. A dental practice can reach every patient who hasn't booked in a year.
Build partnerships
Find the businesses that already serve your customers, and start the conversations that turn into referrals.

Questions people ask before joining.

When can I start using it?

We're opening HandShake in small groups. Join the waitlist, and when it's your turn we'll get in touch and invite you to a presentation.

Isn't this just another AI writing tool?

No. Writing is the last step. Before it writes, it knows your business, your goal for the group, the person, their organisation and a plan for the account, and every draft is checked against rules like "could this be sent to anyone else?" before you see it.

Can it really replace my CRM?

Yes. Contacts, organisations and deals on boards with your own stages, custom columns, bulk editing, and every email, LinkedIn message, text and meeting in one timeline. Bring your contacts in from a spreadsheet, and take them out whenever you like.

Will the messages sound like me?

Yes. It learns from how you write and from every edit you make. Corrections you repeat become rules you can see and change.

Which channels does it cover?

Email, LinkedIn, text and WhatsApp. Every conversation your team has with each person sits in one timeline, with calendar meetings included.

Will my emails end up in spam?

Everyday messages go from your own email. For large lists, thousands of people at a time, it sends from separate, warmed-up addresses so your main email stays safe.

Who can see my contacts and messages?

Only your team, and only the contact groups you give each person. The owner sees everyone's activity; each person sees their own numbers.

What does it work with?

Gmail and Google Workspace, Google Calendar, Google Drive, Slack, LinkedIn, Google Messages and iMessage.

What does it cost?

Joining the waitlist is free. Pricing will be announced before we open.

Cover ten times more ground. Join the waitlist.

HandShake isn't open to customers yet. We're opening it in small groups. Join the list and we'll be in touch when it's your turn.

Free to join. Takes under a minute.