For those who sell on trust

Rapport helps relationship sellers win every relationship — every detail remembered, every note captured, every follow-up kept, every reconnect well-timed.

It syncs with your email, meeting notes, notes taken right in Mash, external data sources, and more — so every relationship stays current on its own.

Private to you·Portable·Yours to keep
The problem

You have more relationships than anyone could keep up with. So people fall through the cracks.

Clients, leads, referral partners — hundreds of them. But you can only actively remember a handful, so the rest quietly go cold. Not because you don't care. Because no one can hold hundreds of relationships in their head.

1

You actively keep up with ~10. The hundreds of others slowly go anonymous.

2

And you don't notice they've slipped — until they're already gone.

The rolodex

Not your Grandpa's Rolodex.

A card for every person you know — except this one reads, listens, and updates itself. Your whole relationship, in one living view.

LinkedIn Last text Recent email Family & interests
Elena Marchetti
Marchetti Capital · Client, 6 yrs
Live
Michigan alum Sailing Barolo Owed: tax intro
Reach out nowtoday
Maya's startup just closed a seed round. Perfect, personal reason to reconnect.
inLinkedIn2d
"Thrilled to share Marchetti Capital just closed our largest fund yet…"
@Recent email5d
Re: Q3 review — "Let's grab dinner when I'm in town."
Last text1w
"Thanks again for the Barolo rec — it was perfect 🙂"
XPosted on X3d
"Best sailing conditions on the bay all year."
Family
HusbandThomas · anniversary in May
DaughterMaya · founder, just raised a round
People & relationships

Know everyone like you never lost touch.

Walk into any conversation already knowing their story — shared history, what they care about, what you last promised.

One living profile per person — history, family, open threads.
Ground truth to start, pulled from the web, LinkedIn, X, your CRM, and Apple Notes.
Surfaces what you share — and why now's the time to reach out.
Living profileClient · 6 yrs
Client · 6 years
Elena Marchetti
Marchetti Capital
Last meeting Your notes · Aug 12
Told you about a sailing trip to Croatia she took back in July — crewed a friend's boat.
Shared history CRM
Both Michigan alums · introduced by Dana Cho in 2019.
Family LinkedIn
Husband Thomas · daughter Maya, founder of a fintech startup.
Open thread
You still owe her the tax-advisor intro.
Capture & keep it current

After a meeting, just talk — or paste your notes. Rapport does the filing.

However you capture it, Rapport reads it, updates the right contact, and sets your follow-ups automatically. Voice notes, a photo, a line you typed on the walk to your car — any format, any tool. So easy you'll actually keep it up.

Take a note or capture a detail — however you like, wherever you are.
It's auto-filed to the right person, added to your task list, and remembered forever.
Then sync to your CRM — keep it private, or decide exactly what and how to share.
Captured on mobile
"Lunch w/ Marcus — his son Leo just started hockey. Send him the fleet deck."
VoicePhotoNote
Filed & synced
Rapport · Desktop
Added to Marcus WebbProfile
Send the fleet deckTasks
Son's name is LeoNever forget
Sync to your CRM
You choose what syncsKeep private
What it does for you

People-first. Superpowered.

It puts your entire network to work — surfacing the right move for every relationship, automatically. The tireless part of the job, finally done for you.

Re-engage at scale

One headline. 14 personal notes. Sent before lunch.

Rapport reads the news, finds the exact people who care, and writes each of them a different note — tied to what they told you. The outreach you always meant to do, done.

The WireToday · Markets
SpaceX confirms 2026 IPO timeline
Matched to 14 clients who told you they're bullish on private space — from your notes & call transcripts
14 tailored drafts ready
"Saw the SpaceX news — instantly thought of the Starlink thesis you laid out last spring…"
Send allReview each
0:12You: …so the fee structure —
0:14Elena: honestly the fees felt high last quarter.
0:15You: let's circle back next time.
From your last call — never resolved.
Brief ready · 2:00 with Elena
Open with her fund win (LinkedIn). Then resolve the fee — propose the tiered structure. Don't forget the tax intro you owe.

It prepped while you slept.

Every meeting, briefed before you sit down — pulled from your calls, their posts, and your inbox.

Knicks vs. Celtics
MSG · Tonight
×2
Admit
Landed in your inbox 20 seconds ago.
Top invite, ranked from your whole book
Priya Shah — Knicks superfan, quiet 90 days, sent you two referrals. Invite drafted: "Got two for the Knicks tonight — been too long. Join me?"

The perfect invite, instantly.

Last-minute seats become your best relationship move — ranked by interest, timing, and who's worth it.

Watching for youYour rules
Match found — a document mentions Meridian Corp taking on major new debt.
You told it: "flag anything about my key accounts."
3 people it affects — cross-checked vs your book
It connected the news to the exact contacts who'd care. 3 notes drafted with your take — reach them before anyone else does.

Tell it what to watch for.

Point Rapport at any account, topic, or source — competitors, news, filings — and it flags every match and maps it to the people who'd care.

0:06
"Send that muni-bond piece to anyone who'd care."
9 drafts lined up
Found 9 high-bracket clients who've asked about munis. Each note different, in your voice, referencing your last chat. Just hit send.

Say it once. It does the rest.

A passing thought becomes a dozen tailored, ready-to-send notes — no copy-paste, ever.

Obituaries
Prof. Arun Neel, 79 Raj's mentor
Caught overnight, buried in a local paper.
A note that matters — drafted
"Raj — so sorry to hear about Professor Neel. I know how much he shaped your path…"

Be the one who remembered.

A promotion, a raise, a loss — surfaced overnight with a human, perfectly-timed note ready to go.

Ninaraising a round
+
Danaangel, dry powder
A match hiding in your own network.
Double opt-in intro drafted
You know them both. Be the person who made the connection — two grateful clients, one message.

The intro you'd never have thought to make.

It spots the matches hiding in your network and sets up the introduction that makes you invaluable.

…and a growing library of AI automations built for how your industry actually works.

Who it's for

Built for anyone who sells on relationships.

If your book of relationships is the business, Rapport is for you.

Wealth managers & advisors

Keep every client and prospect warm across decades-long relationships and life events.

Real estate agents & brokers

Commercial or residential — stay top-of-mind with buyers, sellers, and tenants long between deals.

Investor relations & fundraising

Track every LP, allocator, and stakeholder — who's engaged, who's gone quiet, what they want.

Agency owners & founders

Nurture clients, partners, and pipeline as your network outgrows what one person can hold.

Insurance & mortgage brokers

Never miss a renewal, rate window, or life change worth a timely, personal call.

Consultants & dealmakers

Turn a lifetime of contacts into introductions, referrals, and repeat business.

Different fields. Same edge: the person who remembers wins.

How it works

Quietly brilliant, entirely yours.

Set it up once. From then on, it works in the background — and everything it learns belongs to you.

01

A living picture of everyone you know

It keeps each person's story, your shared history, and what you have in common up to date — drawing quietly from your integrations so the rolodex is never stale.

02

Yours to keep

Your book is yours — private from the company CRM, safe from poaching, and it travels with you if you ever leave. Sync only what you choose to keep the team informed.

03

Tuned to what matters to you

Shape your canvas and your prep around what you care about — the signals to watch, the people to prioritize, the way you like to reach out. It works your way, because it's about you.

04

Always on

It works in the background: flagging who's gone quiet, spotting reasons to reach out, remembering what you promised, and drafting the next note for you.

Get started

Bring your whole book in. Start winning with it.

3,000 free credits to start — no card required

Plus personalized onboarding: we'll help you bring your whole network in and set Rapport up around how you actually work — so you're getting value from day one.

Built by Mash
About

Powered by the team at Mash.

Rapport is built by Mash — a team of AI engineers who've shipped production AI at some of the hardest scales in the industry. Now we're bringing that craft to what actually grows your business: your relationships.

Built by people who've shipped AI at scale at
GoogleAmazonAdaZowieAccentureD2LRakuten KoboCourse HeroDayforce
Visit mash.com →