The firm’s private second brain.

EXO securely brings together a member’s own email, calendar, and documents — with their explicit permission — to build a private, searchable knowledge base, paired with research and relationship tools. Access is by invitation only.

Capture what matters

With your explicit permission, EXO connects to your own email, calendar, and document tools and pulls in the context you choose — nothing more. You stay in control and can disconnect any source at any time.

A private second brain

Everything you bring in is organized into a personal, searchable knowledge graph of people, organizations, and documents — visible only to you and the people you deliberately share with.

Research & relationships

Ask questions across your own knowledge, draft research memos, and keep a living CRM of the relationships that drive the firm — all in one workspace governed by human approval.