FAQ
Frequently asked questions.
- What is Ridge?
- Ridge is sales intelligence infrastructure for financial services firms. It operationalizes coverage, signals, and relationship data into a single operating system used by deal teams across private equity, venture capital, wealth management, M&A advisory, and private credit.
- Is Ridge a CRM?
- No. Ridge is the intelligence layer above CRM. Most clients run Ridge alongside DealCloud, Salesforce, Affinity, or a similar system of record.
- What firms use Ridge?
- Sponsor teams, wealth managers, M&A advisors, private credit lenders, and asset managers who treat business development as an operating function rather than a network-only motion.
- What data does Ridge ingest?
- Public filings, news, hiring patterns, fund and capital data, conference and event information, and licensed third-party sources. Ridge does not process MNPI; counterparty intelligence is operationalized from public and licensed inputs.
- Can Ridge integrate with our CRM?
- Yes. Ridge is built to complement vertical and horizontal CRMs.
- Does Ridge support compliance-sensitive workflows?
- Yes. All activity is logged with a clear audit trail; firms control which third-party data is connected.
- How is Ridge different from a data provider?
- Data providers feed Ridge as one signal source among many. Ridge is the workflow and intelligence platform that operates on those data sources.
- Where do I see Ridge in action?
- Visit joinridge.co to request a working session with the team.
Talk to the Ridge team.
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