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Lainy Painterleft a comment
I love that Carry puts business owners in charge (literally, lets you select any asset) but solves the tax complexity problem.
CarryGrow your net worth with smart tax optimization
Lainy Painterleft a comment
Excited for companion mode!
Fellow 4.0Run productive and efficient meetings, seamlessly
Lainy Painterleft a comment
Love meeting planning in Fellow. It lets me prep for my day the night before and jump into context when a meeting starts. It also keeps me from sending one-off, non-time sensitive requests to teammates because I can jot down a reminder to ask in our next 1:1.
Fellow’s Desktop tray appVisualize & manage your meetings with the click of a button
Lainy Painterleft a comment
Love the ability to pre-write templates when making asks of folks. Makes it super simple and fast to leverage your network.
CabalGet more out of your investors and advisors