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Built by Triarch Security

Run your whole operation on one platform.

YourKith unifies CRM, advisory engagements, finance, competitive intelligence, and an AI ops brain, deployed isolated on your own database, white-labeled to your firm. Not a generic sales CRM. The operating system for advisory and security firms.

1
platform, not five tools
100%
per-customer DB isolation
your brand, your domain
acme-advisory.yourkith.ai
Wita · Ops Brain honesty-gated
“Which active engagements are at margin risk this quarter?”
2 of 7 engagements trend below target margin. Evidence: time entries + invoice pacing. Sources: 4 citations · confidence: high
CRM
Finance
Intel

Illustrative interface, not actual customer data.

Purpose-built for advisory & security firms

Placeholder, logos shown are category labels, not real customers.

The shape of the thing

YourKith is an intelligence cycle.

Not a database with reminders bolted on. Turning raw signal into a decision has a shape, and it has had the same shape for a long time: you decide what you need, you collect it, you make it usable, you turn it into judgement, you get it to whoever acts on it, and then you let what happened next change how you do all of it. Six stages, one loop. Every part of this platform sits at a named stage, including the parts that are still thin.

01 Direction

Somebody has to say what matters

You define who you're trying to reach, and you set one number, the "working with" window, that decides what counts as close. Every band below it is a fixed multiple, never a second dial that can drift out of agreement with the first.

Which modules run, which sources connect, and what the platform is allowed to spend are deliberate, admin-set decisions, and the governing rules are readable rather than folklore.

The honest read: today this stage shapes how signal is scored and ranked once it arrives. It does not yet decide what gets collected. Connectors sweep a time window and the profile sorts out what landed. That ordering is the wrong way round, and it is why relevance has to be re-decided by a gate at every downstream seam.

02 Collection

Signal from where it already lives

Connectors drain on a schedule and write with provenance, so every row knows where it came from. You do no data entry; the corpus is the exhaust of work you were doing anyway.

The honest read: collection is the youngest and least even part of the cycle. Reasoning can only ever be as good as the roster it was handed, and a meeting captured before we persisted its attendee list is a meeting the resolver cannot reason about.

Live today: Gmail · Google Calendar · Slack · Zoom · Granola · Fathom · Mercury · QuickBooks
On request: Outlook · Outlook Calendar · HubSpot

03 Processing

Raw signal becomes a resolved person

This is where most relationship tools quietly fail. Identity lives in one durable identifier index, and employment history is append-only, so it is never overwritten. Records fold together only on a shared verified, non-role identifier, because a wrong merge is the one mistake a later pass cannot detect and undo. A matching name is never enough.

And nothing reaches a shared surface ungated: every source runs through a declared, tested relevance gate before it can put a single row in front of you.

Durable identifier index · append-only employment · merges adjudicated by a human

04 Analysis

Resolved entities become judgement

One classifier turns recency and tie-existence into a single word, working, cooling, dormant, or network, and the graph, the directories, and the health scoring all read that one value. There is no second definition to disagree with it.

On top of it sit company and contact intelligence, ratings, briefs and competitive battlecards. Every enriched fact must carry a source; an unsourced claim is held rather than quietly committed.

One tie-state classifier · provenance gate on every enriched fact · explainable scoring

05 Dissemination

Put it where the decision gets made

A daily briefing, one insights surface, the directories, the relationship graph, and a single triage queue where everything that needs you lands. One inbox, not one per source.

And Wita: chat over your own corpus. When an answer is grounded in your records it carries numbered citations that deep-link to the record each one rests on, and a citation that cannot be resolved to a real page renders flagged rather than being given a fabricated link. When there is nothing to cite, it says it does not know instead of guessing.

Briefing · Insights · Relationship graph · Triage · Wita, with resolvable citations

06 Feedback

A loop, or it's only a pipeline

Every triage decision is recorded. A source you keep dismissing as genuinely irrelevant stops filling your queue, but only once it has proven noisy on a real sample, never off a handful. Dismissing something because you had already handled it never counts against the source; it was relevant, you just dealt with it.

Reject a proposed merge and that pair is never proposed again, and the thresholds tighten upward only, never loose enough to let a bad merge through.

The honest read: feedback is real and wired, but it is the newest stage. Today it learns to suppress and to tighten. Learning to promote is ahead of us, not behind.

Why say it this way? Because it is the difference between a tool that stores what you typed and one that closes a loop. It also makes the weak links findable instead of flattering, on this page, in this order, you can see which stage we would defend and which one we are still building.

The platform

One codebase. Your entire operation.

Every part of running your practice, in a single versioned system that's deployed isolated and white-labeled to your firm.

One platform, not five tools

CRM, engagements & CAB, finance and billing, intelligence, and ops automation, unified. Stop stitching together a stack and reconciling it by hand.

Per-customer isolation

Each deployment is a dedicated instance with its own database. No shared tenant tables, no row-level guesswork, isolation as a sellable feature for security-minded firms.

Wita, the AI ops brain

An agentic layer that answers questions about your operation with citations and an honesty gate, it says “I don't know” instead of guessing. Built-in competitive intelligence keeps every account current.

Competitive intelligence

Continuous, evidence-backed company and market intelligence woven into every account and engagement, battlecards, ratings, and signals, not stale notes.

White-label, your domain

Your brand, your colors, your domain. The same versioned codebase runs your operation under your identity, multi-tenancy lives in the deploy pipeline, not the data model.

Connectors built in

Gmail, Google Calendar, Slack, Zoom, Granola, Fathom, Mercury, and QuickBooks, live today. Every signal that can reach a queue passes a relevance gate, enforced by a check that fails our build on any ungated write. Noise stays searchable; only real work surfaces.

A relationship graph that admits what it doesn't know

Who actually knows whom, how strongly, how recently, and which way the relationship runs. Where the signal supports a direction, it is measured. Where it doesn't, the edge says unknown rather than inventing a plausible answer, because a confident guess about your network is worse than an honest gap.

It only asks what it can't work out itself

The review queue is for genuine ambiguity, not for work the platform could have done. If it can resolve something from evidence it already holds, it resolves it. Your attention is the scarcest thing in the firm and it gets spent accordingly.

Why one platform

Replace the whole stack.

Most advisory firms run their operation across five-plus disconnected tools. YourKith is the single system that does the job of all of them, with the data joined up.

The stack it replaces

  • A generic sales CRM that doesn't model engagements
  • A separate project / engagement tracker
  • Spreadsheets for billing, invoices, and margin
  • Ad-hoc research docs for competitive intel
  • A pile of point integrations stitched by hand
  • Nothing that answers “what needs my attention?”

Five tools, five logins, five sources of truth, and the gaps between them.

YourKith

  • CRM purpose-built around advisory engagements & CAB
  • Engagement lifecycle: deal → contract → delivery
  • Finance & billing with real margin, in the same data
  • Competitive intelligence on every account, always fresh
  • Connectors with relevance gates, not noise floods
  • Wita answers “what needs my attention?” with citations

One platform, one login, one source of truth, joined up.

Isolation by design

Your data never shares a table with anyone.

YourKith is deployed as a dedicated instance with its own database per customer. There is no shared multi-tenant database, no tenant-ID columns to misconfigure, and no row-level security to get wrong. The application code stays single-tenant; isolation lives in the deploy pipeline.

  • Dedicated database per customer, physically separate data, not logically partitioned.
  • No shared tenant model, nothing to leak across customers because nothing is co-mingled.
  • A security firm's product, isolation is the differentiator, treated as a feature you can sell to your own clients.
Customer A
own instance · own DB
Customer B
own instance · own DB
One versioned codebase
deployed isolated · white-labeled per customer

Connects to where your work already happens

Signals flow in, get gated for relevance, and surface only what matters.

Live today

Gmail Google Calendar Slack Zoom Granola Fathom Mercury QuickBooks

On request

Microsoft 365 Outlook Calendar HubSpot Microsoft Teams Salesforce

Solid chips are shipping and can be switched on in your deployment today. Dashed chips are ones we build on request, tell us which you need. A one-time HubSpot import is available now even though the live HubSpot sync is not.

How it works

Up and running in three steps.

From a dedicated, branded deployment to a live operation running on your own data.

  1. Deploy your instance

    We stand up a dedicated, isolated instance on its own database, white-labeled to your firm's brand and domain.

  2. Load your data

    Connect your tools and migrate your accounts, engagements, and finance. Intelligence backfills so every record arrives current.

  3. Run your ops

    Work engagements, bill clients, track margin, and ask Wita what needs attention, all in one place, on data you own.

You're born with kin.
You build YourKith.

Kith is an old word for the people you choose, the ones you gather over a working life. This is the platform that keeps them, so the relationships your firm built don't quietly go cold while you're busy.

See YourKith running your operation.

Book a walkthrough tailored to your advisory or security practice. We'll show your operation in one platform, isolated, branded, and intelligent.

Or reach us directly at mike@triarchsecurity.com