Overview

Transform your inbox into organized portfolio intelligence

Concrete’s email intelligence transforms your inbox into a powerful portfolio management system. By analyzing your communications with read-only access, Concrete automatically organizes, categorizes, and extracts insights from your portfolio company emails.

Concrete only processes emails from portfolio companies.

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Benefits

Focused Scope: Only portfolio company emails are synced. Concrete further filters to only show the most relevant communications.

Smart Categorization: Emails are automatically classified into categories such as company updates, board communications, fundraising materials, or operational content.

Attachment Processing: All files are indexed and searchable. Files are individually categorized into topics like board materials, financial models, and pitch decks.

Link Crawling: Content behind important links is extracted and analyzed. Learn more →

People Tracking: Automatically tags employees and external stakeholders.

Touchpoint Grouping: Related emails are grouped into coherent touchpoints spanning multiple email threads, files, meeting transcripts and notes.

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Getting Started

1. Connect an Inbox

   From Settings → Email Accounts, select an integration to connect your inbox

2. Set permissions

   Choose how much access your team should have

3. Start processing

   Concrete begins analyzing your portfolio communications immediately.

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Integrations

Google Workspace

Connect your Google Workspace (Gmail) account to Concrete. The integration is read-only, so Concrete never sends, modifies, or deletes your emails.

Outlook (Individual Inbox)

Connect your individual Microsoft Outlook account to Concrete. The integration is read-only — Concrete never sends, modifies, or deletes your emails.

Outlook (All Inboxes)

For teams that want to centralize email intelligence across an entire Microsoft 365 tenant, Concrete supports a tenant-wide Outlook connection that pulls messages from every inbox in the organization into a single Concrete user.

Requirements: This connection type must be manually enabled for your workspace. Contact Concrete to request access.

Two-step connection process: The Concrete admin who initiates the connection may not be the same person as the Microsoft 365 admin who can grant organization-wide permissions. To handle this, setup is split into two steps:

1. Concrete admin creates a pending connection in Settings → Email Accounts and receives a shareable link.
2. Microsoft 365 admin opens that link, reviews the requested permissions, and approves — which finalizes the connection and begins syncing all tenant inboxes.

Email Forwarding

Forward any email to Concrete for guaranteed processing

How it works:

• Find your workspace’s unique forwarding email address in Settings → Email Accounts.
• Forward relevant emails to this address.
• Concrete will process and tag the forwarded content regardless of whether or not the sender is a portfolio company.

Email forwarding is a great way to let Concrete analyze and crawl one-off emails from non-portfolio companies.