annieBD Intelligence
Prepared for you

This is Annie, running.

A working copy of Annie, running on example data. Nothing to sign into.

i Click any marker to see what that part does.
app.meetannie.ai · Overview ← Click anything
annieBD Intelligence
Daily
Recruitment
Good morning, Jordan
Monday 7 September
?
3 signals need a response today. Here’s the shape of your day.
Annie is working from your account’s live signals only.
Your LinkedIn export is four months old. Bring in a fresh Connections.csv and Annie will diff it against February and flag everyone who has changed job since.
Needs your attention
Amira Farouk
Meridian Power & Water
urgent
Erwin Vogel
Ledger Peak
urgent
Layla Nasser
Calder Renewables
this week
Today’s schedule
Nothing on the calendar today.
Latest intelligence
LPLedger Peak closes AED 1.4bn infrastructure fund · you know 6 people there
CRCalder Renewables raises AED 190m Series C · you know 5 people there
BBBarrowfield Bank placed under FCA review · you know 3 people there
Jobs by status
Active 3On hold 0Filled 0
Intelligence Feed
What moved in your markets, and how you get in.
Contact lookups
150 left
Live role at a company you knowLive role · in your contacts · never contacted
M
Rowan Mistry Connected 14 Mar 2019
Chief of Transformation & AI · Meridian Sovereign
Meridian Sovereign is advertising a Head of Data & AI, which sits directly under Rowan rather than under HR. He is one of two C-suite people you know there, and nobody has been called.
r.mistry@meridiansov.com Guess

Built from meridiansov.com, using the initial + lastname format that an address you already hold at this company follows. Not confirmed: treat it as a lead, not a fact. If it bounces, that is the answer.

You know 2 other people at Meridian Sovereign
Layla Nasser · Group Head of Strategy
31 emails between you. Last one six weeks ago.
Priya Raman · Financial Controller
Connected 2021. Never contacted.
2 more chosen for today, then 621 waiting in the queue.
Contacts
798 contacts in your network
Import contacts+ Add Contact
NameCompanyTitleStatusActions
Warm 41 contacts
Calder RenewablesGroup Head of StrategywarmEditDelete
Meridian Power & WaterGroup CEOwarmEditDelete
Cold 757 contacts
Meridian SovereignChief of Transformation & AIcoldEditDelete
Aegis Energy GroupGroup Financial ControllercoldEditDelete
Ledger PeakDirector, Corporate FinancecoldEditDelete
Click any row. Notes are written from your mailbox, so you never log a call to keep this current.
Companies
630 companies
+ Add Company
Click any company. Annie ranks this list by where you know the most senior people.
BD Pipeline
4 deals tracked
+ Add Deal
AED 1,165,500
Pipeline Value
Fees on your open Jobs & Mandates
AED 455,000
Won
Fees on your filled Jobs & Mandates
4
Active Deals
across 4 clients
OpportunityStageFeeClose
Meetings
3 logged, 2 upcoming
+ Log Meeting
Amira Farouk
Group CEO · Meridian Power & Water
4 Sep
Outcome. Briefed on the CFO seat. Proposal to follow.
Next. Send the proposal by Monday. She wants two names inside it, not five.
Erwin Vogel
Director, Corporate Finance · Ledger Peak
2 Sep
Outcome. Wants two more names before shortlist.
Next. Sara Haddad plus one. He is nervous about anyone without fund-side experience.
Layla Nasser
Group Head of Strategy · Calder Renewables
28 Aug
Outcome. Series C closing. Revisit in October.
Next. She said to come back once the round is announced. It has been.
Log your BD calls and meetings here, outcomes and next steps included, so your pipeline reflects what’s actually being said.
Tasks
4 open, 2 overdue
+ Add Task
TaskAgainstDueStatus
Send Meridian the CFO proposalAgreed on the call, 4 SepMeridian Power & WaterToday
Two more names for Ledger PeakErwin asked on 2 SepLedger PeakTomorrow
Reference Daniel CrossBefore the Meridian shortlist goes outFalcon National Energy10 Sep
Re-import LinkedIn connectionsAnnie diffs it against February and flags job movesN/A1 Oct
Ask Annie
Your personal BD intelligence assistant
Morning Jordan. I have a live view of your mandates, your bench, the companies you watch and every signal you have not actioned yet. What do you need?
Jobs & Mandates
3 open, 0 closed
+ Add Job
Group Chief Financial OfficerActiveEditDelete
Meridian Power & Water · Energy & Utilities · Retained
★★★★☆
AED 1,320,000Fee: AED 396,0003 candidates shortlisted
Head of Corporate DevelopmentActiveEditDelete
Ledger Peak · Financial Services · Retained
★★★☆☆
AED 825,000Fee: AED 247,5002 candidates shortlisted
Chief Commercial OfficerActiveEditDelete
Calder Renewables · Energy & Utilities · Contingent
★★★★★
AED 990,000Fee: AED 297,0002 candidates shortlisted
Candidates
9 candidates, 8 active
📥 Bulk import CVs+ Add Candidate
9
Total candidates
8 active
2
Interviewing / offer
hot pipeline
1
Placed
all time
New2 candidates
NK
New
Head of Finance · Meridian Power & Water
AED 705,000Available immediately
📍 Abu Dhabi, UAE🏢 Energy & Utilities🌍 Emirati
Email📄 CVEditAsk AnnieDelete
CR
New
Group Financial Controller · Aldridge Power
AED 825,0002 months notice
📍 London, UK🏢 Energy & Utilities
Email📄 CVEditAsk AnnieDelete
Shortlisted4 candidates
DC
Shortlisted⚠ low counter-offer risk
Finance Director · Falcon National Energy
AED 1,155,000Available immediately
💼 Group Chief Financial Officer @ Meridian Power & Water
📍 Riyadh, Saudi Arabia🏢 Energy & Utilities🌍 British
Email📄 CVEditAsk AnnieDelete
MI
Shortlisted⚠ low counter-offer risk
Regulatory Affairs Lead · Crescent Utilities
AED 755,0002 months notice
💼 Group Chief Financial Officer @ Meridian Power & Water
📍 Dubai, UAE🏢 Legal & Compliance
Email📄 CVEditAsk AnnieDelete
SH
Shortlisted⚠ low counter-offer risk
Head of Corporate Development · Crescent Developments
AED 850,0003 months notice
💼 Head of Corporate Development @ Ledger Peak
📍 Dubai, UAE🏢 Real Estate🌍 Lebanese
Email📄 CVEditAsk AnnieDelete
TB
Shortlisted⚠ low counter-offer risk
Head of Strategy · Barrowfield Bank
AED 780,0003 months notice
💼 Head of Corporate Development @ Ledger Peak
📍 London, UK🏢 Financial Services
Email📄 CVEditAsk AnnieDelete
Interviewing1 candidate
PR
Interviewing⚠ low counter-offer risk
Group Financial Controller · Aegis Energy Group
AED 895,0001 month notice
💼 Group Chief Financial Officer @ Meridian Power & Water
📍 Abu Dhabi, UAE🏢 Financial Services🌍 Indian
Email📄 CVEditAsk AnnieDelete
Offer1 candidate
OR
Offer⚠ low counter-offer risk
Commercial Director · Aldridge Power
AED 1,015,0001 month notice
💼 Chief Commercial Officer @ Calder Renewables
📍 Dubai, UAE🏢 Energy & Utilities
Email📄 CVEditAsk AnnieDelete
Placed1 candidate
VS
Placed
Finance Manager · Ledger Peak
AED 495,000
📍 London, UK🏢 Financial Services
Email📄 CVEditAsk AnnieDelete
Invoices
AED 379,500 outstanding, AED 257,000 paid
+ Add Invoice
Annie doesn’t collect payment. Your client pays you directly by bank transfer, and you mark it paid yourself once it lands.
NumberClientForAmountStatus
INV-2026-0001Falcon National EnergyVerity Sandhu placementAED 257,000Paid
INV-2026-0002Ledger PeakRetainer, tranche 1AED 247,500
INV-2026-0003Meridian Power & WaterRetainer, tranche 1AED 132,000
Any currency, with your own bank details and VAT handling, numbered automatically.
Team Performance
Pipeline, meetings and revenue for the example desk.
💼
3
Live jobs
👥
6
Candidates in play
📅
3
Meetings held
📋
1
Terms signed
RecruiterLive jobsPipelineMeetingsTerms signedRevenue
Jj.harper@northgatesearch.com 2 5 in play1 interviewing1 offer 21AED 396,000
Aa.reid@northgatesearch.com 1 1 in play0 offer 10N/A
Solo is one recruiter and their own network. When Annie surfaces a company, she names the people you already know there.
Billing
Solo · renews 1 October
Manage plan
Plan
Solo
$129/mo
Contact lookups
150
of 150 this month, resets 1 Oct
Next charge
1 Oct 2026
Visa ending 4417
DateDescriptionAmountStatus
1 Sep 2026Solo plan$129.00paid
1 Aug 2026Solo plan$129.00paid
1 Jul 2026Solo plan$129.00paid
Cancel any time. You keep access until the period ends. The seven-day trial does not need a card.
Bring your data across
Three ways to get what you already have into Annie, in the order that pays off fastest.
1 · Connect your email
Start here 30 seconds
This is the one that makes Annie work. She reads who you already correspond with and builds your network from it — nothing to type, nothing to import. Every signal in your feed is ranked by how well you know the people involved.
Google or Microsoft · your password never touches Annie · she keeps the note, the subject, who and when — never the message body
Connect email
2 · Upload a contacts export
2 minutes
A LinkedIn connections export, or any spreadsheet of people — for the names that never show up in your inbox. Drop the file in and Annie counts the real job titles inside it, so you pick your desk from what you actually have rather than from a list of sectors.
CSV, XLSX, XLS or ODS — or the LinkedIn archive zip, unopened. Every row is accounted for: imported, parked, or skipped with a reason.
Upload a file
3 · Move from your current system
15 minutes
Candidates, contacts, companies, jobs, placements, billing and notes — out of whatever you use today. Nothing is written until you have seen a preview built from your own file and approved it, and Annie tells you every column that is not coming across before you sign off.
Agency ATSEnterprise recruitment CRMSpreadsheetGeneric sales CRMLinkedIn exportanything else
Choose your system
You do not need all three. Most desks connect email and that is enough to start — the other two are for history your inbox never saw. All three are safe to run more than once: Annie matches on email, name and LinkedIn URL before writing anything, so a second import updates what is already there rather than duplicating it.
Settings
Manage your account and preferences
Your Profile
Full nameJordan Harper
Job titleManaging Partner
Firm nameNorthgate Search
Phone+971 4 885 0112
Emailj.harper@northgatesearch.com
Save changes
Contacts export
Download every record Annie holds for you in one file, with the connected-on and last-emailed dates attached. Uploaded documents are listed in it rather than bundled into it. Your data leaves whenever you want it to.
What Annie will never do
Send anything by itself: a drafted message only goes when you click send, from your own mailbox and your own address. Store the body of your mail: Annie reads a new message once to write the dated note, keeps the note, the subject, who and when, and keeps no copy of the message. Or share a named contact of yours with another customer. Revoke mailbox access from your own mail settings whenever you like.

Seven days, no card, on your own network.

Import your connections, connect your mailbox, and Annie builds the same desk from your own contacts. Annie never sends by itself. No sales call and no onboarding session.

Every name, company and figure in this demo is an example. No real data is shown.