Keep every investor update, client thread, and half-formed idea in one place. Trace remembers what you discussed and turns it into tasks, so nothing depends on you remembering to write it down.
Running solo means every job is your job: the investor call, the client proposal, the half-written idea from a shower thought, all living across a dozen browser tabs with no assistant to hand any of it to. Say you just got off a call with a client about scope changes: instead of opening a notes app to write yourself a reminder, you just say what you need to do in the sidebar, "send the revised scope by Friday, follow up on the deposit next week," and Trace turns it into tasks on its own. Ask "what did we agree with [client] last month" before the next call and get the actual thread back, not a guess from memory.
It's not a CRM, it's a memory layer underneath whatever you already use: it remembers what you read and discussed, and turns commitments made in chat into tasks automatically, so you're not re-entering the same information twice.
Yes. Everything indexes locally on your device by default. Cloud sync is opt-in, and Trace can run 100% offline with a local model via Ollama if you never want anything leaving your machine.
The knowledge graph tracks how each contact, company, and conversation connects, so asking about one client surfaces only what's relevant to them, not everything you've ever discussed with anyone.