Help guide
How ProximityIntel works
53 short articles covering every tool, on the phone and the laptop. The same guide is inside the app under Help. Updated 10/19/2026.
Start here
What ProximityIntel doesIt answers the questions a business development team asks out loud, from the federal record, with the evidence attached.Set up your firm profileYour profile drives every ranking, match and suggestion in the app.Getting around on your phonePhone onlyFour sections across the top, and your account under your initials.Getting around on a laptopLaptop onlyThe home screen, the strip of icons down the left, and how results are laid out.Phone or laptop: which to use for whatOne account, two tools. The phone is for the floor and the field; the laptop is the full workspace.
Find firms
Browse the map without a searchLook around for free. Browsing never uses an AI smart search.Search for firmsSay what the firms do and where. Each search uses one AI smart search.What counts as an AI smart searchRunning a search does. Browsing, filtering and reading do not."Use my location" does nothingPhone onlyYour browser is blocking location for the site. Here is how to turn it on.Filter a resultFilters narrow what is already on screen. They are free and they undo."With evidence" and sector-only matchesSome firms match because of what they have done or said. Others only share an industry code.Map layers: HUBZones, bases, districts and moreTurn on the boundaries and facilities that matter to the question.Read a firm: awards, certifications, relationships, contactsOpen any firm for the full record.The relationship networkLaptop onlyWho has worked with whom: primes, subs, mentors, corporate families and contract vehicles.Download results as a spreadsheetLaptop onlyTake a result, a partner list, a team or a floor into Excel.Save a search and run it againSave on the laptop, re-run from either.
Find partners and build a team
Teaming: partners ranked for your firmYour capability profile is the question. The answer is who fits and who can introduce you.Add your past partnersThe firms you have actually worked with. They sharpen rankings and unlock warm introductions.Saved firms, tags and notesYour running list of firms worth remembering, from anywhere in the app.Build a team sheetLaptop onlyLine up the firms you are considering and see what the team covers.
Conferences and events
How a conference floor is ranked for youEvery exhibitor is scored against your firm, so you know which booths are worth the walk.Plan your walk: Review, Go, Maybe, Skip, MetDecide before you land. The floor then becomes a route.Scan business cardsPhotograph a card and it becomes a contact, filed under the event and linked to the firm.Take notes by voice or typingSay it while you are still standing there.The floor map and the venueSee where your booths are, and where the exhibitors came from.Take your floor home as a spreadsheetThe whole ranked floor with your flags, notes and scanned contacts.The AI teaming read on a boothA ready-made prompt built from the evidence, for the AI you already use.Add your own event, or ask us for oneIndustry days and meetings, and conferences we have not loaded yet.Seeing your phone's notes and cards on the laptopIt is one account. What you capture on the floor shows up on the laptop on its own.
Ask and analyze (laptop)
Ask AnythingLaptop onlyAsk a real question. Get an answer with its sources, or an honest "we do not have that".Area Recon: a brief on any placeLaptop onlyPick a point and a radius and get a written read of the contracting landscape around it.HUBZone Validator and checking an addressLaptop onlyIs an address in a HUBZone, and does your firm meet the two HUBZone tests?Check a whole list of addressesLaptop onlyUpload a file and get zone status and the contracting picture around every address.Research lenses: look at the market as another firmLaptop onlyRank a floor or run Teaming as if you were a client, a partner or a competitor.Shortcuts in the search boxLaptop onlyType / for commands.
Plans and billing
Guest, Event Pass and Vantage: what each includesThree ways in, from free to everything.The Event Pass$49 once, for one conference. What you get, how long it lasts, and what stays yours.Your $49 pass counts toward VantageMove up before the pass ends and the $49 comes off your first bill.Founding seatsA lower rate, locked for as long as you stay, and the concierge desk.Your share linkFounding members can send a link. Nothing is paid for it; we keep count.The concierge deskHand us the question. A person runs it and sends you a sourced report.Check one list of addresses without a subscriptionLaptop only$15 plus 5 cents an address, paid once.Your usage and when it resetsWhere to see what you have used this period.Toppers: more when a meter runs out$12 adds another block. No plan change.Switch between monthly and annualOne tap, confirmed on Stripe, with what you already paid credited.Cancel, and what happens to your dataCancel any time from the billing page. Your work stays in your account.Refunds and billing questionsAsk us. A person answers.
Connect an assistant or the API
PI Connect: ProximityIntel inside your AI assistantAdd PI to claude.ai, ChatGPT, Claude Desktop, Claude Code, Cursor or any MCP client. Three free questions, no account.The API: keys, plans and what it coversLaptop onlyKeyed HTTPS access to the same answers the app gives, for a partner system or your own tools.
If something is not working
Something looks stuck, old or missingThree quick things to try, then send it to us.Tell us something is wrong, or what you wish it didAn assistant for quick answers, and two ways to reach a person.Emails we send youA short list, all from reports@proximityintel.ai.Where the data comes fromPublic federal records, joined and kept current.
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