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The Partner Ecosystem is your workspace-level view of every partner relationship and every account you’re tracking. It lives in the left sidebar under Partner Ecosystem. Partners added to any event collab appear here automatically. You don’t need to add them twice.

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Two ways to work with a partner

You do not need the other side to sign up before you get value.
  • Invited partners. The partner has their own heyBTW workspace. Each side maintains its own account list, and mapping reflects both. Overlap is confirmed by both parties.
  • Portfolios. You upload the company list yourself and work from it immediately. Nothing is required of the other side. Accounts brought in this way carry the Portfolio status.
Portfolios are how you start. Click Invite on a partner at any point to bring them in properly, and the mapping you already built stays.
A portfolio is a list you maintain on someone else’s behalf, so it is only as current as your last upload. Once a partner is invited and maintaining their own list, mapping reflects what they actually have rather than what you believe they have.

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Partners tab

Your partner list shows every company in your ecosystem. Each shows their name, domain, and logo. Use Show Hidden to reveal or hide inactive partners, and + Add Partner to add one. Click any partner to open the account mapping view for that relationship.

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Account mapping

The mapping view is one partner at a time. The header shows their list size and freshness, for example Signalfire’s account list: 114 companies, Updated 7/18/2026, alongside Last sync, an Activity log, and an Invite button if they aren’t in yet.

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Perspective

The Viewing as badge names whose side you’re looking from. Use the switcher in the top right to flip between your view and the partner’s. Same accounts, different vantage point, which is what makes a joint account review possible in one screen.

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Working from

Working from sets which accounts the whole view operates on. Pick any List, or View Global list to work from your full workspace set. The selector groups lists by where they came from: Partner Ecosystem, Agent, and Manual. Every filter, column, and metric below scopes to whatever you pick, so this is the first control to set, not the last.

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Upload Portfolio

Upload Portfolio brings in a set of companies you want to track against this partner without the partner uploading anything. This is the entry point for VC portfolios, accelerator cohorts, and any partner whose account list you can assemble yourself.

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Filters

Open Filters above the table. Play presets are one-click filter combinations for the two most common jobs, Shared prospects and Make intros. Each shows its match count so you can see whether the play is live before you run it. Dropdowns
  • View. Which slice of the partner’s accounts to show.
  • Overlap. Narrow to accounts appearing on both lists, or widen to all.
  • Vertical and Region. Your workspace taxonomy, configured in Settings.
  • Next Step. Pipeline progression status.
  • Business Type. Account relationship category.
Status toggles
  • Your status. Customer, Prospect, Partner, Unqualified, and Portfolio, each with a live count.
  • Partner status. The same idea from their side, showing how they classify the same accounts.
A footer shows how many filters are active and how many rows are showing, with Clear all to reset.

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The table

Each row is a company. Columns:
  • Company. Name and domain.
  • Your column. How you classify the account, shown as a status badge.
  • Partner column. Their classification, with its own list selector so you can compare against a specific list of theirs.
  • Status. The overlap verdict for this account. Confirmed means both sides have it. Theirs only means it’s on their list and not yours, which is the new-logo opportunity.
  • Events. Which of your events this account’s contacts have attended.
  • Next Step. Editable inline. Click Add status to set one.
Use Manage Columns to change which fields appear.

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Coverage and Pipeline

The bar at the bottom of the table is the point of the whole screen. Toggle between two lenses. Coverage answers whether you have actually reached the accounts available to you:
  • Penetration. The share of the working set you’ve reached.
  • Coverage. How many accounts you’ve reached, out of the total.
  • Multi-touch. Accounts reached more than once.
  • Never reached. Accounts with no touch at all. This is usually the number that starts the conversation.
Pipeline shifts the same accounts onto revenue. Coverage leads by default, because for most partnerships the honest first answer is that a large share of the partner’s list has never been touched.

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Save as List

Save as List turns whatever the table is currently showing into a reusable List. Filter down to the accounts you care about, save, and the list is available for invites, follow-up, and agents without rebuilding the query. This is the loop: map accounts, filter to the play, save the list, send the invites, and the attribution comes back to the same partner record.

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Activity

Activity shows recent changes and status updates on this relationship, so a joint review can start from what moved since last time.

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Common setups

  • Partner manager at a startup. You have a handful of partners and no leverage to make any of them adopt a tool. Upload each one’s account list as a portfolio, work the Coverage lens, and invite the partners who engage.
  • VC and accelerator ecosystems. The portfolio is the account list. Upload it, map it against your customers and pipeline, and the Never reached number tells you which portfolio companies have never been in a room with you.
  • Established co-marketing partnership. Both sides invited, both maintaining lists, Confirmed overlap on both columns, and Pipeline as the working lens.

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Global Prospect List

Your master list of target companies at the workspace level. This is how you know which event attendees to prioritize. If someone registers for your event and they’re on your prospect list, you know they matter. Each row shows Company, Relationship, Source, Vertical, and Events. Adding prospects. Click Sync Events to pull in companies from your connected event platform, Upload CSV to import a target account list, or + Add Prospect for individual companies. CSV format, max 5MB. Headers: company_name, website_domain, vertical, region, relationship. Click Download Template in the upload modal for a pre-formatted file. Upload your existing customer list here too. Tagging accounts as Customer versus Prospect is what lets you see at a glance whether an event attendee is a new logo or an existing account.

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Settings tab

Configure your ecosystem taxonomy. These settings apply across the workspace and define the labels, colors, and categories used in account mapping and in the filters above.
  • Verticals. Industry categories, for example Fintech, Gaming, Health & Wellness.
  • Regions. Geographic regions, for example LATAM, NAM, EMEA.
  • Business Types. Account relationship categories with custom labels, codes, and colors. Defaults are New Business, Existing Customer, and Expansion.
  • Next Step. Pipeline progression statuses. Defaults are Not Contacted, Intro Sent, and In Conversation. Add steps to match your sales workflow.
  • Relationships. How you and your partners categorize accounts: Customer, Prospect, and Partner. These appear as the color-coded badges in the mapping table.

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