Stop losing investors mid‑conversation.
RoundOS is an AI operator that runs your round. It keeps every conversation warm, hands you the one move that matters each morning, and writes it in your voice. You stop dropping investors you already won — and you never hand-maintain a CRM again.
// it drafts, you send — never auto-outreach · 7-day full trial
You're $4.2M into a $12M round, 74 days to close. The one move today: unblock Meridian with the cohort data — it could land your lead.
You don't lose investors on the merits. You lose them in the gaps.
Twenty live conversations, five open tabs, one overloaded brain. A thread goes quiet for nine days and quietly dies. You forget which partner asked for the cohort data. The warm intro you were owed never gets chased. The round doesn't stall because the metrics are bad — it stalls because momentum leaks out of the cracks between your tools.
Threads go cold before you notice
By the time you remember an investor, they've moved on to the next deal.
You can't recall what each one asked for
Who wanted the data room? Who's blocked on a metric? It lives in your head.
Warm intros expire unused
The fastest way into a fund is someone you know — and you never get to it.
An operator for your raise — not another tool to feed.
A CRM is a filing cabinet you have to keep. A database is a list you have to read. RoundOS does the operating work itself, and asks you when it matters.
It keeps the CRM. You don't.
Every email, meeting and note updates the round automatically. No logging, no dragging cards, no Sunday-night data entry. The system maintains itself — you just run the raise.
Nothing goes cold on your watch.
RoundOS watches every open conversation and flags the moment one needs a nudge. The warm investor you'd have forgotten becomes move #1 tomorrow morning — before they drift.
Dossiers, not a database.
Every fund and every person comes with a living dossier — thesis, check size, what they actually care about, recent signal, and the warmest path in. You walk in knowing more than they expect.
It drafts. You send.
This is not auto-outreach. Nothing leaves your hands without you. The engine writes each message in your voice, with the right context and ask — you review, tweak, and hit send.
One operator. Every surface of the raise.
Momentum is on your side — Meridian is in diligence and could lead. Unblock them first, then keep Lighthouse and Cedar warm.
Omar is a strong connection and an active networker — high chance of a fast intro to Lighthouse. Want the intro request drafted?
Great talking Thursday. Here's the Q1 cohort retention you asked for — logo retention is holding above 94%, and NRR is 146% trailing twelve months, driven by usage expansion…
From a raw deck to a closed round.
Drop in your deck and connect your inbox. From there the whole raise runs as one managed cycle.
Understand the round
It reads your deck and pulls out company, round, traction and investor fit. You confirm the calls that matter.
Build the pipeline
Best-fit funders surface from global fund knowledge. Every target moves through clear stages on one board.
Find the way in
It maps your inbox, calendar and network to each fund and shows the warmest path to the right partner.
Know what to do today
Each morning, a short queue of moves ranked by impact on the round — each backed by real evidence.
Send drafts in your voice
Outreach, intros and follow-ups arrive pre-written with the right context and ask. You review, tweak, send.
Stay in control
It learns new facts constantly — but nothing critical touches your round, or gets sent, until you approve it.
Walk into every room over-prepared.
Not a flat fund list — a living dossier on every fund and every person in your round, assembled from public signal and your own history, and refreshed as things change.
What you already know
Built from your own inbox, calendar and LinkedIn, plus a baseline profile on each fund. A new angel you've never met may start near-empty.
Deep research on the fund
We research the firm — recent deals, check sizes, partner focus — and surface extra contacts inside the fund you don't know yet.
Deep research on the people
We go deep on the individuals too — like a partner who's quietly angel-invested on the side — so you know exactly who you're talking to.
An operator that asks before it acts.
RoundOS learns from every email and meeting — but your round is yours. Any high-impact change waits for one tap, and no message ever sends itself. You always know what changed, and why.
Detected from Dana's email: "taking this to the partnership."
From Nina's note: "we're in for 1.5, sending paperwork."
For founders who'd rather build than chase.
Your first institutional round
You've never run a process. RoundOS gives you the operator's playbook from day one — who to target, how to get in, what to send.
A real, time-boxed raise
Dozens of conversations and a lead to land before the close date. Keep every thread warm and every move ranked.
A bigger, faster process
More funds, more partners, more diligence. Hand the coordination to an operator and spend your time in the room.
Founders stopped dreading the raise.
"I used to lose a week of momentum every time I context-switched. Now the warm one I'd have forgotten is just sitting there as move #1."
"It read my inbox and knew exactly who could open the door at two funds I'd written off. Closed both intros in a week."
"I refuse to maintain a CRM. This one maintains itself — I just open it and run the raise. That's the whole pitch and it's true."
Pay for the raise you're actually running.
// free teammate seats · 7-day full trial · fund packs from $39
Your next move is already written.
Connect your deck and watch the round assemble itself in two minutes.