Firm thesis
AI-native systems of record are moving higher in the cloud thesis.
Relevant to RoundOS positioning as infrastructure for a live deal process.
AI fundraising operator
The AI operator that runs your fundraise.
It keeps the pipeline current, finds the highest-leverage action, prepares the follow-up, researches every investor, and turns Data Room engagement into momentum across the round.
Connects to the round already happening in email, calendar, and your Data Room.
Operator · TodayRanked actions
RoundOS
Committed$4.2M
In conversation$6.8M
Moves today4
Drafts ready12
Today
Your moves
01Draft ready
Send references and retention curve to Dana
First Round is in diligence and asked for this proof packet.
02Important
Prepare Bessemer weekly active workspace view
Diligence is blocked on post-raise usage proof.
03Intro
Ask Leo to bump Unusual
Warm intro was sent four days ago without a reply.
Why now
Send the proof packet First Round asked for.
The draft is ready. The room signal and last meeting are attached.
Source signals
Room · Unit economics reopenedToday
Email · Proof packet requested2d ago
Calendar · Partner meetingThu
01 · EMAIL
A thread has been unanswered for six days.
02 · CALENDAR
A partner meeting is four days away.
03 · DATA ROOM
The unit economics page was reopened.
→ ROUNDOS
One ranked move, with the message prepared and the reason why now.
01 — A live round
The pipeline stays current by itself.
Every deal updates as things happen. A reply lands, a meeting gets scheduled, a room gets opened. RoundOS reads those signals and moves the opportunity forward without you touching a spreadsheet.
01
A booked follow-up can move an investor from first meeting to diligence.
02
Waiting on you and waiting on the investor are different states.
03
Stale conversations surface before silence becomes a lost investor.
Operator · PipelineLive round state
RoundOS
Committed$4.2M
Soft-circled$2.8M
Active funds65
Days to close74
Pipeline
Selected37
Designer Fund
Prepare positioning before outreach.
ColdToday
Sequoia Capital
No next action set.
Cold—
Outreach18
Unusual Ventures
Nudge connector for status.
Warm4d
Conviction
Wait two days, then follow up.
Warm1d
Conversation5
Greylock
Ask about partner walkthrough.
Warm8d
Homebrew
Next action generated from call.
WarmToday
Diligence3
First Round
Send customer proof packet.
HotToday
Bessemer
Weekly usage view prepared.
HotThu
Operator · Prepared messageHuman approval
RoundOS
Follow-up · First Round Capital
References and the retention curve you asked for
Hi Dana,
You spent time on the unit economics section again this morning, so I pulled together the customer references and the retention curve we discussed. Both are now live in the same room link.
The short version: expansion holds after month six, and the new cohort is tracking ahead of the prior one.
You spent time on the unit economics section again this morning, so I pulled together the customer references and the retention curve we discussed. Both are now live in the same room link.
The short version: expansion holds after month six, and the new cohort is tracking ahead of the prior one.
02 — The work for today
The most important move is already ranked.
RoundOS reduces the whole round to what matters today, explains why now, and prepares everything needed to complete it.
01
A follow-up uses what the investor viewed, what came up on the last call, and what is due next.
02
A message about unit economics starts with that page, not “just checking in.”
03
Every draft stays yours to edit, send, schedule, or skip.
03 — Context before effort
Research happens at round speed.
Before a call, RoundOS builds a dossier on the firm and the partner: thesis, typical check size, relevant portfolio companies, fit, warm paths, and how the conversation has gone so far.
01
See which investors fit the stage, sector, and round size.
02
Map warm introductions into messages that can be forwarded today.
03
Start every meeting with what the firm has already seen, asked, and said.
Operator · Funder dossierSource-backed context
RoundOS
Bessemer Venture Partners
Send weekly active workspace data and retention proxy.
FitHigh · 5/5
Typical check$600k target
AccessWarm path found
Fund intelligence
Portfolio scan
Recent investments cluster around workflow infrastructure and applied AI.
Three adjacent companies create a credible pattern, without a direct category conflict.
Partner signal
Iris is focused on durable usage and expansion beyond a single event.
Lead with weekly active workspaces and persistence between fundraising rounds.
04 — One round state
Nothing about an investor relationship resets each week.
Every email, meeting, objection, commitment, room visit, and decision builds a timeline that carries forward.
01
Relationship memory
RoundOS remembers what a firm asked for six weeks ago and flags it when the new number is ready.
02
Meeting prep
Prior interactions, room behavior, open questions, and suggested talking points arrive in one brief.
03
Investor updates
Drafts start from real progress and prior sends instead of a blank page at the end of the month.
04
Shared round context
A co-founder sees the same live state, not a separate spreadsheet three weeks out of date.
05 — Native Data Room
The signal starts inside RoundOS.
01 · Data Room signal
Unit economics reopened three times this week.
02 · Operator move
Follow-up ranked for today, with the message prepared.
Data Room · Page activityOperator input
Document analytics · Series A deck
Dana Ruiz · Northline Capital
Session 02 / 03 · 8m 41s
P 01
0:22
P 02
0:51
P 03
0:04
P 04
4:07
P 05
1:48
P 06
skipped
P 07
1:09
→
Page 04 is unit economics. She spent 4:07 there, then came back a second time.
06 — Inputs
Built from the tools already running your round.
The Operator connects to your real conversations and reads Data Room activity already native to RoundOS. No activity export has to be copied into a second system.
01 · Gmail
Conversation context, replies, threads waiting on you, and drafts ready for review.
02 · Google Calendar
Upcoming meetings, stage-changing events, and prep that arrives before the call.
03 · RoundOS Data Room
Named opens, page-level attention, return visits, and native deal context.
07 — Plans
Choose how deep Operator works.
The difference is not a quota of AI actions. Each level takes over a deeper layer of research, context, and access intelligence.
$99/ mo
Daily planning, Round Chat, pipeline, drafts, owned fund imports, and unlimited seats.
$199/ mo
Everything in Run, plus weekly fund intelligence and fund dossiers.
$349/ mo
Everything in Pulse, plus personalized fund-person dossiers and deeper access intelligence.
Priced as a system that replaces the work between investor meetings, not as a collection of AI features.
08 — FAQ
What the Operator does, and does not do.
01What does the Operator do?
It keeps your pipeline current, finds the highest-leverage action for today, drafts follow-ups, researches investors, maps warm intro paths, and prepares you for meetings. It works from email, calendar, and the Data Room instead of a separate tool you feed by hand.
02How is this different from a fundraising CRM?
A CRM waits for you to log what happened. The Operator reads it directly from your inbox, calendar, and Data Room and updates the pipeline itself.
03Does the Operator send messages automatically?
No. Every draft lands in Today with an Edit, Send, Schedule, or Skip action. RoundOS does the writing and research; you decide what leaves your inbox.
04Where does the context come from?
From your inbox, calendar, and Data Room, plus public firm and partner information used to build investor dossiers. It comes together in one round state.
05Do I need the Data Room?
You can connect email and calendar without a room, but the Operator gets sharper once a Data Room is active because it can see exactly what an investor engaged with.
06What happens if I cancel?
Your Data Room stays active and free. Canceling only turns off the pipeline, follow-up, research, and meeting-prep work running on top of it.
07Is my investor data secure?
The Operator reads only what you connect and does not share it across accounts. Full detail on encryption, access, and data handling is on the security page.
One move from here
Let the round keep moving.
Connect the round already in motion. Operator starts with the context you already have.