Ranked action queue
See today’s work in priority order.
Operator / Features
Every Operator feature.
Import the round. Keep the CRM current. Know what to do next. Prepare the work.
01
Today
The few actions that can move the round now.
Why now
See the signal behind each priority.
Prepared work
Open the draft or research with the task.
Complete, snooze or skip
Control what stays in your queue.
02
Fundraising CRM
One current record of every investor conversation.
Explore fundraising crmFundraising pipeline
Manage every active investor in one view.
Stage tracking
Track outreach, meetings, diligence and decisions.
Waiting states
Separate your work from investor follow-ups.
Firm & contact profiles
Keep people, firms and opportunities connected.
Interaction timeline
See emails, meetings and notes in order.
Warm intro paths
See who can introduce you to whom.
Team ownership
Assign an owner to each investor relationship.
03
Imports & sources
Bring existing fundraising context into the CRM.
Explore imports & sourcesGmail
Import investor threads and monitor new email.
Google Calendar
Import meetings and monitor new events.
Granola
Import meeting notes and keep them synced.
LinkedIn Chrome extension
Capture opened messages, profiles and network activity.
LinkedIn archive
Import connections and message history from the ZIP.
WhatsApp exports
Import individual TXT or ZIP conversations.
CSV & XLSX
Import investor lists, CRM exports and trackers.
EML & MBOX
Import saved emails and mailbox archives.
Documents & images
Import context from PDF, DOCX and images.
Pitch deck
Extract company and round context from a deck.
Review imported changes
Approve uncertain matches before they reach the CRM.
Source links
Open the source behind an imported fact.
04
Drafts & sending
Prepare outreach and send it from the right account.
Explore drafts & sendingFollow-up drafts
Draft from the latest conversation and deal state.
Thread replies
Reply inside the existing Gmail thread.
New outreach
Draft a first email for an investor.
Calendar invites
Prepare and create a Google Calendar event.
Draft editor
Edit recipients, subject and message.
AI rewrite
Rewrite a draft from your instruction.
Send from Gmail
Send the approved message from RoundOS.
05
Investor research
Find relevant investors and prepare for the conversation.
Explore investor researchInvestor discovery
Build a target list for the active round.
Fit assessment
Assess fit for stage, sector and geography.
Firm dossiers
See thesis, check size and portfolio.
Partner dossiers
Research the person you will meet.
Warm-path research
Find credible routes into a target firm.
Suggested investors
Review targets before adding them to pipeline.
06
Chat, signals & prep
Use live round context to prepare the next move.
Round Chat
Work with your CRM in plain language.
CRM change preview
Review exact changes before applying them.
Data Room activity
Use opens and page views as investor signals.
Meeting prep
Prepare context and talking points before a call.
Investor update drafts
Draft updates from progress and prior sends.
Start with the round you already have
Import the round. See the next move.
Connect Gmail, Calendar or Granola, or import LinkedIn and CRM history.
Operator builds the CRM and ranks what to do next.