Current state with evidence attached.
Cooling, last touch, waiting state, open work and the proposed next move stay visible per investor.
Explore Investor CRM →
Fundraising
Run materials, pipeline, research and follow-through in one round.
One system for your materials, investor pipeline, research and follow-through, so momentum does not depend on reconstructing the round between meetings.
Data Room free forever. Operator starts when the follow-through becomes real work.
Start with the room
Prepare the materials investors need.
Build the deck, model and supporting diligence into a sectioned room. The structure stays readable for the recipient and editable for the founder as the round changes.
Round room · Founder viewStructured and ready to share
Active round · PipelineCurrent relationship 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
Track the relationship
Every investor gets a link and a living record.
Named room activity, email touchpoints, meetings, people, waiting state and the next action meet on the same opportunity. The pipeline can explain what changed instead of storing a field with no evidence.
01
Named access links keep recipients distinguishable
02
Room sessions join the investor timeline directly
03
Stage changes remain reviewable when the evidence shifts
After the signal
Engagement is useful when it changes the work.
A model return, a quiet thread or a partner meeting does not need to become another dashboard notification. Operator can turn the live context into a ranked move, a research brief, a draft or a reviewable pipeline change.
Your deck is not the problem. The six weeks after it are.
What Operator runs
The work between investor meetings.
Each capability ends in a founder-facing decision: who to pursue, what to send, whom to ask and what should move next.
Fund intelligence weighted to this round.
Fit reasons, strategy, decision signals, people, unknowns and warm paths meet in one dossier.
Explore research →A draft with the reason already attached.
Room attention, thread context and open asks determine why the message matters now.
Explore follow-up →Progress turned into a specific ask.
Recipient-specific drafts build on the real relationship and remain founder-reviewed before delivery.
Explore updates →Across the round
The same system, as the process gets deeper.
The room and the operating model stay stable. What changes is the number of investors, the depth of diligence and the amount of relationship context the founder has to hold.
01Pre-seedRoom + first list
02SeedTracked outreach + live pipeline
03Series AStakeholders + deeper diligence
“RoundOS is the safety net I didn’t know my fundraising needed. It caught an investor follow-up I was about to miss, got me back into context, and made sure a promising conversation turned into a second call instead of disappearing in my inbox.”
Dmitry Abramov
Founder & CEO · DUMA School
Questions
Running the round, answered.
01Do I need Data Room and Operator together?
No. The Data Room works on its own and is free. Operator adds the pipeline, research and follow-through when the operating load of the round grows.
02Can I start with a round already underway?
Yes. Connect the sources already carrying the round and create a room for the materials you are sending now. RoundOS can work from the existing correspondence, events and relationship context.
03Is this just a fundraising CRM?
The pipeline is one part. RoundOS also owns the recipient room, native engagement evidence, investor research, warm-path logic and prepared founder work.
04Does Operator change CRM state by itself?
It keeps current evidence, cooling state and next work visible. Material CRM changes such as a stage move remain reviewable rather than silently rewriting the record.
05What does it cost?
The Data Room is free for the deals you run. Operator plans start at $99 per month.
Start the round
Put the room and the follow-through in one place.
Create the room now. Add Operator when the round starts asking more of your memory than it should.
No credit card. Live in minutes.