An investor asks for updated churn numbers.
The open request stays visible and the follow-up can carry the new material as soon as it is ready.
Operator · Fundraising follow-up
Put the reason inside every follow-up.
RoundOS ranks who needs a follow-up, explains why now and prepares the message from the room views, replies, meetings and silence already inside your round.
Built on the round already running inside RoundOS.
Operator · TodayFollow-ups ranked by impact
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
The original ask is still unanswered.
02 · CALENDAR
The promised meeting never landed.
03 · DATA ROOM
The unit economics page reopened today.
→ FOLLOW-UP
One ranked move, with the reason and draft attached.
The silence problem
A useful follow-up starts with the reason to reach out.
It knows that two weeks passed. It does not know the investor came back to the room last night, left a question open, or promised an introduction that never arrived. Timing without context produces “just checking in.”
Who is worth today
The queue moves when the round moves.
An investor who reopened the room two hours ago can move above a stale day-fourteen reminder. RoundOS ranks the change in context, not simply the age of the task.
01Room reopened · unit economics2h ago
02Proof packet requested2d ago
03No reply · open question9d ago
Context before composition
Reconstruct the relationship once, inside the system.
The last thread, meeting note, pages reread and open commitment arrive beside the move. You can judge the timing and the message without rebuilding three weeks of context from memory.
Operator · Prepared messageFounder approval required
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.
The message
A reason to reply, already in the draft.
The note can reference the section they reread, the question still open or the model update since your last email. Edit it, send it, schedule it or skip it. Nothing leaves without your decision.
Three real triggers
Built for the moments that happen.
The trigger changes the message. RoundOS keeps the move attached to the exact evidence that created it.
A quiet investor returns to the cap table.
The new session changes priority and gives the next note a concrete reason to exist.
An unanswered question stops moving.
The stale thread returns with the original ask, not a generic reminder stripped of context.
Questions
Fundraising follow-up, answered.
01How does RoundOS decide who needs a follow-up?
It reads changes across correspondence, meetings, room activity, pipeline state and open commitments, then ranks the moves by their current evidence.
02Does it write the message too?
Yes. The draft and the reason arrive together, using the context that triggered the move.
03Can I edit or skip a prepared follow-up?
Yes. You can edit, send, schedule or skip. Every outbound message remains founder-approved.
04What counts as silence?
An open thread or commitment that stopped moving: an unanswered question, a promised document, or a meeting that was never scheduled.
05Do I need a Data Room?
No. Email and calendar still provide live context. A RoundOS room adds sharper signals such as named return visits and page-level attention.
Close the loop
See who is waiting, and why now.
Connect the round and open a queue where every follow-up has its evidence attached.
Built on email, calendar and your RoundOS Data Room.