A promised metric packet is still open.
The exact request stays on the opportunity, with its due state and the draft or artifact attached.
Operator · Investor CRM
The pipeline that keeps up with the round.
RoundOS brings investor state, recent touch, cooling risk and the next move together from the email, calendar and room activity already happening.
A live operating view that updates from the round.
Operator · Active roundPipeline · Live context
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
01 · EMAIL
The reply and open request join the investor record.
02 · CALENDAR
The meeting becomes a touchpoint and prep trigger.
03 · DATA ROOM
The named return visit changes the current context.
→ PIPELINE
One state, one evidence trail, one next move.
The stale tracker
The spreadsheet only knows what you remembered to type.
A stage from two weeks ago. A note left in someone’s inbox. A follow-up date already gone. Fundraising state decays quickly when the system stores fields but does not read the round.
Live pipeline
Current state, with the evidence beside it.
Replies, meetings and room sessions land on the opportunity as touchpoints. RoundOS recalculates last touch, cooling state, waiting-for context and the next available action. When a stage should change, the move remains reviewable. You keep control of the pipeline.
Room reopened after 8 quiet daysCooling cleared
Partner call completedStage review
Usage packet requestedNext action ready
Investor · Relationship timelineEvidence attached
RoundOS
RB
Riley Brooks
Partner · Northline Ventures
Relationship timeline
Returned to the financial model
Named room session · 6m 42s · pages 8–12
Asked for weekly usage and retention
Inbound email · request remains open
Partner call completed
Calendar · 31 minutes · follow-up promised
Opened the room for the first time
Named link · pitch deck and model viewed
Every card explains itself
The relationship history travels with the investor.
The card opens into the people, recent touchpoints, open work, waiting-for state and the evidence that created them. You do not have to reconstruct the last three months before the next call.
Where to spend the hour
A pipeline is useful when it produces a decision.
RoundOS separates movement from noise. The list surfaces what is waiting, what is cooling and what just created an opening.
A warm conversation has had no recent touch.
Cooling is calculated from stage, warmth and last interaction, not from a generic red badge.
An investor returned to the room this morning.
The new session changes today’s context and can raise the next move above older follow-up work.
Native signal advantage
The room view stays tied to the session, thread and calendar event behind it.
RoundOS keeps the room session, the message thread and the calendar touchpoint attached to the same investor opportunity. The pipeline can show what happened and when, not merely a summary copied from another system.
Named room session
Email touchpoint
Calendar event
One day, already reflected
Open the pipeline after the day happened.
The morning view carries the touches that arrived while you were fundraising: replies, held meetings, return visits, cooling conversations and queued work. Manual edits are still available; manual reconstruction is no longer the default.
Northline returned to the model · next move reprioritized
Meridian meeting held · touchpoint added
Greylock reply received · waiting state cleared
Questions
Investor CRM, answered.
01What updates without manual data entry?
Connected email, calendar and Data Room activity becomes touchpoints on the relevant investor. That keeps last-touch timing, cooling state, waiting context and open next actions current.
02Does RoundOS move stages without asking?
Stage changes remain reviewable CRM changes. RoundOS can bring forward the evidence and proposed move, while the founder stays in control of the pipeline state.
03Can I still move a card or add context myself?
Yes. You can update the stage and relationship context whenever you know something the connected signals do not.
04What does “cooling” mean?
It is a relationship-state calculation based on warmth, active stage and time since the latest touch. It helps separate quiet active conversations from genuinely current ones.
05Do I need the Data Room connected?
No. Email and calendar still keep relationship history current. A RoundOS room adds named viewing activity and page-level attention to the same opportunity.
Run the round
Open the pipeline. See what changed. Make the next move.
Connect the round and replace the stale tracker with a current operating view.
Email, calendar and Data Room signals in one investor record.