The product

The whole raise, run by one operator.

Five surfaces, one engine reading the entire round. Here's exactly what RoundOS does — and where you stay in control.

Today

The one move that matters, first.

Open RoundOS and see where the raise stands and the moves that move it forward — ranked by impact on closing, each backed by real evidence from your pipeline.

Highest-leverage move surfaced first Every move cites why it matters now Act, snooze or open a draft in one click
Today · 5 moves ready

You're $4.2M into a $12M round, 74 days to close. Meridian is in diligence and could lead — unblock them first, then keep Lighthouse and Cedar warm.

5
Send Q1 cohort retention to Dana
DiligenceUnblocks your leadDraft ready
5
Reply to Tomás — he's waited 6 days
LighthouseGoing cold
4
Ask Omar for the Beacon intro
BeaconOpens access
Pipeline

Your whole round on one board.

Not a generic CRM kanban — a control room of the funder targets for this round. See where the raise is stuck, what's committed, and who you're waiting on, at a glance. It updates itself as emails and meetings come in.

Drag funders through stages Live committed / soft-circled totals Fit, access & draft status per card
$4.2M committed$2.8M soft-circled$6.8M in conversation8 active funders
Outreach · 1
Vantage Point
Series A · Dev tools
Conversation · 2
Cedar Capital
Early A · AI
Beacon Fund
Seed→A · Infra
Diligence · 1
Meridian
Series A · Infra
Committed · 1
Lattice
$1.5M soft
Access

The warmest way into every fund.

A static fund bio doesn't help you — the best path in does. RoundOS reads your relationships and shows the strongest route to the right partner: direct, or one warm intro away, ranked by relationship strength.

Maps Gmail, calendar & LinkedIn Ranks connectors by strength Drafts the intro request for you
YouMaya
OHOmar · strong
TVTomás · Lighthouse

Omar is a strong connection and an active networker — high chance of a fast intro to Lighthouse. Want the intro request drafted?

Drafts

Messages that sound like you — sent by you.

This is not auto-outreach. Every draft arrives wired to a funder, a recipient, a stage and an ask — with the company facts and prior touchpoints already pulled in. Rewrite with one tap until it's yours, then hit send. Always you.

Context attached: why this person, this ask One-tap: shorter, warmer, stronger ask You review and send every message
ToDW Dana Whitfield · Partner, Meridian Diligence
Parallel — Q1 cohort retention + the two metrics you flagged
Hi Dana,

Great talking Thursday. Here's the Q1 cohort retention you asked for — logo retention is holding above 94%, and NRR is 146% trailing twelve months, driven by usage expansion rather than seat growth…
RewriteShorterWarmerMore directStronger ask
Ask

Ask anything about the raise.

RoundOS reads your entire round — pipeline, contacts, touchpoints, fund intel — and answers with what to do next. It's the operator you can interrogate at midnight.

Grounded in your real round data Turns answers into drafts and moves
What changed in the round since Friday?
Three things: Meridian moved to diligence (Dana took it to the partnership), Lattice soft-circled $1.5M, and Cedar went quiet — 10 days, no meeting booked. Net: you're $4.2M committed, up $1.5M. Biggest risk is letting Lighthouse cool while you chase Meridian.
Draft the Lighthouse nudgeShow me the diligence checklist
Dossiers

Funds and people, known deeply.

Every fund and every person in your round carries a living dossier — assembled from public signal and your own history, refreshed as things change. Walk into every conversation knowing more than they expect.

M
Meridian Ventures
Series A · Infra & AI
Fund
Thesis fit
Leads infra rounds with strong NRR and bottoms-up adoption — squarely in-thesis for you.
Typical check
$4–8M lead
Cares about
net retentiondesign partners
OH
Omar Haddad
Your network · active connector
Person
Relationship
Strong — co-invested twice, met in March. Makes intros fast.
Can open
BeaconLighthouse
How to reach
Prefers Telegram · responds in hours
How deep the dossier goes — by plan
Run

What you already know

Built from your own inbox, calendar and LinkedIn, plus a baseline profile on each fund. A new angel you've never met may start near-empty.

Pulse

Deep research on the fund

We research the firm — recent deals, check sizes, partner focus — and surface extra contacts inside the fund you don't know yet.

Edge

Deep research on the people

We go deep on the individuals too — like a partner who's quietly angel-invested on the side — so you know exactly who you're talking to.

Control

An operator that asks before it acts.

RoundOS learns from every email and meeting — but your round is yours. Any high-impact change waits for one tap, and no message ever sends itself.

Commitments, stage moves and contacts wait for approval
Every draft is reviewed and sent by you — never automatically
Connections are read-only and scoped to your raise
Suggested updates · 2 waiting
Move Meridian → Diligence

Detected from Dana's email: "taking this to the partnership."

✓ ApplyDismiss
Record Lattice soft-circle · $1.5M

From Nina's note: "we're in for 1.5, sending paperwork."

✓ ApplyDismiss
Start

See it run on your actual round.

Connect your deck and watch the engine assemble your raise in two minutes.