Investor Tracker Audit
Upload a messy tracker and find missing data, stale investors, and which records need action today.
Calculators, audits and generators built around one idea: fundraising is an operating problem, not a CRM problem. Use the tool once, then let RoundOS run the same check from your real sources.
Diagnose exactly where your live round is leaking momentum, and get the 3 moves to make this week.
Score whether a specific fund is worth your time across stage, check, thesis, lead behaviour and warm path.
Draft an investor follow-up from the last touchpoint, requested item, new proof, and next ask.
Upload a messy tracker and find missing data, stale investors, and which records need action today.
Turn a messy network into ranked intro paths to a target investor, each with a forwardable ask.
Turn messy founder notes into an investor-ready one-liner, 30-second pitch and email opener.
Net burn, runway in months, cash-out date and the latest date to start raising, plus five scenarios.
Decide how much to raise, tied to milestones, runway and a use-of-funds skeleton.
Work out how many active investors you need at each stage to close your round on time.
See how a round, option pool and SAFE stack dilute founder ownership before you sign.
Model conversion at the cap and discount so you know what each SAFE costs at the next round.
Pressure-test your target valuation against stage, traction and market expectations.
Cold outreach, follow-ups, warm intro requests and investor updates built to be edited.
The questions investors ask at each stage, with notes on what a strong answer signals.
Plain-English definitions for SAFE, pro rata, pre/post, liquidation preference and more.
A founder-first fundraising CRM template with stages, asks, next moves and follow-up cadence.
Every tool here gives you a one-time answer. Connect inbox, calendar, notes, deck, tracker, and LinkedIn export, and RoundOS turns those sources into investor dossiers, warm paths, drafts, stale-thread alerts, and the next move to make today.
// 7-day full trial · free teammate seats