The fundraising OS, built for founders.
Equity, fundraising, financials, and the data room to close. Four workflows that used to live in four tools, now in one system that shares a single source of truth.
Equity and cap table
Ownership, always current.
Issue and close SAFEs, model your next round, run exit waterfalls, and track 83(b) elections with filing reminders. AI 409A valuations and equity plan management keep grants and strike prices defensible. The cap table updates itself, so what you show is the truth.
- SAFE issuance and conversion
- Round modeling and waterfalls
- Equity plans, pools and vesting
- AI 409A valuations
Fundraise and investors
The raise, run end to end.
AI Targeting finds the funds that fit your stage, sector and check size, ranks them, and drafts the outreach. Run the pipeline, manage every relationship in a CRM with email and calendar sync, and send investor updates and board reports the AI writes for you.
- AI investor discovery and matching
- Pipeline and CRM with email sync
- Investor updates and board reports
- Branded investor portal
Financials
The numbers, connected.
Auto-sync the books from QuickBooks, Xero and Plaid. Model scenarios, project runway and burn, benchmark your KPIs against real market data, and generate the board-ready view without re-keying a single number into a spreadsheet.
- Accounting integrations
- AI financial projections
- KPI tracking and benchmarks
- Board-ready reporting
Data room and close
Share, track, and close.
A secure data room investors actually navigate, with page-by-page analytics so you know who engaged and when. Ask questions across every document, then close with built-in e-signatures and drop the separate signing bill.
- Secure data room with access control
- Engagement and deal-room analytics
- Document Q&A across the room
- Built-in e-signatures
Pricing
Free to start. Unlimited seats.
Build a real cap table and find your investors for free. Upgrade when you raise. Every plan includes the whole team, with no per-seat fees.