Your round/Overview

ROUNDLY AGENT IS WORKING

Good evening.

Here’s what’s happening with your round today.

ROUND PROGRESS
$0 of $1M

3 investors in active conversation

INVESTORS MATCHED
48

+12 this week based on your thesis

OUTREACH
18 sent

22% reply rate · 6 awaiting approval

MEETINGS
3

2 upcoming · 1 completed

Building today’s fundraising plan

Next best actions

Prioritized by Roundly based on your round.

Your round

AI-generated fundraising brief

Your roundFundraising workspace
ACTIVE
RAISING$1M
STAGESeed
VALUATION$12M pre
INVESTOR THESIS

AI, fintech and crypto infrastructure investors backing autonomous financial systems at Seed stage.

Recent activity

Everything moving your round forward.

Ariana replied to your follow-up

Khosla Ventures · “Thanks for the update…”

24 minutes ago
VIEW
12 new investor matches found

8 high-fit · 4 medium-fit

2 hours ago
REVIEW
Your activity will appear here

Roundly will track outreach, replies, and meetings.

Ready
OPEN
Meeting booked with Blockchain Builders

Monday, July 21 · 11:00 AM

Yesterday
PREP

Top investor matches

Ranked against your fundraising thesis.

Blockchain BuildersSeed · AI infrastructure · $250K–$1M
96%STRONG FIT
Khosla VenturesPre-seed–Seed · Fintech · $100K–$500K
92%STRONG FIT
Big Brain HoldingsSeed · Crypto infrastructure · $250K–$750K
89%HIGH FIT

48 QUALIFIED MATCHES

Investors built for your round.

Every recommendation includes the evidence behind the match.

APPROVAL REQUIRED

Outreach that sounds like you.

Roundly drafts. You stay in control of what gets sent.

LIVE PIPELINE

Your round, clearly moving.

Track every relationship from first match to committed capital.

Investor meetings

Meeting briefs, scheduling, notes and next steps will live here.

SECURE DATA ROOM

Fundraising documents

Your deck, one-pager and diligence documents—privately stored.

Build your data room

Upload a PDF, PowerPoint or Word document up to 20 MB. Roundly will use approved content to prepare outreach and diligence answers.

INTEGRATIONS

Connect Roundly to your workflow.

External actions remain disabled until you connect and authorize a provider.

Google Workspace

Authorize your own Gmail/Workspace mailbox for approved outreach, replies and meetings.

Not connected

Zoho Mail

Authorize your own Zoho mailbox. No user-side developer app is required.

Not connected

AI provider

Power research, matching, personalized writing and response classification.

Safe demo mode

Founder approval is required

Roundly can research and draft autonomously, but it cannot send messages, share documents, book meetings, or make commitments without your approval.

Drafts approvedRoundly will schedule them within your sending limits.
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YOUR AI FUNDRAISING AGENT

Move your round forward.

Find aligned investors, personalize outreach and turn fundraising activity into qualified meetings.

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