Boxsy

Investor pipeline + 150,000 investor database

Builds a comprehensive investor pipeline automatically from your email and calendar interactions. This feature ensures that you have access to a vast database of potential investors, making it easier to manage your fundraising efforts effectively.

AI sidekick + daily action list

Provides an AI-driven assistant that generates a prioritized daily action list to help you stay on top of your fundraising tasks. This feature ensures that you never miss important follow-ups or deadlines during your fundraising journey.

Smart data room

Creates a secure and organized data room for your fundraising documents, making it easy to share necessary information with potential investors. This feature enhances your professionalism and readiness during fundraising discussions.

Investor update engine

Automates the process of sending updates to your investors, ensuring they are kept informed about your company's progress. This feature helps maintain strong relationships with your investors by keeping them engaged and updated.

Relationship health scoring

Automatically scores the health of your relationships with investors based on engagement and communication metrics. This feature allows you to identify which relationships need more attention and helps you prioritize your outreach efforts.

Control center dashboard

Offers a centralized dashboard that provides real-time visibility into your fundraising activities and financial metrics. This feature allows you to monitor your progress and make informed decisions based on up-to-date information.

KPI tracking

Enables you to track key performance indicators related to your fundraising and operational activities. This feature helps you stay aligned with your goals and assess the effectiveness of your strategies.

Board prep tools

Provides tools and templates to help you prepare for board meetings efficiently. This feature ensures that you have all necessary information organized and ready for presentation, reducing last-minute stress.

Ops readiness matrix

Assesses your company's operational readiness by evaluating various aspects of your business processes. This feature helps you identify areas that need improvement before scaling your operations.

Hiring ops workflows

Streamlines your hiring processes by providing structured workflows and templates. This feature ensures that your hiring practices are efficient and aligned with your operational goals.

Compliance calendar

Helps you manage compliance deadlines and requirements by providing a calendar that tracks important dates. This feature ensures that you stay compliant with regulations and avoid potential pitfalls.

RevOps module

Integrates revenue operations tools to provide a comprehensive view of your revenue generation activities. This feature helps you optimize your sales processes and improve overall revenue performance.

Customer hub

Centralizes customer information and interactions to provide visibility into customer relationships. This feature helps you manage customer engagement and improve retention strategies.

Demand gen playbook

Offers a structured approach to demand generation, providing strategies and tactics to attract and convert leads. This feature helps you build a robust pipeline of potential customers.