The AI COO for Founders
The operating layer of an early-stage company.
Boxsy is what founders reach for when they can't yet hire the operator they need.
USED BY FOUNDERS AT
BY THE NUMBERS
Built for founders, validated by founders.
WHAT BOXSY FIXES
Boxsy solves the systems problems most founders try to hustle through.
The Stale Pipeline
Rebuilding the investor list from scratch every round because the last one lived in a spreadsheet nobody kept up.
The Forgotten Ask
Trying to remember which investor asked for the model, which one asked for references, and which one is still waiting on a warm intro from three weeks ago.
The Runway Lag
Making a hiring decision on a runway number that was accurate two weeks ago and hasn't been touched since.
The Sunday Board Prep
Pulling the KPIs, the pipeline, and the wins from four different tools the night before a board meeting because nothing feeds anything else.
THE DOLLAR JOURNEY
Boxsy runs the four functions that move money through a company.
Raising, managing, deploying, and generating live in one platform. It's built for the operating reality of a pre-COO founder.
Getting ready and actively fundraising. Everything you need before the first pitch - so you stop procrastinating and start closing.
- Pipeline & Discovery: Boxsy pairs a 150,000-investor database with guidance from the pattern of thousands of rounds that closed before yours. Now you know both who to reach out to and how to move them.
- Follow-Through: A prioritized daily action list surfaces the follow-ups you owe, the investors going cold, and the decisions worth making.
- Diligence: Document views are tracked down to the investor, the section, and the time spent, so the follow-up you send is well-calibrated.
- Updates: Your monthly investor update drafts itself from live KPIs, integrations, and pipeline activity.
- Signal: see which investor relationships are heating up, cooling off, or going quiet based on real engagement
Always know where the money is. KPIs, integrations, and real-time visibility - so the board never catches you off guard.
- Control Center: Every operating number lives in one view: cash, burn, runway, KPIs, pipeline health, and the week's action list, all pulled from the tools they already live in.
- Integrations: QuickBooks, Plaid, and HubSpot connect directly, so the dashboard reflects the live state.
- KPIs: The metrics investors ask about are tracked continuously and rolled up on the cadence you set.
- Board Prep: Templates pull live KPIs, runway, and progress against plan into the deck structure investors expect.
Ops readiness and hiring - so the company never gets more complex than you can handle.
- Ops Readiness: A stage-by-stage matrix maps what your company should have in place against what it actually does, so gaps surface before an investor or auditor finds them.
- Hiring (Coming Soon): Role scoping, interview scorecards, offer templates, and onboarding checklists in one place, structured around the roles early-stage companies hire for.
- Compliance: Every filing, renewal, and reporting deadline on a single calendar, with the lead time built in.
Revenue ops and customer visibility - the full picture as you scale beyond the raise.
- RevOps (Coming Soon): Pipeline, conversion, and revenue metrics tracked in the same system as your fundraising and runway, so the whole business reads from one set of numbers.
- Customers (Coming Soon): Every account, contract, and renewal date in one view, with health scores and expansion signals surfaced automatically.
- Demand Gen (Coming Soon): A stage-appropriate playbook for turning cold traffic into a qualified pipeline, drawn from what has worked for companies at your revenue.
WHY BOXSY
Not another AI tool you have to teach.
Boxsy is built specifically for early-stage founders, with memory, workflows, and best practices built into the platform.
Memory
Boxsy remembers your company, your investors, your conversations, and your operating context.
Built For Founders
Fundraising workflows, operating best practices, and investor context are built in.
Human Expertise
Get a 1:1 onboarding strategy session with Elisabeth, plus access to experienced operators and warm introductions when relevant.
Operational in under an hour, in three steps.
Answer a few questions. Connect your tools. Your central command goes live. No spreadsheets.
Sign up for free
Create your account and answer 7 quick questions. Three minutes, no credit card.
Connect your tools
Sync email, calendar, and tools in under five minutes. Your investor pipeline auto-builds from your existing conversations.
Go live
Pillar 1 goes live: pipeline, data room, and your ops sidekick - briefed on your company and already working for you.
SECURITY & TRUST
Independently assessed, not self-declared.
Your pipeline, your data room, and every investor conversation live in Boxsy. Security here isn't a claim we wrote - it's an assessment we passed.
Third-party assessed
Google CASA Assurance Level AL1 for our Google integrations, evaluated against the OWASP Application Security Verification Standard. Certification ID 3a7c166a, valid through July 2027.
Encrypted in transit
Data moves over HTTPS/TLS. Production environments are access-controlled, with role-based permissions and limited employee access.
Read-only by design
The Google Calendar and Gmail integrations request read-only scopes, and passed Google's own OAuth App Verification review.
Your data stays yours
Prompts are processed securely and customer data is never used to train public models. Customer environments stay logically separated.
Assessed by TAC Security, an independent third-party lab authorized by the App Defense Alliance. SOC 2 readiness is underway.
WHO BOXSY IS FOR
Boxsy is a COO for founders at any stage of the raise.
Before the Raise
Sets up your investor pipeline, data room, and outreach plan so you can start reaching out this week.
During the Raise
Tracks every investor conversation, tells you who to follow up with, and flags the ones going cold.
After the Raise
Handles your monthly investor updates, KPI tracking, and board prep from day one.
Beyond the Raise
Manages your hiring, ops cadence, and reporting so the systems keep up with the team.
Common questions from early-stage founders.
A spreadsheet tracks names. Boxsy builds your pipeline automatically from your email and calendar, so it updates as you work, not after. You get investor status, follow-up timing, and engagement data in one view, without maintaining rows.
On top of the pipeline, Boxsy adds an investor database with 150,000+ contacts, AI-drafted updates, a smart data room with view tracking, and an ops sidekick to flag pipeline risk. A spreadsheet does none of that.
Boxsy is built for early-stage startup founders from pre-seed through Series A who are actively raising or preparing to raise in the next 30 to 90 days. It's designed for solo and small founding teams that need investor pipeline management, a data room, and operational readiness without hiring a full finance or ops function.
The ops sidekick inside Boxsy drafts your investor updates, answers investor questions using your existing data, and flags risks in your pipeline before they become problems. It tells you who to follow up with, when, and what to say.
Think of it as the senior operating hire you cannot afford yet, running in the background across your dollar journey.
Visible.vc is strong on investor updates. Foundersuite is strong on fundraising CRM. Boxsy runs the whole operating stack, pipeline, CRM, data room, investor updates, investor database, runway, KPIs, and board prep in one platform.
Founders typically replace three to five tools with Boxsy.
Yes. Boxsy's data room includes view tracking, granular access controls, and AI document intelligence. It also lives inside the same platform as your fundraising CRM and investor updates, so data room engagement feeds directly into pipeline health scoring. DocSend does not do that.
A startup data room typically holds the pitch deck, financials, cap table summary, incorporation and legal documents, key contracts, product documentation, and team bios. Boxsy's data room is pre-structured to what investors actually ask for at each stage of a raise.
A monthly investor update covers headline metrics, wins, lowlights, asks, and a runway line. Usually 300 to 500 words. Boxsy drafts the update from your connected KPIs and tools each month, so you edit rather than start from scratch.
ChatGPT and Claude are general-purpose AI assistants that start from zero every time. Boxsy is purpose-built for fundraising: it remembers your company, your investors, your conversations, and your operating context, and comes with 20+ years of operating best practice already built in.
It also connects directly to the tools you already use instead of living in a separate chat window, and every account includes a 1:1 onboarding strategy session with our founder Elisabeth, plus warm introductions to experienced operators when relevant.
Yes. Boxsy starts at $49/month, month-to-month. Cancel anytime from your account, no questions asked and no cancellation fee.
The free trial gives you full access to the platform, including the fundraising pipeline, the 150,000+ investor database, investor updates, the smart data room, and the ops sidekick. No credit card is required to start. Connect your email and calendar and your pipeline begins building in under 5 minutes.
Boxsy encrypts data in transit over HTTPS/TLS, runs access-controlled production environments with role-based permissions, and keeps customer environments logically separated. The Google Calendar and Gmail integrations request read-only scopes only, and your data is never used to train public models.
Those integrations have completed Google's Cloud Application Security Assessment (CASA) at Assurance Level AL1, assessed by TAC Security as an independent lab authorized by the App Defense Alliance, and SOC 2 readiness is underway. Full details are on our security page, you can export or delete your data at any time, and you can report a security issue at security@boxsy.io.
Yes. The founders who close fastest build their infrastructure before the pitch cycle starts. If you are 30 to 90 days out from raising, now is the time to set up your pipeline, data room, and investor update system, not the first week you are in front of investors.
Recently funded teams use Boxsy to keep every dollar visible and ops readiness current before the next raise begins.
The dollar journey expands one pillar at a time. Raise $ is live today. Manage $ - the control center with QuickBooks, HubSpot, and Plaid - is shipping now. Deploy $ (ops readiness matrix, hiring ops workflows) is in build, and Generate $ (revenue ops, customer hub) is on the roadmap.
GET STARTED
Stop hustling the systems problems.
Boxsy is the operating layer that runs your raise, your reporting, and your runway.