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.

What does the ops sidekick actually do?

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.

Can I cancel my subscription anytime?

Yes. Boxsy starts at $49/month, month-to-month. Cancel anytime from your account, no questions asked and no cancellation fee.

What's included in the free trial?

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.

How is my data secured?

Boxsy takes security seriously. Full details on encryption, data handling, and compliance practices are covered on our security page.

Do I need Boxsy if I'm not raising yet?

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.

What's coming next on the roadmap?

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.

Invest in Boxsy on Wefunder - our community round is open!

FOUNDER OS

Get sh*t done. Know where everything stands.

Boxsy is your founder operating system: investor pipeline, data room, financials, and an AI sidekick, built for founders who can't afford blind spots.

Start your free trial See how it works

BACKED BY FOUNDERS AT

THE PROBLEM

Founders fail when they lose control of the dollar.

And 44% run out of cash without seeing it coming. Founders don't lose because they don't work hard. They lose because no system keeps every dollar under control.

Can't raise it

No pipeline. No data room. Every intro starts from scratch. The raise fails before the pitch.

Can't generate it

No revenue ops. Customer churn invisible. The business grows without a system to sustain it.

Can't deploy it

Hiring without frameworks. Operational spend unchecked. Runway surprises arrive without warning.

THE DOLLAR JOURNEY

Your central command for every dollar. From your first raise to your first $10M.

Four pillars. One platform. It starts where the pain is highest and follows the dollar as you grow.

Live now

Raise $

Getting ready and actively fundraising. Everything you need before the first pitch - so you stop procrastinating and start closing.

Investor pipeline + 150,000 investor database
AI sidekick + daily action list
Smart data room
Investor update engine
Relationship health scoring

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Shipping now

Manage $

Always know where the money is. KPIs, integrations, and real-time visibility - so the board never catches you off guard.

Control center dashboard
QuickBooks, HubSpot & Plaid
KPI tracking
Board prep tools

Building

Deploy $

Ops readiness and hiring - so the company never gets more complex than you can handle.

Ops readiness matrix
Hiring ops workflows
Compliance calendar

Roadmap

Generate $

Revenue ops and customer visibility - the full picture as you scale beyond the raise.

RevOps module
Customer hub
Demand gen playbook

Operational in under an hour, in three steps.

Answer a few questions. Connect your tools. Your central command goes live. No spreadsheets.

Step 1

Sign up for free

Create your account and answer 7 quick questions. Three minutes, no credit card.

Step 2

Connect your tools

Sync email, calendar, and tools in under five minutes. Your investor pipeline auto-builds from your existing conversations.

Step 3

Go live

Pillar 1 goes live: pipeline, data room, and your ops sidekick - briefed on your company and already working for you.

Recognize yourself?

Boxsy is built for founders at four specific moments - when the cost of not knowing is highest.

Getting ready to raise

You know you should be fundraising but keep putting it off - it feels like a mountain. Boxsy builds the pipeline, data room, and outreach with you in under an hour, so you know exactly who to reach out to, when, and what to say. All while still running your business.

Set it up in 4 sessions

Actively raising

You're managing 10 investor conversations at once and something is going to slip. Daily prioritized action list. AI-drafted follow-ups from real conversation history. Relationship health scored automatically. Nothing goes cold without you knowing.

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Just closed

You closed the round. Now investors expect structure you don't have yet. Operating cadence set from day one. Monthly updates automated. KPIs centralized. Board prep structured. Your central command is live before the first board meeting.

Set up your command center

Scaling

Your team is growing and the informal systems that worked at 5 people are visibly breaking at 15. Hiring frameworks. Ops readiness benchmarks. Board cadence automated. Revenue ops infrastructure. The company never gets more complex than you can handle.

Start free trial

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.

GET STARTED

You started because something was missing. It still is - until you open Boxsy.

One less thing to worry about. Everything visible. Nothing falls through the cracks.

Start your free trial Talk to the Founder

Operational in under one hour14-day free trialNo credit card required

Get sh*t done. Know where everything stands.

Founders fail when they lose control of the dollar.

Can't raise it

Can't generate it

Can't deploy it

Your central command for every dollar. From your first raise to your first $10M.

Operational in under an hour, in three steps.

Sign up for free

Connect your tools

Go live

Recognize yourself?

Getting ready to raise

Actively raising

Just closed

Scaling

Common questions from early-stage founders.

How is Boxsy different from managing my raise in a spreadsheet?

Who is Boxsy for?

What does the ops sidekick actually do?

Can I cancel my subscription anytime?

What's included in the free trial?

How is my data secured?

Do I need Boxsy if I'm not raising yet?

What's coming next on the roadmap?

You started because something was missing. It still is - until you open Boxsy.