Run the round.
Keep the signal.
Roundly brings investor inquiries, communications, NDAs, funding progress, and cap-table changes into one monitored workflow—with human approval where it matters.
Example Seed CompanySeed round · Illustrative workspace
See the round as it moves.
One view for momentum, bottlenecks, commitments, ownership impact, and the actions that need a human decision.
Charts use illustrative preview data and are not connected to a live fundraising workspace.
From first email to final ownership record.
Automation prepares the work. People approve sensitive legal and financial actions. Roundly keeps the workspace current.
Capture
Monitor the fundraising inbox and organize every inquiry.
Qualify
Prepare context, ownership, next steps, and response drafts.
Execute
Route NDAs, diligence, wiring instructions, and approvals.
Reconcile
Update funded amounts and keep the cap table in sync.
Monitor every inquiry
Turn fundraising email into an owned, reviewable pipeline.
Control every handoff
Keep NDA, wire, and funding steps separate and accountable.
Track every update
See manual adjustments alongside automatic workflow updates.