Patent prioritization
Decide what to file.
See how it runsStartups and their ecosystem
Build, raise and invest with the people around you.
Your team and your agents work it in one place, with the source next to every answer.
What teams bring us
Too many options, too many factors
Competitive analysis
Compare your competitors side by side.
See how it runsMarket due diligence
Understand a market before you commit.
See how it runsProduct direction
Choose the product bet the evidence can support.
Bring customer language, market signals, and prior decisions together before the team commits to a build.
- 01
Bring interviews, research, documents, and conversations around the same product question.
- 02
Compare product bets in a Matrix and keep the evidence behind the choice.
- 03
Turn the chosen bet into a clear brief, experiment, or build plan.
Fundraising
Shape the story around the round you are actually raising.
Compare investor fit and sharpen the narrative around the company’s current strategy.
- 01
Make the round thesis, target profile, timing, and non-negotiables explicit.
- 02
Prepare the narrative and materials from current company context and metrics.
- 03
Keep investor fit, conversations, and next moves connected.
Scenarios
See the trade-offs before you change the plan.
Use current numbers to compare scenarios, test assumptions, and understand what each path would require.
- 01
Bring actuals and operating metrics into a view the team can review.
- 02
Compare assumptions and scenarios before changing the plan.
- 03
Carry the reasoning into management, board, and investor conversations.
Market
Find the commercial signal worth following.
Compare target accounts, relationships, and evidence before choosing the next move.
- 01
Make the ICP, target accounts, and evidence behind the selection visible.
- 02
Compare accounts, relationships, and signals before narrowing the field.
- 03
Carry the chosen motion into follow-up without losing the original rationale.
Company
Keep a changing company pointed in the same direction.
Make recurring decisions visible without turning the company into a process diagram.
- 01
Keep decisions, evidence, and approvals together.
- 02
Run recurring reviews as Goals and loops with clear owners and checkpoints.
- 03
Leave the team with a reusable record of what changed and why.
For investment teams
From first signal to a clearer investment view.
Connect intake, diligence, relationship context, and portfolio signals without flattening the story into a spreadsheet.
- 01
Signal
See what arrived.
Bring the submission, files, and founder context into the same starting point.
- 02
Diligence
Build the case.
Explore the evidence in thesis Matrices, Rooms, and Genesis councils.
- 03
Conversation
Shape the relationship.
Keep the questions, conversations, and next moves connected.
- 04
Learning
Keep learning after the decision.
Carry company signals and founder updates into the next portfolio conversation.
For founders and investors
Find the right investors, startups and partners.
Track every deal and relationship, and keep one version of your numbers.
| Account | Stage | Readiness | Control | ARR | Champion | Evidence for the stage | Blocker | Next step | Owner | Last touch |
|---|---|---|---|---|---|---|---|---|---|---|
| Meridian Health Systems | procurement | 5 out of 5 | gated | $340k | VP Data Platform | Security review cleared; RBAC v2 closed their last finding. | Legal wants the sub-processor list restated in the MSA. | Return redlines to their counsel by Friday. | Enterprise AE — East | 2026-08-04 |
| Calder & Boyd LLP | proposal | 4 out of 5 | review | $185k | Director of Practice Ops | Ran their own cohort analysis in the trial without support. | Wants white-label exports, which is still an idea on the portfolio. | Scope a branded-PDF workaround before the pricing call. | Enterprise AE — East | 2026-08-05 |
| Northwind Logistics | evaluation | 3 out of 5 | review | $260k | Head of Revenue Operations | Two teams active in the sandbox; 40 dashboards built in three weeks. | Salesforce connector gap — the same one in 11 of 30 Q1 losses. | Confirm the Q3 connector date in writing, or lose the quarter. | Enterprise AE — West | 2026-08-03 |
| Vantage Capital Partners | discovery | 2 out of 5 | light | $95k | Principal, Portfolio Analytics | Inbound from the embedded-SDK waitlist; no procurement contact yet. | No budget line until their next fund closes. | Hold monthly; re-qualify once the fund closes. | Mid-Market AE | 2026-07-29 |
| Brightline Retail Group | won | 5 out of 5 | gated | $410k | Chief Data Officer | Signed after the multi-workspace pilot held across four brands. | None — onboarding starts Monday with the Onboarding Squad. | Hand to Customer Success with the pilot notes attached. | Enterprise AE — West | 2026-08-01 |
| Orinoco Freight | lost | 2 out of 5 | review | $150k | Former Head of BI (departed) | Champion left in June; no second sponsor was ever built. | Renewed with the incumbent for 24 months. | Re-open at their renewal window in June 2028. | Mid-Market AE | 2026-07-15 |
| Halcyon Biosciences | evaluation | 4 out of 5 | gated | $295k | VP Clinical Informatics | Passed their HIPAA questionnaire; RLS migration answered isolation. | Needs the ADR-0031 tenant cutover before signing. | Share the cutover schedule from the loop board. | Enterprise AE — East | 2026-08-05 |
| Tessellate Studios | proposal | 3 out of 5 | light | $72k | Founder | Converted from self-serve after hitting the workspace seat cap. | Price-sensitive; comparing against two cheaper point tools. | Offer annual terms in exchange for a public case study. | Mid-Market AE | 2026-08-02 |
| Ardent Manufacturing | procurement | 4 out of 5 | gated | $520k | Group CIO | Board approved the analytics line item in the July capital plan. | Their SSO is Ping, which is behind the ADR-0052 consolidation. | Confirm the Ping path with Platform before the signature date. | Enterprise AE — West | 2026-08-06 |
| Petrichor Media | discovery | 2 out of 5 | light | $60k | Analytics Lead | Two demos taken; no data connected yet. | Their warehouse migration runs until October. | Re-engage in October with the CSV wizard as the entry point. | Mid-Market AE | 2026-07-22 |
| Kestrel Financial | evaluation | 3 out of 5 | gated | $380k | Head of Risk Analytics | Audit team accepted the export policy gate closed by ADR-0055. | Salesforce connector gap again — second deal this quarter. | Escalate the connector date to Product with both accounts named. | Enterprise AE — East | 2026-08-04 |
| Solstice Energy | proposal | 4 out of 5 | review | $215k | Director of Grid Operations | Real-time alerts pilot caught two threshold breaches in week one. | Wants alert cooldowns configurable per team before rollout. | Confirm cooldown scope with Growth Engineering, then re-quote. | Enterprise AE — West | 2026-08-05 |
Directories
Find who fits, and see why.
Search investors, startups, angels and accelerators. Investor matches for your company come with a score and the reasons behind it.
- Search by name or by meaning.
- Similar firms and startups on every profile.
- Investor matches for your company, scored with their reasons.
- Type @similar in chat to search firms and people at once.
Investors
Know each investor before you meet them.
Investors shows each firm’s thesis, team and portfolio. Once you engage, a private dossier keeps what your team learns.
- Filter by stage, sector, location and check size.
- Suggested investors for your company, with a fit score and reasons.
- Public thesis, team and portfolio for each firm.
- Download a private dossier, or save it into a Room.
- Export
- Private dossier as Markdown
Dossiers
Know where you stand before the meeting.
Every account has a dossier: a short summary of what your team knows about it. It updates when new activity comes in.
- Written in plain Markdown.
- Agents in chat can read it before they answer.
- Save a version into a Room.
- Export
- Dossier as Markdown
Pipeline
Move each deal forward on evidence.
Pipeline tracks deals, partnerships and fundraising targets. Each stage change shows the evidence behind it.
- Import and export your pipeline as CSV.
- Research a target from its URL.
- Light, review or gated controls on each stage.
- Export
- Pipeline as CSV
- From your own tools
- Pipeline API
Connect
Send outreach a person has read.
Connect helps you find the right person, write a relevant message, and keep the reply with the relationship. Every message is approved by a person before it goes out.
- Lists, drafts, a review queue, scheduling, sending and replies.
- See which contacts are ready to receive a message.
- Send from your connected Gmail account, within daily limits.
Portfolio
See which company needs you this week.
Portfolio shows the health, metrics, activity and requests of every company you follow, for a fund, an accelerator or a group.
- Export the portfolio as CSV.
- Import from CSV, Affinity, Airtable, HubSpot, Apollo or Google Sheets.
- Founders share metrics with you through a grant they control.
- Export
- Portfolio as CSV
Metrics
Keep one version of your numbers.
Metrics holds your company numbers by period, with actuals, budget and forecast kept apart. Reviews, scenarios and updates all use the same figures.
- Standard and custom metrics, with their history.
- Benchmarks that follow your sector and stage.
- Import and export CSV, filtered by version.
- Investors see a snapshot you share, never your live numbers.
- Export
- CSV filtered by version
- From your own tools
- Metrics API
FounderFin
Test a plan against your numbers.
FounderFin shows your financials, your consolidated P&L and your scenarios in one place. You change an assumption and see what happens to the plan.
- Export the consolidation as CSV, JSON or PDF.
- Export a scenario as an Excel workbook with its formulas.
- Save, duplicate and compare scenarios.
- Use the figures in a report or a deck.
- Export
- Consolidation as CSV, JSON or PDF · Scenario workbook as Excel
How we work with you
The platform, the people we send, and the sessions we run
The platform
Work in one place, people and agents together.
Founders alongside your team
One of our founders works alongside your team.
Deliberately limited: we take on as many partners as we can deploy against, and say no past that.
Working sessions
Bring us a decision with too many moving parts.
Scoped per engagement, with the output agreed before we start.
For your company
See how Operalta fits your company.
Bring one current decision or process. We will map it together.