Now accepting early access

Get raise-ready
before you pitch.

SeriesOS helps founders find the right investors, build a clean data room, understand their equity, write smarter outreach, track the raise, and receive funds — all in one operating system.

Get Early Access → See the Platform

No spam. No credit card. Patent pending technology.

📋
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🔍 Live web search for investors
🎯 Investor Fit Score™ — no mismatches
✉️ AI-written investor outreach
📋 Equity Snapshot™ — know your ownership
🏦 Integrated founder banking
🔒 Patent pending

Most founders pitch
before they're ready.

Wrong investors. Messy equity. No data room. Bad outreach. Investors pass on fundable companies every day — not because the idea is bad, but because the founder looks unprepared.

Pitching investors who were never going to say yes

Wrong stage, wrong check size, wrong thesis — wasted months.

Giving away too much equity too fast

No one warned them before they signed. SeriesOS does.

No data room, no financial model, no deal

Investors ask for a data room and founders scramble.

Outreach that sounds like a copy-paste template

Investors delete 100 of these a day. Personalization is survival.

The SeriesOS Platform

Five pillars.
One operating system.

Every tool a founder needs to go from idea to funded — without switching between five different apps.

Pillar 01
🔍

Investor Discovery & Fit Score

SeriesOS searches the entire public web for investors in real time — then scores each one against your company, stage, and niche so you only pitch investors who are actually aligned.

Live web search via Exa AI — not a stale database
Filter by niche, stage, check size, and focus area
Investor Fit Score™ — ranked match quality per investor
Off-niche investors auto-flagged before you pitch
InvestorFit ScoreWhy
Fearless Fund 92%
Women founders, consumer, early-stage
Collab Capital 88%
Black founders, seed stage
Generic VC Fund 41%
Too late-stage, wrong thesis
Pillar 02
✉️

Pitch Personalization Engine

AI writes investor-specific outreach based on each investor's exact thesis and your company profile. Not a template — a real pitch, for every situation in the fundraising conversation.

First investor email — personalized by thesis
Warm intro request — LinkedIn or email
Follow-up email — after no reply
Reply to "send your deck"
Reply to "not a fit right now"
Reply to "circle back in Q2"
Investor update email — monthly or milestone
Pillar 03
📊

Fundraising CRM

Track every investor from first contact to wired funds. Pipeline stages, follow-up reminders, reply classification, notes, and CSV export — so your raise never falls through the cracks.

Full pipeline with 9 deal stages
AI reply classifier — hot, warm, or no
Follow-up reminders + notes per investor
Round dashboard — total committed vs. target
CSV export for any stage
Target · Identified
Contacted · Email sent
Warm · Replied
Meeting · Call set
Data Room · Reviewing
Soft Commit · Interested
Committed · Confirmed
Wired · Funded ✓
Pillar 04
📋

Equity Snapshot

Understand your ownership story before you give away too much, too fast. SeriesOS shows you who owns what, flags red flags, and runs dilution scenarios — before you sign anything.

Manual ownership input — any role or equity type
Ownership health score with automatic warnings
Dilution simulator — model any raise scenario
Vesting schedule builder — 4-year / 1-year cliff
Carta / Pulley upload for richer view
SeriesOS is a planning tool, not a legal cap table. Your legal cap table lives in Carta, Pulley, or your corporate records.
Pillar 05
🏦

Founder Banking

SeriesOS helps founders organize the raise, track commitments, and receive investor funds through an integrated business banking account — where available.

Real FDIC-insured business checking account
ACH and wire transfers accepted
Round balance updates automatically
Investor wires tracked by name and amount
Powered by Unit · Banking by Evolve Bank & Trust

Know if you're ready
before investors do.

Before you send a single email, SeriesOS evaluates your fundraising readiness across seven categories and tells you exactly what to fix first.

SeriesOS gives every founder a real score — and a real action plan.

Checks your company setup, equity, data room, and financials
Scores you on the same criteria investors care about
Tells you exactly what to fix before you pitch
Score updates as you complete each step in the platform
Raise Ready Score™ — Your Results
Company Setup
85%
Pitch Materials
70%
Data Room
55%
Equity Snapshot
80%
Financials
45%
Investor Pipeline
65%
Grant Readiness
30%
Overall Raise Ready Score™ 61%
⚠ Not ready to pitch yet. Fix your financial model, upload your formation docs, and complete your data room first.
Equity Snapshot™

Know your ownership story
before it's too late.

SeriesOS helps you understand your equity picture before you give away too much, too fast — with automatic warnings, a dilution simulator, and a plain-English health score.

NameRoleEquityType
Tyara Barnes Founder/CEO 85% Common Stock
Advisor Advisor 2% Advisor Equity
Contractor Developer 3% Sweat Equity
Option Pool Future Team 10% Reserved
✓ Ownership Health: Strong — Founder owns majority. Option pool is reasonable.
⚠ Equity Warning
Giving 3% to a contractor pre-product-market fit. Consider milestone-based vesting or a smaller initial grant.
📊 Dilution Simulator — What if I raise…
RaiseInvestor %Your Ownership
$100K5%80.75%
$250K10%76.5%
$500K15%72.25%
$1M20%68%
SeriesOS provides planning and education tools only. It is not a legal cap table system and does not replace Carta, Pulley, your corporate records, or legal counsel.

Investor funds wired
directly into your account.

SeriesOS helps founders organize the raise, track commitments, and receive investor funds through an integrated business banking account — where available.

Real FDIC-insured business checking account
ACH and wire transfers accepted
FDIC insured up to $250,000
Round balance updates automatically
Powered by Unit · Banking by Evolve Bank & Trust
SeriesOS Business Checking
$127,500
Fearless Fund — Wire+$100,000
Collab Capital — ACH+$25,000
Backstage Capital — ACH+$2,500
Kapor Capital — WirePending $50,000
✓ FDIC Insured · Powered by Unit · Banking by Evolve Bank & Trust

From unprepared
to funded — in one platform.

01

Get your Raise Ready Score™

SeriesOS evaluates your setup, equity, data room, and financials — then tells you exactly what to fix before you pitch.

02

Find matched investors

Search the live web for investors with a high Fit Score™ for your niche, stage, and check size. No mismatches.

03

Send your pitch

The Pitch Personalization Engine™ writes tailored outreach for every stage of the conversation — from first email to close.

04

Track the raise

Your CRM pipeline updates as investors reply. AI classifies every response. Follow-ups never fall through the cracks.

05

Receive the funds

Investors wire directly into your SeriesOS business account. Your round balance updates instantly.

Built For

Every founder raising
their first or next round.

🚀

First-time founders

No network? No problem. Find investors you'd never reach alone.

✊🏾

Black & Brown founders

Filter for diversity-focused investors who are actively looking for you.

👩🏽‍💼

Women founders

Find investors with a track record of backing women-led companies.

📈

Serial entrepreneurs

Scale your outreach and manage multiple rounds without the chaos.

Stop looking
unprepared.

Join the waitlist. Be first in when we launch.

No spam. No credit card. Patent pending technology.