Eli and Milo aren't siloed. When Eli analyzes your runway, he can ask Milo about pipeline health. When Milo sees a deal stalling, he can check with Eli on financial context. They share insights automatically—if MRR drops 25%, Milo gets a heads-up to focus on closing deals.
Example
You to Eli: "Given my pipeline, when should I fundraise?"
Eli consults Milo on pipeline value and forecast, combines it with your runway and burn rate, and gives you a data-backed answer—not a guess.
Tools that actually pull their weight
No assembly required. No busywork either.
Rolling P&L
3 months actual + 3 forecast
Line Item
Nov 2025
Actual
Dec 2025
Actual
Jan 2026
Actual
Feb 2026
Forecast
Mar 2026
Forecast
Apr 2026
Forecast
Revenue
$47,200
$48,500
$51,720
$53,200
$54,800
$56,500
Cost of Goods Sold
$9,440
$9,700
$10,344
$10,640
$10,960
$11,300
Gross Profit
$37,760
$38,800
$41,376
$42,560
$43,840
$45,200
Operating Expenses
$52,100
$52,450
$52,830
$53,200
$53,580
$53,960
Net Income
-$14,340
-$13,650
-$11,454
-$10,640
-$9,740
-$8,760
Ending Cash Balance
$260,452
$246,802
$235,348
$224,708
$214,968
$206,208
Current Month
Actuals | Forecasts Divider
Answers, not more questions
Model the future. Runway, burn, cash flow. You plan, not guess.
Your pipeline, not a spreadsheet
ICP profiles, sequences, email tracking, campaigns. Track leads, run outreach, manage contacts. You see what moves, what's stuck.
GTM Hub
Your go-to-market command center
Pipeline
247
Reply Rate
24%
Meetings
18
Conversion
12%
Pipeline Overview
89
New
64
Contacted
38
Replied
18
Meeting
14
Completed
9
Opportunity
5
Customer
Active Campaign
Running
Q1 Founder Outreach
89 contacts24% replied5 meetings
Cap Table
Fully diluted ownership
Ownership by Type
Investors
24.8%
2.48m shares
Employees
7.6%
758k shares
ESOP Float
12.4%
1.24m shares
Share Class Distribution
Share Class
Shares
Percentage
Common
7.53m
75.2%
Preferred
2.48m
24.8%
ESOP Utilization
37.9%
758k of 2m shares allocated
Simulator
Model your next round
Cap table management that grows with you
Multi-entity support, share classes, stock options, convertibles, Carta import, and round simulation. The full picture, not a spreadsheet.
Place bets. Track outcomes.
Log experiments, track outcomes. You see what works, cut what doesn't.
Product-Led Growth
Strategic Bet
In Progress
Hypothesis
If we add self-serve onboarding, activation will increase 40%
Success
40% activation
Kill
<20% activation
Confidence
57
Linked Metrics
Activation Rate32%
Target: 40%80% there
Decision by Jan 15Owner: Fili
People ops without a People team
Directory, org chart, performance evaluations, compensation tracking, compliance calendar, and employee agreements. You lead the team, not the paperwork.
Org Chart
Team structure
Sarah
CEO
1
Paul W.
CTO
Track what counts
Set targets, track progress. You focus on growth, not noise.
Monthly Recurring Revenue
NorthStar metric
$48,000
Off Target
Target: $75,000
Updated weekly+3 days to target
Investor updates worth opening
Auto-pull financials, structured templates, share via portal or link, track who opened. You stay focused, investors stay informed.
Jordan Peters
Angel investor
Portal Active
Shares
5,000
Ownership
0.5%
Invested
$25,000
Round
Seed
Updates sent
12
Last viewed
2 days ago
Connects to what you already use.
QuickBooks / Xero
Sync actuals automatically
Carta
Import your cap table
Slack
Get notifications where you work
Google Calendar
Sync company events and deadlines
Keplars
Send and track outreach emails
Claude / OpenAI / Gemini
Power Eli and Milo with your preferred AI
Board management. Coming soon.
Coming Soon
Schedule meetings, build agendas, auto-generate board packs from your platform data, record minutes, manage resolutions, and give board members secure portal access. Everything your board needs—without the shared Google Drive.
See it in action. No signup required.
Explore the full platform with sample data. Click around, test the features, see if it fits.
What's the difference between Starter and Founder?
Starter gives you financial planning, KPI tracking, team tools, and Eli AI (50 queries/mo). Founder adds unlimited AI assistants, GTM pipeline, fundraising pipeline, cap table management, investor relations, and priority support.
What's included in both plans?
Financial planning, KPI dashboards, accounting integrations (QBO, Xero), team & HR tools, performance evaluations, Lean Canvas, Metrics & Northstars, Slack and Google Calendar integrations, email tracking, unlimited team members, and a 30-day free trial.
How does the fundraising pipeline work?
Think of it as a CRM built specifically for fundraising. Import your investor list, create outreach sequences, work a daily task queue, and track every investor through a 10-stage pipeline from Prospect to Funded. Eli can analyze your round progress and conversion rates.
Can I import my cap table from Carta?
Yes. Upload your Carta XLSX export (Detailed + Securities ledgers) and we'll import shareholders, share classes, certificates, SAFEs, options, vesting schedules, and funding rounds. The whole thing takes about 2 minutes.
Do Eli and Milo work together?
Yes. Eli can consult Milo about pipeline health when analyzing runway, and Milo can check with Eli about financial context when prioritizing deals. They also share proactive insights—for example, if revenue drops significantly, Milo automatically gets flagged to focus on closing.
What's the catch?
There isn't one. Two plans, clear pricing, no hidden fees. Just software at a fair price.
You're the CFO, COO, and sales ops. Also the founder.