OneSource for founders
Run the company story behind every investor conversation.
Keep your company profile, fund applications, diligence files, monthly actuals, forecasts, and investor updates in one operating workspace—then carry that context into each relationship.
Stay ready without repeating yourself
A consistent story, with the details to support it.
OneSource helps you prepare the company record behind every application and keep it useful as relationships develop.
Company foundation
Maintain the company profile, team context, fundraising stage, target amount, and the details reused across investor workflows.
Fund relationships
Open public or invited fund pages, add relevant funds, and keep each relationship connected to its application path.
Submissions and status
Complete fund-specific questions, attach documents, save drafts, and follow progress from analysis through review, meetings, diligence, and decision.
Analysis visibility
See the report generated from your submitted answers and documents, including the evidence used and the resulting analysis available to the workflow.
Structured data room
Organize pitch decks, financials, and diligence material with nested folders, friendly labels, tags, search, and filters.
Fast evidence retrieval
Find diligence material by folder, file type, upload date, size, or tag so the right evidence is ready for each review.
Operating metrics and plans
Report monthly actuals and narrative context, compare targets and projections, follow trends, and surface planning variance and alerts.
Investor updates
Send progress updates to selected investor organizations and retain the communication history, recipient count, and view count.
A founder operating rhythm
Fundraise, report, and share from one current company record.
Instead of recreating the company for each request, keep the source context current and choose what belongs in each investor interaction.
Fundraising
Move from a fund link to a trackable submission without losing your reusable company context.
- Find or add funds through their public or shared OneSource path
- Save application drafts and answer each fund’s focused questions
- Attach pitch and diligence documents to the submission
- Track status, history, match score, and report availability
Company reporting
Turn monthly operations into a clear internal and investor-facing narrative.
- Capture operating and financial actuals by reporting month
- Add narrative context and comments around the numbers
- Set targets, projections, owners, and change reasons
- Review trends, variance, company shape, and attention signals
Diligence and communication
Keep evidence organized and share it with purpose as relationships deepen.
- Build nested data-room folders and tag the structure
- Search and filter documents by folder, type, date, size, or tag
- Review document coverage and prepare the right evidence for each investor conversation
- Send updates to selected investors and retain delivery visibility
A more reusable fundraising rhythm
Prepare once, tailor the conversation, stay current.
The fund gets a focused application while you retain a company workspace that remains useful before and after submission.
- 01
Build the company foundation
Set up the profile, team, fundraising context, metrics, and core diligence documents once.
- 02
Apply through the fund’s path
Answer the fund-specific form, attach the right materials, and save work in progress before submitting.
- 03
Follow the review
Track the submission state, activity history, documents, and AI-assisted report as the fund evaluates the company.
- 04
Report the company forward
Keep actuals, forecasts, narrative context, data-room files, and selected-investor updates current after the first conversation.
Make the next investor conversation easier to start.
Create your founder workspace and keep your company context ready.