38 Integrated Modules

Everything your startup needs,
designed in one modern platform.

One workspace replaces your deck editor, investor CRM, financial model, contract signer, HR system, and a dozen others.

PlanAI Core

Business Plans

Generate structured, investor-ready business plans with AI-guided strategy frameworks, revenue models, and milestone roadmaps.

Executive summaries
Market sizing (TAM/SAM/SOM)
Competitor matrices
Revenue architecture
Plan

SWOT Analysis

Dynamic SWOT matrices synthesized from real-time market data, company metrics, and competitive landscapes.

Automated risk scanning
Competitive gap analysis
Opportunity mapping
Threat mitigation
PlanPopular

GTM Planner

Architect your go-to-market engine with ideal customer profiles (ICP), channel prioritization, and launch timelines.

ICP persona builder
Channel unit economics
Launch sequence sprint
Distribution playbooks
Plan

Lean Canvas

One-page business model blueprints that update dynamically as your product and unit economics evolve.

Problem-solution fit
Unfair advantage score
Key metric triggers
Cost structure maps
Plan

OKR & Milestone Tracker

Align executive strategy to weekly sprints with hierarchical OKR trees and automated progress roll-ups.

Quarterly objective cascade
Key result confidence scoring
Automated check-ins
Blocker alerts
Plan

Vision & Mission Studio

Craft defensible, enduring foundational statements that anchor company culture and investor narratives.

Defensibility testing
Values rubric
Culture charter generator
Brand alignment
PitchTop Rated

Pitch Deck Analyzer

AI-powered slide-by-slide narrative evaluation comparing your deck against 1,000+ funded seed and Series A decks.

Readiness score /100
VC objection prediction
Story flow analysis
Design polish checklist
PitchNew

AI Voice Coach

Rehearse your pitch with real-time feedback on pacing, filler words, clarity, and objection responses.

Real-time pace feedback
Tough partner Q&A simulation
Confidence score
Transcript highlights
Pitch

Video Pitch Studio

Record, trim, and share asynchronous video pitches embedded with live clickable deck and data room links.

Asynchronous deck viewer
Viewer engagement heatmaps
Drop-off analytics
Password protection
PitchEnterprise Grade

Investor Data Rooms

Bank-grade secure data rooms with granular access control, watermarking, NDA auto-signing, and view tracking.

Per-page time tracking
Dynamic watermarking
One-click NDA gate
Instant revoke access
Pitch

Executive One-Pagers

Condense your entire thesis, traction, and ask into high-converting executive tear-sheets formatted for quick VC reads.

Smart summary generation
Key metrics highlight
Live traction embed
Direct booking link
Pitch

Pitch Readiness Radar

Diagnostic readiness dashboard benchmarking team credibility, market size, traction velocity, and moat strength.

Round benchmark index
Diligence prep checklist
Missing narrative flag
Partner match index
Raise2,300+ VCs

Find Investors & VCs

Curated directory of 2,300+ active venture funds, syndicates, and angel investors filtered by check size and stage.

Stage/industry filtering
Check size ranges
Recent investments
Warm intro pathfinder
RaiseCore Workflow

Fundraising Pipeline CRM

Visual Kanban pipeline designed specifically for fundraising stages: Lead, Outreach, Partner Call, Diligence, Term Sheet.

Stage velocity tracking
Email interaction sync
Follow-up reminders
Term sheet comparison
Raise

Cap Table & Equity Simulator

Model SAFEs, convertible notes, option pools, priced rounds, and founder dilution with mathematical precision.

Post-money SAFE math
Option pool expansion impact
Pro-rata calculations
Exit waterfall modeling
Raise

Automated Investor Updates

Turn your live operational metrics into clean, polished monthly investor updates with asks, highs, and lows.

One-click draft generation
Traction graphs embed
Categorized asks engine
Open/click tracking
Raise

SAFE & Note Hub

Generate and sign industry-standard YC Post-Money SAFE agreements with valuation caps, discounts, and MFN clauses.

Standard YC Post-Money SAFEs
Side letter generator
Signer workflow
Legal audit trail
Raise

Diligence Checklist & Vault

Pre-populated 40-point legal, financial, and IP diligence room designed to speed up closing from weeks to days.

Automated document categorizer
Missing item flags
Counsel guest access
Version diff control
OperateMission Critical

Startup Health & Runway

Real-time runway clock, net burn rate forecasting, and cash-out date alerts connected directly to bank and bookkeeping.

Zero cash date warning
Scenario stress testing
Hiring burn impact
Unit economics health
Operate

Expense & SaaS Spend Tracker

Audit recurring SaaS subscriptions, detect unused licenses, and allocate departmental budgets with smart categorization.

Duplicate tool detection
Contract renewal alerts
Per-employee spend
Receipt scanner
Operate

Invoicing & Receivable Engine

Create professional multi-currency invoices, automate payment follow-ups, and track aged receivables seamlessly.

Automated payment nudges
Stripe/Bank sync
Recurring subscriptions
Late fee calculations
Operate

DocSign & Legal Vault

Legally binding e-signatures with audit logs, contract templates, NDAs, contractor agreements, and advisor grants.

Legally compliant e-signatures
Template library (NDA/Advisors)
Automatic cloud archiving
Signer sequence
Operate

Executive Meeting Assistant

Sync calendar, auto-generate structured agendas, capture action items, and assign tasks to modules automatically.

Agenda templates
Action item extractor
Board meeting binder
1-on-1 recurring notes
Operate

Company Vault & Credentials

End-to-end encrypted vault for startup credentials, incorporation certificates, EIN docs, and state filings.

Zero-knowledge encryption
Role-based key sharing
Certificate renewal tracker
Emergency kit export
GrowHigh Growth

Leads & Sales CRM

Lightweight, lightning-fast B2B deal pipeline with contact enrichment, email tracking, and deal probability scoring.

Custom pipeline stages
Enriched lead dossiers
Deal value forecasting
Meeting notes log
Grow

Brand Kit & Asset Hub

Maintain design consistency across logos, typography, color palettes, vector assets, and marketing guidelines.

Vector logo exports
Typography rules
Color token exports
Press kit bundle
Grow

Social Content Calendar

Schedule, draft, and coordinate multi-channel founder-led content and product launches across X, LinkedIn, and blog.

Visual publishing grid
AI post enhancer
Launch day countdown
Engagement tracking
Grow

Interactive Forms & Surveys

Build branded waitlist forms, customer feedback surveys, and beta application flows with webhook automations.

Embeddable widgets
Conditional logic
Instant lead routing
CSV export
Grow

Product Email & Sequences

Draft high-converting onboarding sequences, product updates, and cold outreach with AI personalization.

Drip sequence builder
Subject line tester
Deliverability check
Unsubscribe compliance
Grow

Product Hunt & Launch Engine

Step-by-step checklist and asset preparation hub for Product Hunt, Hacker News, and PR launches.

Hunter outreach tracker
Asset resolution checker
Launch day hour-by-hour runbook
Social share cards
ScaleUnique to HelmOS

Founder & Team Burnout Radar

Passive workload analysis and pulse surveys that alert founders before key team members hit exhaustion.

Workload balance index
Anonymous pulse check-ins
Overtime warning signals
Wellness recommendations
Scale

Team & Contractor Directory

Centralized employee profiles, compensation records, equity grant vests, and contractor agreements.

Vesting schedule tracker
Contractor invoicing
Time off tracking
Hardware asset log
Scale

Hiring Pipeline & Job Boards

Publish branded job openings, track candidate resumes, schedule interview loops, and issue offer letters.

Branded career page builder
Resume scorecards
Offer letter generator
Background check sync
ScaleFlagship AI

Chief of Staff AI Agent

Autonomous executive assistant with full workspace context. Does real work across modules with your explicit approval.

Cross-module action execution
Human-in-the-loop approval
Proactive daily briefing
Audit trail logging
Scale

Board Portal & Resolutions

Organize quarterly board meetings, distribute secure board decks, and record unanimous written consents.

Board deck distribution
Unanimous consent signing
Meeting minute archives
Observer permissions
Scale

Internal Docs & Wiki

Fast, collaborative markdown documentation for engineering runbooks, customer onboarding, and company policies.

Nested document trees
Real-time co-authoring
AI search across workspace
Permission tiers