How is Boxsy different from managing a raise in a spreadsheet?

Boxsy builds your investor pipeline automatically from your connected email and calendar, so statuses, follow-up timing and engagement update as you work rather than needing manual edits. On top of that it adds a 150,000+ investor database, an AI-drafted monthly update, a data room with view tracking, and an AI COO that flags pipeline risk—none of which a spreadsheet can do.

It is designed for early-stage founders from pre-seed through Series A who are actively raising or preparing to raise within the next 30 to 90 days, particularly solo or small founding teams that need investor pipeline management, a data room and operational readiness without hiring a finance or ops function.

What does the AI COO actually do?

Boxsy's AI COO drafts your investor updates, answers investor questions using your existing company data, and surfaces risks in your pipeline before they become problems. Paid plans also include a free 1:1 onboarding strategy session and access to experienced operators.

Is there a free trial and how does billing work?

There is a 14-day free trial on monthly plans that unlocks Command-plan features and 500 AI credits; a card is required but nothing is charged during the 14 days. After that, monthly plans continue as Pro at $149/month. Yearly billing is charged on the day you subscribe and costs roughly the same as ten monthly payments.

How secure is my fundraising data?

Boxsy encrypts data in transit, runs access-controlled production environments with role-based permissions, and keeps customer environments logically separated. It holds CASA Assurance Level AL1 assessed against OWASP ASVS, is SOC 2 readiness in progress, and never uses customer data to train public models.

Quel est le trafic mensuel et la tendance de croissance de Boxsy ?

Boxsy reçoit actuellement 3,97 k visites mensuelles, avec une variation de trafic mensuelle de +1,45 k (taux de croissance de +57,6 %). Son marché source principal est États-Unis (100 % de part), dont 1,56 k visites directes/mois et — visites de recherche organique/mois.

Boxsy est-il gratuit ? Quel est son modèle tarifaire ?

Boxsy fonctionne selon un modèle tarifaire Payant. Three published monthly tiers: Starter at $99/month (one user, pre-seed to seed), Pro at $149/month (up to three users, seed to Series A) and Command at $199/month (up to ten users, Series A and beyond). Yearly billing costs the same as ten months, saving roughly 17%. Monthly plans start with a 14-day free trial that unlocks Command features and 500 AI credits; a card is required but nothing is charged for 14 days. Partner pricing for portfolios is custom and quotes on request. Les plateformes de facturation et de paiement prises en charge incluent : non répertorié.

Boxsy — Trafic (3,97 k/mois), Tarifs, API & Alternatives

Open AI Tools

Boxsy — Trafic (3,97 k/mois), Tarifs, API & Alternatives | Open AI Tools

À propos de Boxsy

AI COO workspace

An AI COO built into the platform that drafts investor updates, answers investor questions from your own company data, and flags pipeline risks before they become problems.

Investor discovery and matching

A 150,000-contact investor database paired with AI pipeline suggestions and match scoring, so founders know both who to approach and how to move them.

Tracked data room and updates

A smart data room that tracks views down to the investor, section and time spent, plus automated monthly investor updates generated from live KPIs.

KPI, burn and runway control center

A control center that rolls up cash, burn, runway, KPIs and pipeline health, with direct Plaid, HubSpot and QuickBooks integrations feeding it live data.

Ops readiness, compliance and board prep

Stage-by-stage ops readiness matrices, a compliance calendar for filings and renewals, and board-prep templates that pull live metrics into the deck structure investors expect.

Boxsy is an AI-powered operating platform built for early-stage startup founders. It combines fundraising pipeline management, a 150,000-contact investor database, a tracked data room, KPI and runway monitoring, and an AI COO that drafts updates and flags risks—giving pre-seed to Series A teams the visibility of a full operations hire without the headcount.

Cas d'usage à fort impact pour Boxsy

Pre-seed founder preparing a first raise

Run a first fundraising round

Set up an investor pipeline, data room and outreach plan before pitching, so founders can start reaching out the same week instead of rebuilding lists in spreadsheets.

Founder in an active raise

Manage an active round

Track every investor conversation with follow-up timing and engagement signal, and see which relationships are heating up, cooling off or going quiet.

Solo founder post-raise

Automate investor reporting

Generate monthly investor updates from live KPIs and assemble board decks from templates that pull cash, burn and runway automatically.

Seed-stage team without an ops hire

Stand up operational readiness

Work from a stage-by-stage readiness matrix and compliance calendar to close operational gaps and keep filings and renewals on schedule.

Meilleures alternatives et concurrents Boxsy (12)

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Rang	Outil d'IA	Visites mensuelles	Croissance mensuelle	Part du trafic direct	Tarifs	Face à face
●	Boxsy	3,97 k	+57,6 %	39% direct	Payant	Actuel
1	Metal	45,68 k	-32,1 %	74% direct	Payant, Tarifs sur demande	vs Metal
2	Evalyze AI	25,98 k	-2,6 %	34% direct	Freemium, Tarifs sur demande, Gratuit	vs Evalyze AI
3	Syft Analytics	1,11 M	+16,2 %	74% direct	Freemium, Essai gratuit, Payant	vs Syft Analytics
4	Clarity AI	74,6 k	-22,5 %	32% direct	Tarifs sur demande	vs Clarity AI
5	FinanceGPT	15,41 k	+82,3 %	40% direct	Freemium	vs FinanceGPT
6	Fassport	1,74 k	-24,1 %	37% direct	Tarifs sur demande	vs Fassport