PropelUpBuilderYour founder operating system for
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Connect your startup to investors and partners while we help organize administrative work—calendars, draft prep, and tracking—so you stay focused on building.
Show me deadlines this quarter, my diluted ownership after the SAFE, and three investors who fit our stage.
Pulled from your workspace—not generic advice. Here's a concise snapshot:
Deadlines — Two state reports and a payroll tax deposit due in the next 45 days—reminders only; you submit through the official channel.
Ownership — Pro forma cap table after SAFE conversion with scenario sliders.
Investors — Three funds matched to your sector, stage, and check size with draft intro notes.
Workspace pillars
Admin, investors, and capital—connected
A single place to reduce manual juggling across deadlines, fundraising, and customer motion.
Proactive deadline radar
Tracking and reminders for state filings, tax deadlines, and FinCEN reports with tiered alerts. Draft prep you edit and submit yourself—we never file on your behalf. Centralized equity, SAFEs, and IP ledgers with scenario modeling—tools to support your decisions, not legal advice.
Investor & customer workspace
One place for leads, progress updates, practice pitches, and aligning your team on strategy—so fundraising and growth stay visible.
AI-driven capital pipeline
Match to equity investors and non-dilutive grants, with personalized outreach and investor-ready plans generated in under an hour.
Core modules
Six systems, one stack
From vault to pipeline—designed for operators who need clarity without the spreadsheet maze.
Deadline & obligation tracker
Calendar views from your data, tiered alerts, editable draft prep (you submit to agencies yourself), and handoff when you need an expert.
Entity & IP vault
Secure document storage, IP ledger, version control, and drafting support.
Cap table management
Full equity ledger, SAFE modeling, scenario analysis, and 409A reminders.
Business plan generator
Structured interview, live data hooks, and scoring to sharpen your narrative.
Investor ID & pipeline
Match scoring, non-dilutive grants, CRM-style pipeline, and outreach drafts.
Growth milestones & OKRs
OKR framing, runway visibility, risk register, and investor update drafts.
Propel Agent
The AI layer
Context-first AI grounded in your structured workspace—not generic advice.
Proactive nudges
Deadline and readiness alerts, runway signals, pipeline reminders—grounded in your workspace data.
Investor finding & closing
Lead ideas, investor updates, draft materials for filings you submit yourself, and grant summaries tuned to your story.
Context-grounded data room
"What deadlines are coming up?" "What's my diluted ownership?"—answered from live structured data, not generic chat.
Guided project & product flow
Use one system to develop and manage your product and business pipeline with your team.
Modes: conversational prompt · proactive cards · guided wizard · weekly briefing
Security architecture
Built for sensitive founder data
- Uploaded files are encrypted at rest and in transfer: TLS protects data on the wire; stored uploads use encryption at rest.
- Enterprise API endpoints with strict zero-retention: proprietary data processed in memory, not used to train public foundation models.
- Tenant-isolated vector stores with logical isolation and row-level security for retrieval.
- Ephemeral agent workspaces: tasks run in temporary environments that are torn down when done.
- Data minimization and scrubbing: sensitive fields masked before model reasoning where applicable.
- Granular audit trails: see when and why an agent touched a document.
Pricing
Plans that scale with you
Entry
Bootstrapping founder
- ·Structured data room support
- ·100 docs in Vault
- ·Cap table and payroll helpers
- ·10 AI agent queries / mo
- ·3 investor leads / mo
Builder
Early-stage scaling
- ·Everything in Entry
- ·Business plan generator
- ·Roadmap & risk mitigation planning
- ·Investor leads & newsletter
- ·Federal tax filing guidance & checklists (you file)
- ·Delaware filing guidance (you submit)
- ·State tax & filing tracking & checklists (you file)
- ·IP licensing tracking
Growth
Established founders
- ·Continuous business plan analysis & model updates
- ·Strategy and execution for products & projects
- ·Warm investor intros & customer lead generation
- ·IP ledger + IP agent
- ·Product profiler with scoring
- ·Specialized agents + weekly brief (priced by seats)
PropelUp does not file on your behalf. Onboarding effort may be higher if prior-year tax returns need cleanup; optional assisted catch-up may be quoted separately.
Ready to run the business side like you run product?
Bring your cap table, deadline tracking, and pipeline into one workspace—with Propel Agent on top.