Your startup clients — managed, not juggled
The Advisor Suite gives mentors and operators a single workspace to onboard clients, set goals, follow every fundraise, and stay close to each company in their portfolio — without the spreadsheets, the scattered threads, and the where-did-we-get-to calls.
7
On track
2
At risk
3
Raising
Kestrel Labs
FundraisingAtlas Robotics
On trackMeridian Health
At riskOne workspace
every client relationship in a single place
Live
goals, status, and fundraising, always current
Signal only
notified when it matters, not when it happens
You are not short on clients. You are short on a place to keep them all straight.
Great advisors run their portfolio across spreadsheets, email threads, and a notebook of who-said-what. Goals slip, updates go stale, and every session starts with the same question: where did we get to? Pitchroom gives each relationship a home, so you spend your time adding value instead of gathering context.
From first invite to trusted advisor
Four moves that turn a scattered set of relationships into a portfolio you stay on top of.
Follow the round — without the status calls
When a startup you advise is raising, you are often the first call they make. The Companion gives you a live, read-only window into their round, so you arrive already in context.
- Investor pipelineSee the round take shape across every stage, live.
- Deck engagementWho opened the deck, and how long they spent on it.
- Funding progressCommitted, soft-circled, and in-process at a glance.
- Read-only by designYou follow the raise without touching the founder’s data.
Everything an advisor needs, in one workspace
Portfolio dashboard
Every startup client in one live view — health, milestones, and recent activity at a glance, no spreadsheet required.
Client onboarding
A branded invite and a guided flow that links profile, deck, and data room from day one. No "send me that again" moments.
Goals & milestones
Shared goals visible to advisor and founder, broken into milestones with owners, due dates, and real-time progress.
Status tracking
Know where each startup stands — health, momentum, runway — without making founders write a weekly report.
Fundraising companion
A read-only window into each client’s round: investor pipeline, deck engagement, and funding status, in real time.
Scheduler
Share availability and let clients book directly. Session types, calendar sync, and reminders, with your time protected.
Session notes
A shared log of every meeting with action items that carry forward until done. No more starting cold.
Asset manager
Your library of templates and frameworks, shared with the right client at the right moment — straight into their workspace.
Forum & discussions
A private, threaded space per client for async questions and updates, linked to the right goal or round.
Notifications
Milestone hit, investor viewed the deck, status changed — the signal, not the noise, plus a weekly portfolio digest.
Your clients already run on Pitchroom
The Advisor Suite plugs straight into the tools your startups use, so what you see is always live.
The Advisor Profile
A public-facing profile where startups can discover and request advisors directly on Pitchroom — matching the right expertise to the right founding team. Early partners help shape it first.
Questions, answered
It is being developed together with a select group of early partners. If you are an active advisor or operator, contact us for early access and to help shape the product.
Be the advisor every founder wishes they had
The Advisor Suite is being built with a select group of early partners. If you are an active advisor or operator who wants to help shape it, we would love to hear from you.