Your startup clients — managed, not juggled
Pitchroom's Advisor Suite gives mentors and advisors a single workspace to onboard clients, track goals, follow fundraising progress, share resources, and stay close to every company in their portfolio — without the chaos.
All your startups — one clean view
Stop managing clients across spreadsheets, email threads, and notebooks. The Portfolio Dashboard gives every advisor a live overview of all their startup relationships — status, health, upcoming milestones, and recent activity at a glance.
- Card and list view of all active startup clients
- Health indicators — at-risk, on track, and thriving at a glance
- Latest activity feed per company so nothing slips by
- Quick-access to each client's workspace from one place
- Filter and sort by stage, industry, or engagement level
A smooth start for every new client
First impressions matter. Invite a new startup to Pitchroom and walk them through a structured onboarding flow — company profile, context setting, and initial goal alignment — before your first session even starts.
- Send a branded invite link directly to the founder
- Guided onboarding checklist for the startup to complete
- Company profile, deck, and data room linked from day one
- Pre-session questionnaire to surface context and priorities
- Automatic workspace creation upon acceptance
No awkward "can you send me your deck again?" moments. Everything is in place before your first call.
Set the targets. Watch them hit them.
Define clear goals together with each founder — whether it's closing a seed round, hitting an MRR milestone, or launching a new market. Pitchroom tracks progress automatically and surfaces it in every session.
- Create shared goals visible to both advisor and founder
- Break goals into milestones with due dates and owners
- Progress bars updated in real time as milestones are completed
- Goal history — review what was achieved and when
- Goals linked to fundraising status for full context
Always know where each startup stands
Each startup in your portfolio has its own status — operational health, team momentum, product progress, and financial runway. Pitchroom keeps you informed without requiring founders to write a weekly report.
- Custom status categories you define per client type
- Status log — see how each company has evolved over time
- Advisor-set status alongside founder self-reported status
- Status overview across your entire portfolio on the dashboard
Follow the round — without the status calls
When a startup you advise is raising, you're often the first call they make. The Fundraising Companion gives you a read-only window into their round — investor pipeline, deck engagement, and funding status — in real time.
- Live view of the startup's investor pipeline and CRM
- See which investors have viewed the deck and for how long
- Round progress — committed, soft-circled, and in-process
- Advisor notes attached directly to the fundraising timeline
Book sessions. No back-and-forth.
Share your availability with each client and let them book directly. Session types, durations, and recurrence are all configurable — so your time is protected and every meeting has a clear purpose before it starts.
- Shareable booking link per client or across your portfolio
- Session types — check-in, deep-dive, pitch prep, strategy
- Calendar sync with Google Calendar and Outlook
- Buffer time and availability windows you control
- Automatic reminders sent to founders before sessions
Every session, captured and actionable
Great advice is wasted if nothing is written down. Session Notes gives advisors and founders a shared log of every meeting — what was discussed, what was decided, and what needs to happen before the next one.
- Structured note-taking template for each session type
- Action items assigned to advisor or founder with due dates
- Notes visible to both parties — no misalignment on next steps
- Session history searchable across the entire relationship
- Notes linked to the relevant goal or milestone for full context
Accountability built in. Action items carry forward automatically until marked done — no more starting a call by asking 'where did we get to?'
Share the right resource — at the right moment
Templates, frameworks, pitch feedback, investor intros, reading lists — advisors accumulate a wealth of materials over their careers. The Asset Manager lets you share the right resource with the right startup, when it's most relevant.
- Upload and organise your personal advisor resource library
- Share individual assets directly with a specific client
- Clients see shared files in their own workspace — no email attachments
- Version tracking — always share the latest version of a template
- Track which assets were shared, opened, and when
Async advice that doesn't get lost in email
Between sessions, founders need to ask questions, share updates, and think out loud. The Forum gives each client relationship its own threaded discussion space — structured, searchable, and attached to the right context.
- Private discussion thread per startup client
- Topics linked to goals, milestones, or fundraising status
- Rich text, file attachments, and @mentions supported
- Searchable archive of all past discussions
- Founders can post updates without scheduling a call
Stay close without constant check-ins
Pitchroom notifies you when something meaningful happens — not when everything happens. Milestone completed, investor viewed the deck, goal status changed, new message in the forum. You'll know what matters, when it matters.
- Configurable notification preferences per client and event type
- In-app, email, and optional push notifications
- Fundraising alerts — new investor activity, status changes
- Weekly digest — one email summarising all portfolio activity
- Mute low-priority clients during focused periods
No more 'just checking in' emails. Pitchroom surfaces the signal, not the noise — so you spend time adding value, not gathering updates.
Be the advisor every founder wishes they had
Advisor Suite is being developed together with a select group of early partners. If you're an active advisor or operator and want to help shape the product, we'd love to hear from you.