What's new

UpgradIQ V2.0 - The Complete Startup OS

• New

  Expanded module suite across 7 categories, up from 14 in V1.x. Every module connects to your Company Brain so data flows automatically across your workspace.

• New

  Capital Suite: Cap Table tracking, Round Simulator with dilution modeling, Grant Finder database, and Runway Planner with 12-month cash projections. All four modules share the same data source so your numbers stay in sync.

• New

  Strategy Suite: Pitch Deck Builder with 10 guided slides, OKR Tracker with quarterly cycles, Unit Economics Dashboard with auto-calculated metrics sourced from your Metrics Store, and NarrativeOS for building and maintaining your company story.

• New

  Accelerator OS: multi-tenant infrastructure for accelerators and incubators, with cohort management, application pipeline, and mentor network tools. Cohort admins get a separate workspace with full visibility into portfolio companies.

• New

  VC OS: deal flow kanban, portfolio dashboard, and SESS-based evaluation scoring for venture capital firms. Investors can track and compare companies using the same scoring framework founders use.

• Improved

  Platform hardening: cursor-based pagination for all list views, API rate limiting, IP allowlist for Enterprise plans, GDPR data export and account deletion, session timeout guards, and mobile-responsive navigation across all pages.

• Security

  Security: 2FA support for all accounts, idle session timeout with a 60-second warning before logout, and comprehensive audit logging for all data access and settings changes.

Stage detection, KPI benchmarking, and smarter onboarding.

• New

  KPI Benchmarking: compare your MRR, churn, CAC, LTV:CAC, gross margin, and runway against curated benchmarks for 5 verticals and 6 stages. Your actual metrics appear in the table automatically.

• New

  Stage Setup Modal: new users without a stage set now see a stage selector the first time they open their dashboard. Pick your stage once and your sidebar and tools update immediately.

• Improved

  Onboarding now includes a dedicated Team and Funding step, capturing team size and raise status to power your SESS score from day one.

• Improved

  Sidebar group label updated from Fundraise to Capital, matching the language founders and investors actually use.

AI Copilot, new pricing, and a revamped command center.

• New

  AI Founder Copilot: a context-aware assistant that reads your Company Brain, SESS score, pipeline, and metrics before every message. Ask anything. Available as a floating widget and as a full-page chat.

• New

  Pricing updated to four tiers: Fundraiser ($39), Builder ($99), Scale ($179), and Enterprise ($399).

• Improved

  Dashboard Command Center redesigned with 8 quick actions including Ask Copilot, Check Readiness, Generate Memo, and Track Milestones.

• New

  Bring Your Own Key AI support now covers five providers: Anthropic Claude, OpenAI, Google Gemini, Groq, and OpenRouter.

Readiness score, memo generator, and milestone tracker.

• New

  Investor Readiness Score: a stage-specific checklist that tells you exactly how prepared you are to fundraise. Eight categories, item-level evidence, and a next-steps panel.

• New

  Memo Generator: produce a polished investor memo from your Company Brain in one click. Four formats (One-Page, Executive, Deep Dive, Teaser) with a secure share link for each.

• New

  Milestone Tracker: plan and track every major company milestone in kanban and timeline views. Owner assignments, KPI links, and stage-specific templates included.

• Improved

  Health Score now displays a score history chart so you can track your SESS trajectory over time and show investors consistent upward momentum.

A cleaner, faster experience across your workspace.

• Improved

  Your dashboard now greets you by name with a time-aware message every time you log in - a small touch that makes the workspace feel like yours.

• Improved

  Share Links now show you which specific pages each investor viewed, not just whether they opened the link. You know exactly where their attention went.

• Improved

  The Business Plan Builder now labels your output as a complete business plan - clearer when you share or export to investors.

• Improved

  Several descriptions across the platform were sharpened so it is faster to understand what each tool does and what to do next.

Know exactly who is viewing your data room and when.

• New

  Real-time viewer analytics on every Share Link: see which investor opened your link, how long they spent, and which documents they came back to.

• New

  Updates now show you open rates per send, so you can see which updates landed and who read them.

• New

  Your dashboard now surfaces a summary of engagement at a glance - active contacts, recent views, and follow-up signals in one place.

• Improved

  Share Links expire automatically after the time window you set, so you never have to remember to revoke access manually.

Send investor updates and share your data room securely.

• New

  Updates: write and send polished updates directly from your workspace. Choose exactly who receives each update and track who opens it.

• New

  Secure Share Links: generate a time-limited link to your data room or any document. Recipients click the link and view - no login required on their end.

• New

  You can now control access per link - set an expiry date and the link stops working automatically when time is up.

• Security

  Every document you share is accessed through a protected link. Your files are never directly exposed - investors only see what you choose to share, for as long as you allow.

Build your strategy and write your business plan in one place.

• New

  Strategy Canvases: map out your business using 15 structured frameworks including Business Model Canvas, Lean Canvas, and SWOT. Each section guides you through the thinking, not just the writing.

• New

  Business Plan Builder: answer guided questions, and the platform builds a complete business plan around your answers. Includes financial projections and exports as a ready-to-send PDF.

• New

  Your canvas and business plan are connected to your workspace - so the thinking you do in one informs the other.

• Improved

  Account setup now takes under three minutes from signup to a fully configured workspace, with your company details, stage, and profile ready to go.

Track every relationship from first contact to close.

• New

  Pipeline: manage every key relationship in one place. Move contacts through six stages - from Target to Closed - and never lose track of where a conversation stands.

• New

  Log meetings, set follow-up tasks, and add notes to each contact so every conversation has context the next time you reach out.

• New

  Your pipeline connects directly to your data room - you can see which contacts have been granted access and what they have viewed, without switching screens.

• Improved

  The dashboard overview now shows your pipeline at a glance: how many contacts are at each stage and where the most activity is happening.

Your company data room is ready to build.

• New

  Data Room: build a complete, structured document hub using 244 pre-built templates. Every template is organised by company stage - Pre-Seed, Seed, Series A, and beyond - so you always know what to prepare next.

• New

  Upload your own documents or fill in the templates directly. Your files are organised into 20 folders that match how stakeholders expect to navigate a professional data room.

• New

  Set permissions per document or folder - control exactly what each person can see before you share anything.

• New

  Your workspace is live from day one. Sign up, name your company, choose your stage, and your full data room structure is ready to fill in - no setup required.