About Arx

A good advisor,
turned into software.

The institutional knowledge of running a fundraise has lived in advisor calls, partner intros, and a handful of dog-eared playbooks. We're moving it into the place where the work actually happens — feature by feature, step by step, so first-time founders don't have to learn it the hard way.

I. The thesis

Internal knowledge belongs inside the tool — not in a course.

There is a sequence to a modern early-stage round. The investors you target, the order you contact them in, what to put in front of a partner before a meeting, what a clean data room looks like, the cadence of an update — none of these are mysteries. They're institutional knowledge. The people who've done it twenty times know all of them.

The usual answer to that imbalance is to tell first-time founders about it: a podcast, an article, a Saturday-morning webinar, a 90-minute coffee with an advisor who said yes out of pity. We think that's the wrong shape. Founders don't need a syllabus. They need software that already knows.

So we're not writing essays — though we'll write a few. We're building the operating system. Every conviction we have about how a round runs is wired into a screen you'll actually use: the pipeline you'll drag cards across, the deck you'll share, the room you'll open, the model you'll talk to.

II. The inversion

Most fundraising knowledge is sold to you.
Ours is baked in.

The usual shape

Knowledge as article.

  • The 14-page essayYou read it once and forget the structure.
  • The advisor on ZoomGeneric, scheduled, gone by Tuesday.
  • The fundraising course$799 to be told what your CRM should look like.
  • The Notion templateAn empty grid that hopes you fill it in correctly.
  • The podcast clipVibes, not practice.
The Arx shape

Knowledge as software.

  • Pipeline stages, pre-setYou don't design the workflow. You inherit it.
  • A deck with a contact buttonThe button your advisor said to add — already on the page.
  • A data room with linked materialsDeck and cap table stream in from the workspace. You don't re-export.
  • An update template that performsFive blocks, the structure investors actually read.
  • An AI that knows what good looks like"Draft May's update." It does. You approve.
III. How the software guides you

Ten features. Ten practices, each built in.

Every surface in Arx encodes one piece of the playbook the way a good advisor would describe it. Here's the map — one row per feature, one practice per row.

01

Investors list

CRM · Pipeline · Intro paths

You shouldn't be the first founder to invent a pipeline. Arx ships with the stages an advisor would draw — outreach, first call, diligence, committed, signed — and a kanban built for the way checks actually close. Every fund card carries a shareable introduction path: map the advisors and existing investors who can warm-intro you, then send a single link to whoever you need to ask.

Open
02

Pitch deck

Sharing · Analytics · Contact button

A great deck does two things — it explains, and it asks for something. Arx's share isn't a PDF previewer; it's a live surface with per-slide dwell, viewer identity gating, optional password, and version history that doesn't break the URL. Add a single contact button so partners can reply to the deck — not to a stranger's inbox.

Open
03

Data room

Diligence packet · Linked materials · Trackable

The right diligence packet is a moving target. Arx's room serves your pitch deck and cap table as linked materials — re-upload the deck and the room serves the latest, no re-exports. Mix files with external links (Loom, Linear, customer letters), gate access by email, and read the activity log without leaving the page.

Open
04

Cap table

Equity · SAFEs · Live pro-forma

A founder-grade cap table without the founder-grade pain. Shareholders, options, SAFEs and convertibles in one ledger. Pro-forma a priced round in the same window — see dilution, founder positions, post-money math, all live. The first ledger that doubles as a thinking surface.

Open
05

Forecast

Drivers-driven · Industry benchmarks

You don't know what next year's revenue will be. You shouldn't have to guess. Arx's model is drivers-driven — you move headcount, ARPU, CAC, churn; the model derives the rest. Then it scores your numbers against seed-stage SaaS benchmarks (Rule of 40, burn multiple, CAC payback), the way a partner reads them, so you know which fight you're walking into.

Open
06

Investor updates

Composer · Five-block template · Cadence

The five-block structure investors actually open — headline, highlights, lowlights, asks, traction — already in the composer. Send from your Gmail so replies thread to your inbox, embed a Loom, and watch the open rates roll in.

Open
07

Bookings

Calendar · Investor self-serve

A booking link any investor can drop a slot into. Buffers, time zones, prep questions, Google Calendar + Zoom sync, reminder emails. Each booking lands on the fund record so the call has the context.

Open
08

Ask Arx (AI)

Agent · Private · Claude MCP

Trained on the best fundraising writing and operator practice — and pointed at your data. Ask Arx works inside the app or through Claude via MCP, so you can run your pipeline, draft updates, analyze a data-room visit, or stress-test the forecast from anywhere you already type.

Open
09

Integrations

Gmail · Calendar · Zoom · Slack · MCP

Arx plugs into the tools you already use — not the other way around. Send investor updates from your Gmail, hold meetings on your Google Calendar, jump on Zoom, ping the team in Slack, and run Arx from Claude via the MCP server.

Open
10

Resources

Playbooks · Templates · Weekly brief

The institutional knowledge we couldn't bake into a screen — diligence checklists, term-sheet glossaries, update templates — sitting next to where you'd use it. Plus a curated weekly brief: what closed in your sector, what didn't, what to read.

Open
IV. What we believe

Five quiet convictions.

The product is a long list of small decisions. Each rolls up to one of these.

01 · Opinion

Opinionated software beats blank canvases.

Notion is infinite. So is your weekend you'll spend setting it up. Defaults compound. We'd rather ship the workflow with the practices already drawn — and let you change what doesn't fit.

02 · Tutor

The tool should walk you through the work.

Most software assumes you know the next step. Arx assumes you don't, and quietly points to it. You'll always see what's missing in your packet, who's gone cold, when to send the next update.

03 · Truth

One workspace, one source of truth.

The same cap table the partner is reading is the one you're editing. The same deck in the room is the latest one you uploaded. Cross-module context flows through Ask Arx so the assistant knows where things stand without you having to repeat yourself.

04 · Calm

Calm, not loud.

Fundraising software shouldn't sound like a CRM sales page. Editorial type, precise copy, warm colors. We owe you concentration — not gamification, not "you're crushing it!", not 🎉.

05 · Privacy

Your data is your data.

Cap tables and SAFEs are some of the most sensitive documents a company will ever own. We encrypt them at rest, gate them per row, and never train AI models on them. The privacy floor for fundraising software should be the privacy floor for legal software.

The software you use to do the work should also know how the work is supposed to be done.
Arx · The whole idea, in one sentence
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