Features
Everything between a founder’s first message and your first meeting
Founders come in from your website and your events. AI reads each one and shows its working. Your team decides, and the deals worth pursuing move on to Unlocked.
01Deal flow in
Founders arrive with what you need to judge them
Website forms and event booking pages feed one list, filed by where each founder came from.
- 01
Founders from your website
LiveYour website’s contact or pitch form sends each enquiry straight into Xpand as a contact, filed under the site it came from. Each source has its own key.
- 02
Event booking pages
LiveA public page per event where founders ask for a short meeting: they pick a slot, give their round, sector and revenue stage, and upload a deck or share a link.
- 03
Replies on the record
LiveFounders’ replies to emails sent from Xpand are filed on their record as notes, without the quoted history.
- 04
CSV import and export
LiveBring a list in from a spreadsheet and take your data out whenever you want.
02AI review
A first read on every company, with the reasoning
Every agent returns its reasoning with its answer. Nothing is sent, saved or changed until someone on your team says so.
- 01
Pitch review
LiveReads each meeting request as it arrives (round, sector, revenue stage, what the founder is looking for, whether a deck is attached) and rates the fit from 1 to 10.
What you see: A two-sentence summary for you and three questions to ask in the meeting.
- 02
Researcher
LiveChecks the company: its domain and website, and the UK Companies House register when switched on. Reads the attached pitch deck, then recommends meet, clarify first or defer.
What you see: The evidence behind every signal, founder claims kept apart from checked facts, and what is still unknown.
- 03
Lead Scorer
LiveScores every contact from 0 to 100 so the people waiting on you are in a sensible order.
What you see: The reasoning in plain words. Anyone on your team can override the score.
- 04
Email Drafter
LiveWrites a personal reply from the contact’s real history, streamed straight into the page.
What you see: A draft for you to edit and send. Nothing goes out on its own.
- 05
Follow-up
LiveProposes next steps from a contact’s history and lists the people nobody has touched in 14 days.
What you see: Each suggestion with its reason. Tasks are created only when someone clicks.
- 06
Meeting Summarizer
LiveTurns pasted meeting notes into a summary and a list of action items.
What you see: How it read the notes. Audio upload is coming soon.
- 07
Competitor Intel
LiveName a company’s competitor and get its strengths, its weak spots and how the two compare.
What you see: A reminder to check the intel against current sources before you rely on it.
- 08
Contact Enricher
LiveFrom a name and an email address, suggests the company, industry and seniority.
What you see: Why it suggests each field. Nothing changes until a person accepts it.
- 09
Pipeline risk monitor
Coming soonA nightly check of your pipeline for opportunities that are going quiet.
What you see: Which ones, and why they look at risk.
Live In the product todayComing soon Being built, not available yet
03Decisions
Approve, decline or propose a time
Each request shows the fit score, the summary and the questions to ask, next to the buttons.
- 01
Approve or decline
LiveOne click in Xpand. The founder is told by email either way.
- 02
Propose another time
LiveOffer a different free slot. The founder accepts it on a page of their own, and nothing moves until they do.
- 03
Calendar invite
LiveOnce a time is agreed, the founder gets a confirmation with a calendar invite.
- 04
Private decks
LivePitch decks are kept in private storage and opened through short-lived links, only by people signed in to your workspace.
04Unlocked
Hand the deal on to Unlocked
Unlocked is the deal tracker that takes each company through the investment process.
- 01
Founders flow into Unlocked
LiveUnlocked reads the founders who asked to meet you, with their details and a short-lived link to the deck, through a read-only export.
- 02
Unlocked’s verdict back in Xpand
LiveAs a company moves through Unlocked, its score, reasoning, stage and decision come back and show on the founder’s record in Xpand.
- 03
One sign-in
Coming soonMove between Xpand and Unlocked without signing in twice.
05The CRM underneath
A simple CRM for founders, companies and your pipeline
It also works for B2B sales teams: the same scoring, research and drafting help reps know who to call first.
- 01
Contacts and companies
LiveOne record per founder and per company, with every call, email, note and meeting on it.
- 02
Projects
LiveLeads grouped by the event or website they came from, so each source has its own list.
- 03
Pipeline and tasks
LiveA drag-and-drop pipeline board with your own stages, and tasks linked to each record.
- 04
Your team
LiveInvite partners and analysts into one workspace for your fund.
- 05
HubSpot and Salesforce
Coming soonRead-only connectors for teams that already keep a CRM. HubSpot first.
Try it on your next founders
Create a workspace, connect your website form or open a booking page for your next event, and read why each founder got their score.
No card needed for the trial.