How it works
From a founder’s first message to a meeting worth taking
Five steps. The AI does the first read; your team makes every decision.
01Steps
Getting started
- 01
Create your workspace
Sign up and get a private workspace for your fund. Every plan starts with a 14-day free trial, no card needed.
- 02
Open the door to founders
Connect your website’s pitch or contact form, or open a booking page for your next event. Founders arrive with their round, sector and deck.
- 03
The AI reviews each one
Every request gets a fit score with a summary and questions to ask. The Researcher checks the company and the deck and recommends meet, clarify first or defer.
- 04
Approve, decline or propose a time
Decide in one click. The founder hears back by email, and agreed meetings get a calendar invite.
- 05
Hand over to Unlocked
Founders who asked to meet you flow into Unlocked, the deal tracker, for the investment process.
02One founder’s path
What happens to each request
Xpand does the reading and the first draft. Your partners do the judging.
- A founder writes in
- Their message from your website lands in Xpand as a contact, filed under the site it came from.
- A request for a meeting
- At an event, founders pick a slot on your booking page and add their round, sector, revenue stage and deck. The pitch review rates the fit and suggests questions.
- Before you decide
- The Researcher checks the company and reads the deck, then recommends meet, clarify first or defer, with the evidence and the gaps.
- You decide
- Approve, decline or propose another time. The founder hears back by email; an agreed time comes with a calendar invite.
- After the meeting
- Paste your notes for a summary and action items, draft the follow-up, and the company is ready for Unlocked.
03Questions
Before you start
Who is Xpand for?
VC funds, angels, family offices and investment teams who get founders writing in through their website or asking to meet at events. It also works for B2B sales teams.
How does the AI judge a founder?
The pitch review rates the fit from 1 to 10 from what the founder told you. The Researcher checks what it can (the company’s domain, website and, when switched on, Companies House), reads the deck, and keeps founder claims apart from checked facts. Both write down why.
What if I disagree?
Then you decide otherwise. The AI recommends; your partners approve or decline, and any score can be overridden.
Does anything get sent automatically?
Only the messages that follow your own decision: when you approve, decline or propose a time, the founder is told by email. Drafted emails are never sent without a person.
How does it work with Unlocked?
Unlocked reads the founders who asked to meet you, with a short-lived link to their deck, so the investment process starts with what Xpand already gathered. Unlocked sends its score, stage and decision back, and you see them on the founder’s record in Xpand. A single sign-in is coming soon.
How long does setup take?
Sign-up takes a couple of minutes. Every self-serve plan starts with a 14-day free trial with no card.
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.