Every founder runs two sales motions at once: raising money and finding customers. Both live in spreadsheets — one tab of firms and partners and warm-intro paths, one tab of discovery calls and half-tested hypotheses — plus a calendar, a notes app, and the follow-up you remembered at 2am. A real CRM would fix it, except every CRM wants you to be a sales team: their objects, their seats, their onboarding week you don’t have. So the spreadsheet survives another quarter, and a partner meeting slips through it.
Install it and Planes speaks founder: firms, conversations, term sheets, diligence. Ten minutes, not an onboarding week.
research, intro, first meeting, partner meeting, diligence, term sheet. Every conversation staged, every follow-up a task, every pass logged with why.
each firm’s diligence tracked from request to data room to done — so the third investor asking for the same document gets it in minutes.
prospects and interviewees move through their own pipeline — identified, contacted, interviewed, advocate — with the segment and hypothesis on every record.
connect Claude or ChatGPT and ask “which firms are in diligence?” or “log the Sequoia call” — the agent operates the same permissioned system.
you’re a builder — so everything the app can do, the API can do. Wire your product’s signups straight into the discovery pipeline with the TypeScript SDK.
no seat math at the stage where every dollar is runway.
That’s the starting point. Your accelerator’s demo-day sprint, your design-partner program, the metric your lead investor watches — describe them and the agent builds them in. That’s not configuration. That’s the product.
Until it isn’t. The spreadsheet fails silently — the follow-up not sent, the warm intro never asked for, the discovery insight buried in a notes app when you’re deciding what to build. The big CRMs solve this for sales teams by making you become one. Planes solves it by becoming yours: an agent shapes the system to how you actually run the raise, you operate it from chat between everything else, and when you’re ready to integrate your own product, the same API and SDK the app runs on are yours too.
Planes is a bootstrapped product built the way you’re building: talking to users, shipping, adjusting. The Founder OS Blueprint exists because our onboarding agent kept configuring Planes for businesses far outside the trades we started with — and founders kept being the people who noticed what that meant. Come shape it: your raise, your discovery motion, your integrations become the Blueprint. And if you’d rather build on Planes than just run on it, the developer platform is open.
Explore the developer platform →A two-minute application, read by a human. We build your setup with you — free. You hear back within 24 hours.
See you up there.