Guides
Step-by-step exports for the sources where your round already lives: LinkedIn, WhatsApp, and the context founders usually leave scattered.
The RoundOS product tour: from sources to daily actions
A RoundOS workflow tour from connected sources and enrichment to warm paths, draft context, daily actions, and weekly review.
GuidesHow to move from a spreadsheet to RoundOS without rebuilding your round
Move an investor tracker from a spreadsheet to RoundOS by preserving funds, people, notes, paths, tasks, and thread state.
Source importsHow to export a WhatsApp chat for RoundOS
WhatsApp does not give you one clean fundraising archive. Export the investor and connector chats that matter, one conversation at a time, then upload each TXT or ZIP to RoundOS.
Source importsHow to download your LinkedIn archive for RoundOS
Export the larger LinkedIn data archive, wait for the complete email, and upload the ZIP to RoundOS so your fundraising memory starts with real relationship context.