Replace your stack
Pick your current tools and see what replaces them
Forms, sheets, trackers, calendars and a CRM built for sales each have a module that replaces them. What they held becomes events on one founder record. Every name and number here is fictional.
Your tools today
The tools you run today
Tap the ones you use. The panel shows the module that replaces each one and what gets saved to the founder record.
Six swaps, up close
What the swap looks like
Here’s how six common tools compare with the modules that replace them.
Application Builder
From a form tool to a form that creates the record
The form used to be the end of the line: export the CSV, paste it into a sheet, chase the missing deck. Now the same form creates the founder record on submit.
ONE RECORD
Form · Spring 2026 · 312 responses
COMPANY
Lumen Health
DECK
lumen-deck-final-v3.pdf
MANUAL
Export CSV → paste into the tracker
Spring 2026 application
COMPANY
Lumen Health
DECK
Uploaded · on the record
ON THE RECORD
Founder record created on submit
Replaces Typeform and Google Forms
No export, paste or chase
Application Builder
From a form tool to a form that creates the record
The form used to be the end of the line: export the CSV, paste it into a sheet, chase the missing deck. Now the same form creates the founder record on submit.
ONE RECORD
Form · Spring 2026 · 312 responses
COMPANY
Lumen Health
DECK
lumen-deck-final-v3.pdf
MANUAL
Export CSV → paste into the tracker
Spring 2026 application
COMPANY
Lumen Health
DECK
Uploaded · on the record
ON THE RECORD
Founder record created on submit
Replaces Typeform and Google Forms
No export, paste or chase
Application Builder
From a form tool to a form that creates the record
The form used to be the end of the line: export the CSV, paste it into a sheet, chase the missing deck. Now the same form creates the founder record on submit.
ONE RECORD
Form · Spring 2026 · 312 responses
COMPANY
Lumen Health
DECK
lumen-deck-final-v3.pdf
MANUAL
Export CSV → paste into the tracker
Spring 2026 application
COMPANY
Lumen Health
DECK
Uploaded · on the record
ON THE RECORD
Founder record created on submit
Replaces Typeform and Google Forms
No export, paste or chase
Workspaces
From email threads to a shared workspace
The advisor and the founder used to trade notes, decks and action items over email. Now the session, its actions and the recording sit on the founder record, in one workspace both can open.
AO
YS
Ada Okafor × Yara Sadiq
Pricing · 6 sessions · since March
SHARED NOTES
Next step · test the $199 tier with 5 founders
ADVISOR-ONLY NOTES
Watch the churn assumption. Suggest a cohort-only price test before the board update.
Replaces email threads and a notes app
One workspace, nothing re-sent
Workspaces
From email threads to a shared workspace
The advisor and the founder used to trade notes, decks and action items over email. Now the session, its actions and the recording sit on the founder record, in one workspace both can open.
AO
YS
Ada Okafor × Yara Sadiq
Pricing · 6 sessions · since March
SHARED NOTES
Next step · test the $199 tier with 5 founders
ADVISOR-ONLY NOTES
Watch the churn assumption. Suggest a cohort-only price test before the board update.
Replaces email threads and a notes app
One workspace, nothing re-sent
Workspaces
From email threads to a shared workspace
The advisor and the founder used to trade notes, decks and action items over email. Now the session, its actions and the recording sit on the founder record, in one workspace both can open.
AO
YS
Ada Okafor × Yara Sadiq
Pricing · 6 sessions · since March
SHARED NOTES
Next step · test the $199 tier with 5 founders
ADVISOR-ONLY NOTES
Watch the churn assumption. Suggest a cohort-only price test before the board update.
Replaces email threads and a notes app
One workspace, nothing re-sent
Cohort Management
From a stale tracker to a cohort board that stays current
The tracker was right on Monday and wrong by Wednesday. Now every session, task and offer is saved to the founder record, and the cohort board updates as that work is logged.
ONE RECORD
Cohort tracker · Spring
MANUAL
Last updated 9 days ago
Spring cohort · 12 founders
Ada Okafor · Lumen Health
WEEK 6 · ON TRACK
Mei Tanaka · Kite Robotics
WEEK 6 · 2 OVERDUE
ON THE RECORD
Updated by the work itself
Replaces Airtable and monday.com
Stage, owner and what’s due
Cohort Management
From a stale tracker to a cohort board that stays current
The tracker was right on Monday and wrong by Wednesday. Now every session, task and offer is saved to the founder record, and the cohort board updates as that work is logged.
ONE RECORD
Cohort tracker · Spring
MANUAL
Last updated 9 days ago
Spring cohort · 12 founders
Ada Okafor · Lumen Health
WEEK 6 · ON TRACK
Mei Tanaka · Kite Robotics
WEEK 6 · 2 OVERDUE
ON THE RECORD
Updated by the work itself
Replaces Airtable and monday.com
Stage, owner and what’s due
Cohort Management
From a stale tracker to a cohort board that stays current
The tracker was right on Monday and wrong by Wednesday. Now every session, task and offer is saved to the founder record, and the cohort board updates as that work is logged.
ONE RECORD
Cohort tracker · Spring
MANUAL
Last updated 9 days ago
Spring cohort · 12 founders
Ada Okafor · Lumen Health
WEEK 6 · ON TRACK
Mei Tanaka · Kite Robotics
WEEK 6 · 2 OVERDUE
ON THE RECORD
Updated by the work itself
Replaces Airtable and monday.com
Stage, owner and what’s due
Investor Search
From a sales CRM to Investor Search
A CRM built for sales pipelines held the investor list, and nobody kept it current. Now the search runs on the founder record: stage, sector, check size and who leads.
SEED
HEALTHTECH
US · EU
LEADS ROUNDS
investors fit · of 1,240
NV
Northwind Ventures
Seed · Health · leads
84% FIT
HC
Harbor Capital
Pre-seed to A · US
82% FIT
CA
Cobalt Angels
Seed · EU · syndicate
72% FIT
Replaces a sales CRM
1,240 investors, searchable
Investor Search
From a sales CRM to Investor Search
A CRM built for sales pipelines held the investor list, and nobody kept it current. Now the search runs on the founder record: stage, sector, check size and who leads.
SEED
HEALTHTECH
US · EU
LEADS ROUNDS
investors fit · of 1,240
NV
Northwind Ventures
Seed · Health · leads
84% FIT
HC
Harbor Capital
Pre-seed to A · US
82% FIT
CA
Cobalt Angels
Seed · EU · syndicate
72% FIT
Replaces a sales CRM
1,240 investors, searchable
Investor Search
From a sales CRM to Investor Search
A CRM built for sales pipelines held the investor list, and nobody kept it current. Now the search runs on the founder record: stage, sector, check size and who leads.
SEED
HEALTHTECH
US · EU
LEADS ROUNDS
investors fit · of 1,240
NV
Northwind Ventures
Seed · Health · leads
84% FIT
HC
Harbor Capital
Pre-seed to A · US
82% FIT
CA
Cobalt Angels
Seed · EU · syndicate
72% FIT
Replaces a sales CRM
1,240 investors, searchable
Event Management
From an events tool to events tied to the cohort
RSVPs lived in one tool, attendance in another, and reminders went out by hand. Now each event’s cohort list, confirmations and attendance are on the record.
ONE RECORD
Demo Day · public event page
ATTENDEES
64 registered · export list
MANUAL
Match names to the cohort by hand
Demo Day · Spring cohort
RSVPs
64 OF 80
Reminders
SENT 3 DAYS BEFORE
ON THE RECORD
Attendance saved to each record
Replaces Eventbrite and Calendly
RSVPs, attendance and reminders
Event Management
From an events tool to events tied to the cohort
RSVPs lived in one tool, attendance in another, and reminders went out by hand. Now each event’s cohort list, confirmations and attendance are on the record.
ONE RECORD
Demo Day · public event page
ATTENDEES
64 registered · export list
MANUAL
Match names to the cohort by hand
Demo Day · Spring cohort
RSVPs
64 OF 80
Reminders
SENT 3 DAYS BEFORE
ON THE RECORD
Attendance saved to each record
Replaces Eventbrite and Calendly
RSVPs, attendance and reminders
Event Management
From an events tool to events tied to the cohort
RSVPs lived in one tool, attendance in another, and reminders went out by hand. Now each event’s cohort list, confirmations and attendance are on the record.
ONE RECORD
Demo Day · public event page
ATTENDEES
64 registered · export list
MANUAL
Match names to the cohort by hand
Demo Day · Spring cohort
RSVPs
64 OF 80
Reminders
SENT 3 DAYS BEFORE
ON THE RECORD
Attendance saved to each record
Replaces Eventbrite and Calendly
RSVPs, attendance and reminders
Reporting Dashboards
From a quarterly rebuild to a live dashboard
Every quarter someone rebuilt the report from six exports. Now the dashboard reads from the same record the program works in, and the numbers update as work is logged.
ONE RECORD
Q3_report_FINAL_v4.xlsx
MANUAL
Six exports · about a day of work
Spring 2026 report · live
FOUNDERS
12
SESSIONS
148
REDEEMED
41
ON THE RECORD
Export for the sponsor in one click
Replaces a quarterly rebuild in a spreadsheet
Live from the record
Reporting Dashboards
From a quarterly rebuild to a live dashboard
Every quarter someone rebuilt the report from six exports. Now the dashboard reads from the same record the program works in, and the numbers update as work is logged.
ONE RECORD
Q3_report_FINAL_v4.xlsx
MANUAL
Six exports · about a day of work
Spring 2026 report · live
FOUNDERS
12
SESSIONS
148
REDEEMED
41
ON THE RECORD
Export for the sponsor in one click
Replaces a quarterly rebuild in a spreadsheet
Live from the record
Reporting Dashboards
From a quarterly rebuild to a live dashboard
Every quarter someone rebuilt the report from six exports. Now the dashboard reads from the same record the program works in, and the numbers update as work is logged.
ONE RECORD
Q3_report_FINAL_v4.xlsx
MANUAL
Six exports · about a day of work
Spring 2026 report · live
FOUNDERS
12
SESSIONS
148
REDEEMED
41
ON THE RECORD
Export for the sponsor in one click
Replaces a quarterly rebuild in a spreadsheet
Live from the record
The cost of separate records
What a dozen tools don’t show
A dozen tools hold a dozen separate records. A founder who applied last year, worked with one of your advisors and redeemed two offers looks like three different people. No integration fixes that. The records were never one record.
The tools named here are examples
Nobody uses Salesforce instead of this. It’s one of the dozen tools a program ends up running, and the real competitor is the fragmentation between them.
Where the real competition sits
Where the real competition sits
The competition is at the module level, where genuine alternatives exist. Each module page says exactly what it replaces.
What changes
Fewer logins help, but one record is the bigger win
The whole platform is $495 a month, flat, with unlimited seats. A per-seat stack, by comparison, costs more every time you hire.
Replace the stack with one record
Forms, sheets, trackers, calendars and the sales CRM each have a module that replaces them.
Thirty minutes on your use case. No deck and no commitment.
Replace the stack with one record
Forms, sheets, trackers, calendars and the sales CRM each have a module that replaces them.
Thirty minutes on your use case. No deck and no commitment.
Replace the stack with one record
Forms, sheets, trackers, calendars and the sales CRM each have a module that replaces them.
Thirty minutes on your use case. No deck and no commitment.