Three days to the meeting that decides your round.

The problem

During a raise the investors are in a spreadsheet, the call notes in another app and the answers to common questions in old emails, while customers still need you.

In the video: “Three days to the meeting that decides your round. Investors in a spreadsheet, notes in another app, answers in old emails.”

How PlexiDesk handles it

In PlexiDesk, your raise gets one desk. A desk is one canvas for one piece of work, and the video tours three of its widgets:

1. The big meeting

   In the video: “The big meeting, and what to bring.”

   A Card widget keeps the meeting that matters, and what to bring, at the top of the desk.

2. The investors

   In the video: “Every investor, where they're up to, what's next.”

   A Table widget lists every investor, where they are up to and what is next.

3. Your answers

   In the video: “Answers to what investors always ask.”

   A Page widget collects your answers to the questions investors ask.

When something else comes up

In the video: “Then a customer needs a price. Switch desks, nothing to rebuild. The raise waits where you left it.”

The other job gets a desk of its own, so switching does not mean packing anything away. In the video, “Pre-seed raise” stays exactly as it was while “Customer calls and pricing” is open. Open desks sit side by side as tabs in the open items strip, a click apart, and Resume writes a short note on where a desk stands for when you come back to it.

The raise on one desk. Customers on another.

Try it

Try a start-up founder deskThe interactive demo builds a ready-made desk for this kind of work in your browser. Nothing to install.

Or set up the desk yourself from a template: each one lists the widgets it needs and how to set it up in PlexiDesk.

• Desk template

  Investor update desk: one table behind every number you send

  Type each monthly metric once, in one table, and let the stat card, the chart, the update and the deck take their figures from it.

Related reading

• Blog

  Writing an investor update where every number agrees

  A structure for monthly investor updates you can reuse, and how to keep the figures in the update, the deck and the model from drifting apart.

• Blog

  The real cost of context switching, and how to switch less

  Switching between tasks costs time and the thread you were holding. What the research says, and practical ways to switch less and recover faster.