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Client Success

Know which startups need you now.

CloudOffix keeps a full profile of every startup you support and shows your team who needs attention: touchpoints, sentiment, risk flags and days since the last contact.

Startup profile

What you know about each startup

Stage and history

Idea, prototype, pre-revenue, revenue, scaling or graduated, with the full stage history.

Sector

A sector taxonomy to segment your portfolio.

Company facts

Year founded, state of registration, legal structure and number of founders.

Client success

Touchpoints and risk, on the record.

01

Touchpoints

Check-ins, advisory meetings, business reviews, events, support and renewal conversations, each with sentiment.

02

Risk flags

Payment, engagement, outgrowing space, team change, funding or compliance risk, with low, medium or high severity.

03

Contact recency

The last contact date and the days since then, for every startup.

04

Renewal briefs

AI writes a brief every day for each agreement ending in the next 60 days.

See your whole portfolio at a glance.

Book a demo to see startup profiles, touchpoints and risk flags on one record.

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