Boxsy is a SaaS platform that helps startup founders streamline operations. It offers tools for operational readiness, automated reporting, and expert guidance. The platform includes metrics tracking, AI-powered insights, and software discounts to assist in scaling businesses efficiently.
Features
Ops Readiness Score
Provides an operational readiness score to help startups assess their progress across various stages like Pre-seed, Seed, and Series A. This helps identify areas for improvement to enhance business operations.
Metrics at Your Fingertips
Breaks down financial metrics like revenue and profit YTD to provide a clear picture of your business health. This feature helps founders keep track of financial performance effortlessly.
Operational Readiness
Advises on essential tasks and requirements needed to set up, run, and scale your business. This feature provides guidance to ensure smooth operations.
Automated Reporting
Gathers and shares key performance data within seconds, helping businesses create investor reports quickly and efficiently.
Expert Guidance
Connects founders with experts for personalized advice and guidance based on their specific needs, helping them tackle unique challenges.
Software Discounts
Offers access to essential business software at discounted rates, allowing startups to operate efficiently without high costs.
AI-Powered Tools & Insights
Generates documents, provides insights, and answers key questions using AI, supporting business decisions with data-driven guidance.
Centralized Control Hub
Manage operations seamlessly with intuitive dashboards.
Startup Readiness Score
Get a clear assessment and action plan for operational success.
Investor Collaboration
Easily share key insights and updates with stakeholders.
Seamless Integrations
Connect QuickBooks, HubSpot, and bank accounts effortlessly.
Flexible Data Management
Update data manually or via spreadsheet upload.
Team Access
Includes 5 internal users for streamlined operations.
Expanded Collaboration
Invite up to 25 external partners to collaborate.
Expert Guidance
Enjoy 5 free hours of personalized consultation.
Expert Connect Marketplace
Connects you with vetted service providers and fractional CXOs in areas like finance, operations, marketing, and legal, assisting in scaling your startup and tackling challenges with expert support.
Service Categories
Provides access to various expert areas including Creative Media, Marketing, Revenue, Business Operations, Product & Technology, and Corporate Development.
Global Expert Network
Offers connections with top talent across North America, Europe, and beyond for diverse industries.
Curated Professionals
Ensures that you work with proven and vetted experts tailored to your startup's needs.
Comprehensive Business Support
Offers support in all business areas ensuring a holistic approach to your startup's growth.
Customized Matching
Matches professionals based on geographic location, industry, and stage of the startup to ensure aligned expertise and support.
Control Center
Provides real-time, AI-powered operational insights to help keep operations running smoothly.
Ops Readiness Matrix
Offers pre-built workflows and startup efficiency tools to streamline scaling processes.
Expert Marketplace
Enables access to vetted service providers and fractional CMOs for additional support as needed.
Portfolio Management
Monitors metrics and provides tools for quick LP updates to manage investor portfolios.
Deal Flow & Due Diligence
Helps assess new opportunities faster with venture capital management software.
Data-Driven Insights
Aggregates and anonymizes data to help identify trends, risks, and opportunities.
HTTPS Encrypted Connections
All access to the Boxsy website is restricted to HTTPS encrypted connections, ensuring data retrievals are secure using a unique access token.
Secure Authentication
Utilizes email-based magic links and Multi-Factor Authentication (MFA), including Time-Based One-Time Passwords (OTP), through Stytch. Supports OAuth logins for authentication and authorization.
Integration Security
Integration with accounting or CRM accounts is conducted securely via Nango.
Restricted Employee Access
Boxsy staff do not access business metrics unless necessary for support, obtaining explicit consent each time, except during critical security issues.
Credit Card Safety
Credit card data is updated through Chargebee and not transmitted or stored on Boxsy systems. Uses Stripe for payment processing, certified to PCI Service Provider Level 1.