This is the exact checklist I use with every 1-1 consulting client to prepare their company for a funding round. It’s every doc, data point and decision you need before talking to investors.

3 phases of preparation, divided in 11 areas and a total of 44 items.

Start from Phase 1 and move step by step.

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To use this checklist make a copy in your own Notion Workspace.

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by Nikola Yanev | http://behindtheround.com/ | Hands-on fundraising advisory.


🏡 PHASE 1: PREPARE YOUR COMPANY


🧰 PHASE 2: BUILD YOUR MATERIALS


🎣 PHASE 3: SET UP YOUR CAMPAIGN


✅ If you’ve completed all steps you are now ready to kick-off your fundraising campaign. ✅