Fundraising provides entrepreneurs with the financial resources needed to bring their visions to life, whether it's for starting up, scaling, or entering new markets. A well-structured Fundraising template in Notion can streamline this critical process, offering a systematic approach to managing contacts, tracking communications, and organizing crucial documents. Before diving into creating your own Fundraising template, consider exploring the following templates to simplify and enhance your fundraising efforts.
1. Series A Data Room
Founders can use this template to insert all the information investors need when raising funds. It helps investors gather all the statistics, recordings, graphs, and FAQs that venture capital needs to evaluate your company.
2. Fundraising tracker
Accidentally emailing an investor you've already pitched, or showing up to a meeting unprepared is like the real-life version of that dream where you show up to a class in your underwear. So use this template as one place where you can track every contact and your communication history.
Track different kinds of data in the same database — whether it's average check size, emails, or warm contacts. View contacts by status to see which investors you've won or lost, and how much progress you're making. Then click into each investor's subpage to add meeting notes, links to their websites, or pitch prep.
3. The Ultimate Data Room
Embark on your entrepreneurial journey with confidence using my Startup Data Room Template. This all-encompassing toolkit is designed to get you in touch with what you need in your data room for a successful fundraising. You can use it as centralized hub for crucial information across three key domains: Investment, Legal, and Commercial. Yet, it's primarily made to inform you about what you need and aggregate all the information in a central spot.
🌐 Investment Round:
- Pitch Deck: Craft an irresistible presentation that captivates investors.
- Vision and Strat: Define your startup's vision and strategic objectives.
- Metrics Dashboard: Visualize your performance metrics with clarity.
- Financial Model: Build a robust financial model for insightful projections.
- Financial Plan: Develop a comprehensive plan for financial success.
- Market Size Analysis: Dive into detailed market size assessments.
- Cap Table: Manage and organize your capitalization table effortlessly.
- Competitive Analysis: Conduct a thorough analysis of your competitive landscape.
- Valuation Analysis: Dive into detailed valuation assessments.
- Term Sheet: Clearly outline the terms of your investment deal.
- Investors FAQ: Anticipate and address potential investor queries.
⚖️ Legal Cornerstones:
- Company Registration: Navigate the process of company registration seamlessly.
- Memorandum of Association: Formalize your company's structure.
- Articles of Association: Outline the articles governing your startup.
- SEIS/EIS Advance Assurance: Secure tax benefits with advance assurance.
- Employment Contracts: Establish clear and comprehensive employment terms.
- NED LoA: Formalize agreements with Non-Executive Directors.
- Advisors and Consultant Contracts: Structure agreements with key contributors.
- Sweat Equity: Define terms for contributors receiving equity.
- IP: Safeguard your intellectual property.
- Insurances: Ensure comprehensive insurance coverage.
📈 Commercial:
- Business Roadmap: Develop a clear roadmap for your business journey.
- Strategic Roadmap: Align your strategies with a well-defined roadmap.
- GTM Strategy: Nail your go-to-market strategy for success.
- Product Demo: Showcase your product with a compelling demo.
- Marketing Plan: Execute your marketing plans with precision.
- Sales Pipeline: Manage and optimize your sales pipeline effectively.
- Commercial Agreements: Document and streamline your commercial agreements.
- Commercial Contracts: Outline the details of your commercial contracts.
- Feasibility Reports: Prepare detailed reports outlining project feasibility.
- Employees and Hiring Plan: Plan for growth with a detailed hiring strategy.
4. Data room
A data room is a valuable tool for your startup during its fundraising process, giving potential investors a deep insight into your business. This template will get you up and running quickly and give you a central location to store your documents, business details, and important data.
5. Funding OS：資金調達管理ツール
Funding OSは、創業者が資金調達を獲得・管理するためのツールです。CRMのように機能しますが、資金調達に必要な要件もカバーします。私が5年間、経営者とともに資金調達のラウンドをサポートしてきた経験をもとに作りました。
6. Pitch Deck
Define your company purpose, problem, solution, timing, market potential, competition, team, financials, and vision with this pitch deck template.
7. Starting A Digital Business Dashboard
Features of Starting A Digital Business Dashboard:
• Start your business successfully
• Learn how to make a lot of money thanks to the digital business
• Get unique information about your future success
8. AI：ピッチ内容の生成
スタートアップ企業でプロダクトの提案を何から始めたらいいか迷ったら、AIに聞いてみましょう。
投資を納得させ、ファンディングで次のラウンドに進むための完璧な台本を提案します。
9. ピッチデック（ピッチ資料）
パワーポイントのピッチデックはもう終わりです。代わりに、インタラクティブなNotionページで投資家に強い印象を与えましょう。投資家を情報で圧倒することなく、あなたのビジネスについて投資家が持ちうるすべての質問を予測することができます。
Notionギャラリーを使用して、主なユースケースや顧客、および担当チームを提示します。ギャラリーのサブページにテキストや画像などの詳細を追加して、投資家が興味のある項目をピックアップして読み込むことができるようにします。また、競合他社のデータベースを含めることで、自社の位置づけを投資家に簡単に示すことができます。
10. Presentation Assistant w/ AI
Experience a new level of efficiency in presentation preparation with our meticulously crafted Notion template. Seamlessly integrate AI prompts that guide you through content creation, providing valuable insights and enhancing the overall structure of your presentation. Navigate the preparation process effortlessly with a comprehensive checklist included in the template, ensuring no crucial aspect is overlooked. Whether you're a seasoned presenter or just starting, this versatile template empowers you to create engaging and impactful presentations with ease, making your preparation journey both insightful and efficient.
