Startup Fundraising Template

This template is to help your startup be fundraise ready. Establishing an Investor Central ensures you're ready to engage with potential investors at any moment and look prepared. Invest the time to set it up initially, and make sure to update it quarterly.

Section 1: Investor Communications
Documentation of consistent communications that keep investors informed about your company’s progress and key developments. This section includes messaging, contacts, CRM, and Board Meeting materials.

Section 2: Investor Resources
Research and analysis of Total Addressable Market (TAM), industry trends, and competitors which inform the company’s strategic business decisions. This helps investors get up to speed with your industry and market opportunity.

Section 3: Investor Teasers
Brief and enticing summaries designed to generate interest from potential investors. This section includes your main investor teaser, as well as information regarding GTM, risks and opportunities, and team.

Section 4: Due Diligence Materials
Supporting documentation to aid investors in evaluating a company’s viability and growth potential. This section includes reference checks and financial projections.

Section 5: Investor Diligence Room Copies
Consolidation of materials within the Investor Central that are fine tuned for each potential investor. Pro tip: Create a template and copy it for each potential investor so you remember what you sent them, and can remove if they pass.