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Finance

Fundraising Playbook

Step-by-step guide to raising capital from investors.

TL;DR

Step-by-step guide to raising capital from investors, from preparation to closing the round.

Steps

  1. 1Prepare your pitch deck and financial model
  2. 2Build your investor target list
  3. 3Warm up introductions and outreach
  4. 4Schedule and conduct investor meetings
  5. 5Handle due diligence and term negotiations
  6. 6Close the round and onboard investors

Templates

Resources and templates for this playbook

  • Pitch Deck Outline
  • Investor Outreach Template
  • Due Diligence Checklist