Templates and resources
The documents you will be asked for.
Free to download and yours to edit. Nothing here is legal advice.
Pre-seed. You are raising on the team and the insight. Investors will read a deck and ask for a cap table; they will not expect much traction, but they will expect the company to be properly formed.
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4 resources
Raising
- Pitch deck outlineTen to twelve slides in the order investors expect them, and a note on which number gets quoted in the partner meeting you are not in.DOCX · Sign in to download · Pre-seed, Seed, Series A
- SAFEs and convertible notesRaising without setting a valuation, and the terms that decide what you actually gave away. Model the stack before you sign the next one.PDF · Sign in to download · Pre-seed, Seed
- Raise trackerEvery firm, the intro path and where each conversation stands. Built before you contact anybody, and run in parallel batches rather than in the order people reply.XLSX · Sign in to download · Pre-seed, Seed, Series A
- Data room checklistEvery document an investor asks for, the stage it should open at, and why they want it. The spine of a data room you can build before anybody requests anything.XLSX · Sign in to download · Every stage