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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2 resources
Running the company
- Metrics one-pagerThe numbers investors ask for, with a column for the definition you are using. Net revenue retention computed two ways is two different companies.XLSX · Sign in to download · Every stage
- Monthly investor updateThe ask first, the numbers in a table, and a section for what did not go well. Investors who hear only good news stop believing the good news.DOCX · Sign in to download · Every stage