Templates and resources
The documents you will be asked for.
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Seed. The first round where numbers get examined. Expect questions about retention, unit economics and the cap table, and expect a data room rather than a deck and a phone call.
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3 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
- Board minutes and resolutionsWhat every set contains, which decisions must be minuted, and why you record the decision rather than the discussion.DOCX · Sign in to download · Seed, Series A, Series B+