A connected process for your raise
Your company context.
Every stage of the raise.
Raising capital asks you to research, write, calculate and follow up while keeping the business moving. TRM gives that work a shared home, with practical guidance and a clear output at each stage.
Understand your company
Start with your website and a founder-reviewed business brief. Keep the customer, revenue model, traction and constraints available as you prepare the raise.
Try this part of the sample →Choose and size the funding
Compare funding routes, model cash and hiring dates, test a slower case and work through ownership assumptions before choosing an ask.
Try this part of the sample →Build the investment case
Develop the pitch, compare customer alternatives and attach evidence to important claims. Review a PDF deck or text and practice investor questions.
Try this part of the sample →Research suitable investors
Use sourced public research for a focused investor list. Review fit, record unknowns and contact instructions, then manage the shortlist in your pipeline.
Try this part of the sample →Run conversations and diligence
Prepare outreach, meeting questions and follow-ups. Track investor requests, document links, owners and deadlines alongside the company plan.
Try this part of the sample →Compare terms and close
Organize offer tradeoffs and questions for counsel. Track each commitment through signatures and received funds, then prepare investor updates.
Try this part of the sample →Start with the question in front of you.
The twelve-part learning path connects each lesson to the related workspace. You can work through a cash example, build your pitch or prepare a diligence response without translating a generic course into another spreadsheet.
Explore the learning path →TRM Prepare · $20/month
Build the funding plan, evidence, pitch and records you need to make a credible case, with twenty AI reviews each calendar month and the core workspace.
TRM Raise · $50/month
Add sourced company, competitor and investor research, campaign drafting and closing records, with sixty AI reviews and fifteen research reports each calendar month.
Research is a public-source snapshot that you review before acting. Outreach stays under your control, document security stays with your file provider, and legal execution belongs with qualified counsel. The sample uses fictional information and does not save work or run live AI research.