Investor update template
The monthly update that keeps investors paying attention long before the next round starts.
Copyable template
Templates
Fundraising operations and alternatives
Running a raise like a process, and the financing paths that exist outside of venture capital.
Templates
Board meeting pre-read
The one-pager that goes out before the meeting so the time together goes to decisions, not recap.
Copyable template
Bridge round announcement memo
How to tell existing investors the plan changed, leading with why rather than with the ask.
Copyable template
Bootstrapping vs. raising worksheet
Work through whether venture capital is the right instrument for this company, and write down the answer.
Copyable template
Fundraising process tracker
Every conversation in the raise, its stage, and what happens next, in one sheet.
Spreadsheet
The reading for this topic
Fundraising operations and alternatives in the learning library
The articles these templates are drawn from, and the thinking behind the choices each one asks you to make.
From the publication
Read The Raise Memo
A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.
Keep going