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Fundraising operations and alternatives · Copyable template

Bridge round announcement memo

How to tell existing investors the plan changed, leading with why rather than with the ask.

Telling existing investors you need a bridge is a different conversation than a new pitch — they already know the company, and what they're evaluating is whether the plan changed for a good reason. Lead with why, not with the ask.

Copyable template

What is in it

  1. What changed
  2. What we've learned since the last round
  3. The bridge
  4. What it buys
  5. Timeline
  6. The ask

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Get the template

The template is ready. Add your email to open it, and you will also get The Raise Memo — a note for founders raising capital.

How to use it

Notes

This lands better as a direct conversation or call first, with this memo as the leave-behind, rather than as a cold email — existing investors expect a heads-up, not a surprise in their inbox.

Where this comes from

The thinking behind it

Take it with you

Investor update template

The monthly update that keeps investors paying attention long before the next round starts.

Copyable template

Board meeting pre-read

The one-pager that goes out before the meeting so the time together goes to decisions, not recap.

Copyable template

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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.

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