Board meeting pre-read
The one-pager that goes out before the meeting so the time together goes to decisions, not recap.
Copyable template
Fundraising operations and alternatives · Copyable template
Investor update template
The monthly update that keeps investors paying attention long before the next round starts.
Investors decide how much attention to give you long before the next round starts. A short, honest, regular update is how you stay in that decision. Skip the polish. State what happened, what you need, and what's next.
Copyable template
What is in it
- Headline
- Key metrics
- Wins
- Challenges
- The ask
- Runway
- Team
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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
Send monthly if actively fundraising or in the first 18 months post-close; quarterly is acceptable once cadence and trust are established. Consistency matters more than length — a shorter update sent every month beats a long one sent occasionally.
Where this comes from
The thinking behind it
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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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