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Templates

Fundraising readiness

Whether now is the right time to raise, and what investors expect to see before a first meeting.

Templates

Use-of-funds one-pager

Set out what the money buys, milestone by milestone, on a single page an investor can read in a minute.

Copyable template

Milestone-to-raise map

Work backward from the milestone that makes the next round fundable to the raise that pays for it.

Copyable template

Key metrics definition sheet

Write down what each of your numbers actually means, so the definition never shifts between meetings.

Copyable template

The reading for this topic

Fundraising readiness in the learning library

The articles these templates are drawn from, and the thinking behind the choices each one asks you to make.

Read the articles

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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