Fundraising
The round, the investor list, the deck and the paperwork, in one place instead of five.
Today
The fundraising actions that need attention now.
A count of investors at each stage, nothing more.
A raise is mostly keeping track.
The list, the deck and the paperwork each end up somewhere different, and the person running the round is the only thing connecting them.
The investor list is a spreadsheet
Stage lives in a column, follow-ups live in someone's head.
The deck is an attachment
Once it is sent, you do not know who opened it.
Term sheets are in an inbox
Each version is a thread, and comparing two means opening both.
Everything the raise needs, run from one place
Six parts of the same record, each answering a question you ask every week.
Know which phase the round is in
The plan follows eight phases, from pre-planning to post-close. Readiness is a percentage for each area and overall, with top fixes listed. Areas with no data yet are left out. It is a checklist of your own preparation, not a verdict.
- 1Pre-Planning
- 2Preparation
- 3Investor Targeting
- 4Outreach
- 5Due Diligence
- 6Term Sheet
- 7Closing
- 8Post-Close
- Pitch: add the missing sections to the deck
- Investor strategy: assign an owner to each target
One list, with a stage on every investor
Import the list you already keep, then give each investor an owner and a stage. The list is yours: you add the investors, and nothing joins it on its own.
- 1Upload
- 2Map columns
- 3Review
- 4Done
Your list, your columns. Nothing joins the list until you confirm.
Follow-ups that do not depend on memory
Write a sequence of messages with a day offset for each step. You review the exact messages first, then confirm. What was sent and what is still waiting sits beside each investor.
Introduction and a link to our deck
Following up on the deck
Offering a short call
You review the exact messages before anything is scheduled. Delivery stops on a reply, a meeting or a stage change.
Send a link per recipient, and see who opened it
Host the deck and give every recipient their own tracked link, with views and the last time they looked. An AI review also reads the deck and comments on its content. It does not call a deck ready or not.
Comments on what the deck says, quoted from its own pages. You decide what to change.
Terms side by side, meetings on a calendar
Record each term sheet against its round and investor, then compare two or more on their terms. It lays them out and leaves the choice to you. Roadshow meetings and follow-ups sit in the same place.
Select two or more to compare their terms side by side.
The paperwork carries on from the round
Closing a priced round shows a preview first: each investor, the shares to be issued, and whether they match a shareholder already on the cap table, will be added as a new one, or need you to choose. The share class can be an existing one or made in the same step. Nothing is written until you confirm, and it is all or nothing. A round at or above a set size needs an approval of that exact close first: from another owner or admin, or from the owner or admin closing it, with a recorded reason. Diligence documents go out through a data room with per-person access.
- Lighthouse Partners250,000Existing holder
- Northpoint Ventures150,000Will be added
- Cedar Capital100,000You choose
Share class: an existing one, or a new one made in the same step. Nothing is written until you confirm, and it all goes in or none of it does.
- Invite Harbor Capital, view and download
- Per-document view counts
- Investor Q&A and a diligence checklist for the round
It organises the raise and checks your materials. It does not tell you whom to raise from or on what terms.
Run the round from one place.
The list, the deck, the follow-ups and the term sheets, kept together.