The Fundraising Toolkit
Bookmark this page. These are the living documents I use with my advisory clients.
The Library
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A quick self-assessment to see if your company is ready for investment.
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A step-by-step reference for founders to design, run, and document validation work that convinces sophisticated investors you have de-risked the core assumptions of your startup.
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This exercise helps you uncover your critical assumptions, the things that absolutely must be true for your business to work, and then ask:
Have we validated this? Or are we flying blind?
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Finding investors is one of the most time-consuming, and critical, parts of the fundraising process. This guide will walk you through where to look and how to qualify the right people for your round.
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This guide shows you how to stay top-of-mind without turning people off, and how to keep momentum moving toward a check.
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A large fraction of your pitches will be online, using Zoom, Google Meet, Microsoft Teams, or similar services. How you look and sound impacts the effectiveness of those meetings. Now is a good time to create a location and setup that will let you present to best effect.