Execution
Funding Resources
Plan fundraising, get access to funding resources, and assess readiness.
Funding Resources
Plan fundraising, get access to funding resources, and assess readiness.
Overview
The Funding workspace helps you plan your raise, track investors, and assess fundraising readiness.
1. Raise Planner
- Enter your financials:
- Monthly burn ($)
- Current MRR ($)
- Gross margin (%)
- Cash on hand ($)
- Target runway (months)
- Buffer (%)
- Instantly see:
- Net burn and current runway
- How much to raise (with buffer)
- Recommended dilution and ownership sold
2. Investor Book
- View and manage your investor pipeline
- Click + Add Investor to track new prospects
- Enter firm, focus, check size, website, and status
- Update statuses as you progress
- Generate outreach email drafts for each investor
3. Readiness Checklist
- Review the checklist to assess fundraising readiness
- Check off items as you complete them
- Add your own checklist items with + Add Item
- When all items are checked, you're ready for outreach
Tips: Update your metrics monthly for accurate planning. Keep your investor pipeline up to date. Use this workspace to prepare for your pitch deck.