Startup fundraising checklist (1)

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Startup fundraising checklist (1)

  1. 1. Page 1 of 2 Start-up Venture Fundraising Checklist Business plan  Cocktail party 1-liner  Voicemail script  1-paragraph description  “1-pager”/overview  2-3 page exec sum  Full Plan (20-25 pages, plus appendices)  Financial Model (with assumptions)  Technology description (various formats, including ‘white papers’)  Implementation/Action Plan for next 90 days  Milestone plan over next 18 months  Website online and up to date  Google search on company name and senior executives not embarrassing; supports the business proposition and the stated background of the team Investor Presentation  20-30 min version (desktop/conf. room)  8-10 min version (audience/”pitch” format)  Elevator Pitch (30-60 sec) Diligence Pack  Customers ‘prepped’ to take calls/meetings  Advisors/industry references ‘prepped’ to take calls/meetings
  2. 2. Page 2 of 2  Current investors up to date on the company and prepped to take calls/meetings  Next hires lined up and prepped  Market research documents supporting market size, product strategy, pricing strategy, entry strategy  Management resumes  Management references list  Management references prepped to take calls  Financial statements and audit information  Cap table  Stock valuation (informal, 409A)  Board minutes  Prior round financing documents  IPR (patent overview, freedom to operate analysis, trade secret scope)  Detailed competitor analysis (technology and products)  Risk analysis  Sales pipeline spreadsheet  Product performance data (internal test, β test, user experience)  Manufacturing performance data (yield, failure modes, throughput, changeover times)  Manufacturing scale-up data

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