Resources

The tools behind a well-run raise

Members get a growing library of templates, models and reference material designed for each stage of the funding process.

Digital downloads

Investor-grade templates

Ready to adapt to your company, built around how investors actually review materials.

Pitch deck framework

A slide-by-slide structure with guidance on what investors look for on each page.

Template · Members

Financial model

A three-statement operating model with revenue drivers, hiring plan and runway analysis.

Spreadsheet · Members

Cap table and dilution calculator

Model priced rounds, SAFEs, convertible notes and option pools across successive raises.

Spreadsheet · Members

Data room checklist

The corporate, financial, legal and commercial documents to have ready before diligence begins.

Checklist · Members

Investor pipeline tracker

Track targets, introductions, meetings and follow-ups through a structured fundraising process.

Tracker · Members

Term sheet guide

Plain-English explanations of economic and control terms, with the questions to ask about each.

Guide · Members

Reference library

Answers when you need them

Keep these on hand through every investor meeting, from the first introduction to the final signature.

  • Glossary of funding termsDefinitions for the vocabulary of venture, banking and angel investment.
  • Investor question bankThe questions partners ask most often, organized by topic, with guidance on strong answers.
  • Outreach and follow-up scriptsIntroduction requests, cold outreach and post-meeting follow-ups you can adapt.
  • Stage-by-stage playbooksWhat to prepare and expect at pre-seed, seed, Series A and later rounds.

Get the complete library

Every template, model and guide is included with your Funding Value membership.