Last year, after sending over 1,150 emails to investors and making 500+ calls, we finally closed our funding round — five months later.

Fundraising can be a rollercoaster. Some days, everything falls into place, and other days, you’re Googling “how to survive fundraising stress.” We’ve been there. After working with several clients who successfully closed their Series A fundraising goals, and helping many more get their finances investor-ready, we've pulled together the best insights, strategies and lessons learned.

That’s how we created this comprehensive fundraising plan template — a proven roadmap to help startups and SMBs optimize their fundraising strategy, secure capital, and hit their funding goals faster.

Inside, you’ll find expert insights on:
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1. Structuring a fundraising template that aligns with your organization’s fundraising strategy and business goals by setting clear milestones for revenue targets, product goals and timelines
2. Knowing your financial runway and planning ahead
3. Building a solid financial model that aligns with your organization's mission
4. Determining how much equity to give up at different fundraising stages
5. Preparing your fundraising data room with the right documents to make the fundraising campaign planning process smoother
6. Figuring out your valuation using three different methods
7. Finding investors and building relationships before you start any fundraising initiatives
8. Executing an effective outreach plan to maximize your chances of success

Whether you're a startup, nonprofit, or organization preparing for major fundraising events, this guide will help you navigate the fundraising process with confidence.

Fill out the form below to download our free fundraising strategy template and start optimizing your fundraising efforts today! And make sure to check out our article on raising capital.