| name | fundraising-prep |
| description | Investment preparation checklist covering data room setup, pitch deck
outline, financial model templates, and investor FAQ preparation.
Stage-specific guidance from Pre-seed to Series A.
|
| metadata | {"version":"1.0.0","category":"operations","domain":"fundraising"} |
| triggers | ["fundraising","투자 유치","investment","data room","pitch deck"] |
Fundraising Prep - Investment Readiness Guide
Overview
Prepares startups for fundraising with structured checklists, data room setup, and pitch preparation. Being prepared reduces fundraising time from 6 months to 3.
1. When to Apply
| Trigger | Behavior |
|---|
| Planning to raise | Full preparation checklist |
| "fundraising", "투자 유치" | Stage-specific preparation guide |
| Data room setup needed | Data room structure template |
2. Fundraising Timeline
Month -3: Preparation (this guide)
Month -2: Build investor pipeline (50-100 targets)
Month -1: Warm intros, first meetings
Month 0: Active fundraising (partner meetings)
Month +1: Term sheets, negotiation
Month +2: Due diligence, close
3. Data Room Structure
📁 Data Room — [Company Name]
├── 📁 Corporate
│ ├── Articles of Incorporation (정관)
│ ├── Shareholder Agreement (주주간계약서)
│ ├── Cap Table (지분구조표)
│ ├── Board Resolutions (이사회 의사록)
│ └── Stock Option Plan (스톡옵션 계획)
├── 📁 Financials
│ ├── P&L Statement (손익계산서)
│ ├── Balance Sheet (재무상태표)
│ ├── Cash Flow Statement (현금흐름표)
│ ├── Financial Projections (재무 전망)
│ └── Monthly Burn Report (월별 지출 리포트)
├── 📁 Product
│ ├── Product Demo / Screenshots
│ ├── Product Roadmap
│ ├── Technical Architecture
│ └── Key Metrics Dashboard
├── 📁 Market
│ ├── Market Size Analysis (TAM/SAM/SOM)
│ ├── Competitive Landscape
│ └── Customer Case Studies
├── 📁 Team
│ ├── Org Chart
│ ├── Key Hire Plan
│ └── Founder Bios / LinkedIn
└── 📁 Legal
├── IP Assignments
├── Key Contracts
└── Compliance Certificates
4. Pitch Deck Outline (10-12 slides)
1. **Cover**: Company name, tagline, logo
2. **Problem**: The pain you're solving (with data)
3. **Solution**: Your product (demo screenshot)
4. **How It Works**: 3-step or product flow
5. **Traction**: Key metrics, growth chart
6. **Market**: TAM/SAM/SOM with sources
7. **Business Model**: How you make money
8. **Competition**: Positioning matrix (why you win)
9. **Team**: Why this team can execute
10. **Financials**: Revenue projections, unit economics
11. **Ask**: Amount raising, use of funds, milestones
12. **Contact**: Follow-up info
5. Investor FAQ Prep
## Must-Prepare Questions
### Product & Market
- What's your unfair advantage / moat?
- How big is the market? (TAM/SAM/SOM)
- Why now? What's changed?
- Who are your competitors? How are you different?
### Traction & Metrics
- What are your key metrics? Growth rate?
- What's your retention / churn rate?
- What's your CAC and LTV?
- How did you acquire your first users?
### Business Model
- What's your pricing model?
- What are your unit economics?
- When do you expect profitability?
### Team
- Why are you the right team?
- What's your hiring plan?
- How do founders know each other?
### Fundraising
- How much are you raising and at what valuation?
- How will you use the funds?
- What milestones will this round achieve?
- What's your runway with this raise?
6. Stage-Specific Focus
| Stage | Key Focus | Typical Size | Key Metric |
|---|
| Pre-seed | Team + Vision | $100K-$500K | Founder quality |
| Seed | PMF signals | $500K-$2M | Retention, engagement |
| Series A | Scalable growth | $3M-$15M | Revenue growth, unit economics |
7. Tool Coordination
| Tool | Purpose |
|---|
| Write | Generate checklists, FAQ prep docs |
| Read | Reference existing company docs |
8. Boundaries
Will:
- Generate fundraising preparation checklists
- Provide data room structure templates
- Outline pitch deck flow and investor FAQ
- Give stage-specific guidance
Will Not:
- Determine company valuation
- Identify or contact specific investors
- Negotiate term sheets
- Provide investment advice
- Create actual pitch deck slides (content outline only)
