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Fundraising Readiness Checklist
Founder story
Write a clear explanation of the problem, your product and why your team is working on it. Keep claims grounded in evidence.
Traction evidence
Gather customer feedback, product milestones and documented operating information. Distinguish what has happened from what you hope to achieve.
Counsel and compliance review
Ask your securities counsel to review the offering structure, audience restrictions and marketing communications before you distribute them.
Deck and data room
Organize a current deck, company documents and supporting evidence. Make sure information is consistent across materials.
Investor audience
Map the people and communities who may understand your business. Record how you can communicate with them lawfully and with appropriate consent.
Marketing plan
Choose your message, channels, content responsibilities and review process. Plan how you will record questions and follow up.
Budget and timeline
Set a marketing budget and realistic working schedule. Include time for counsel review, content preparation and ongoing communications.