📦 Fundraise HQ (Template) | Notion

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Fundraise HQ is your home base. Duplicate this page, then work top to bottom.

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✅ Fundraise snapshot

Field	Fill this in
Company	{Company name}
Round	{Pre-seed / Seed / Series A / …}
Target raise	${Amount}
Target ownership to sell	{e.g. 15%}
Target pre / post	{Optional}
Runway today	{# months}
Close-by date	{Date}
Primary narrative	{One sentence}

🧭 Process plan

Timeline

Week 0 (prep): deck, metrics, data room, target list, warm intros
Weeks 1–3 (meetings): first meetings, partner meetings, customer calls
Week 4 (decision): term sheets, references, close plan

Rules of engagement

[ ] One internal owner for comms + follow-ups
[ ] One weekly investor update cadence (same day/time)
[ ] All investor notes captured in one place

🗂️ Your assets

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Link your core assets here so everything is one click away.

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Deck: {link}
1-pager: {link}
Metrics sheet / KPI dashboard: {link}
Data room: 🗂️ Data Room Index (Template)