Contents

<aside> 💸

External capital is a privilege, not a right. Treat every investor like the only dollar you’ll ever see. Be gracious, humble, and thankful.

</aside>

<aside> 🧭

This page is a hands-on guide + template pack.

• Duplicate the resources below into your own workspace.
• Use the checklists and prompts to run a tight process.
• Add your own examples as you go. </aside>

🚀 Quick start (10 minutes)

1. Duplicate the Founder Pack (below) into your workspace.
2. Fill out the Fundraise Snapshot.
3. Build a list of 20–40 investors and start ABF check-ins.
4. Prep a clean data room and schedule your process.

🧰 Founder Pack (duplicate these)

These are the core resources founders can copy into their own Notion.

<aside> 📦

1) Fundraise HQ (recommended)

📦 Fundraise HQ (Template)

A home base to run the whole process.

</aside>

<aside> 🗂️

2) Data Room Index (simple + clean)

🗂️ Data Room Index (Template)

A structure investors can navigate fast.

</aside>

<aside> 🧑‍🤝‍🧑

3) Investor CRM

🧑‍🤝‍🧑 Investor CRM (Template)

Track outreach, meetings, next steps, and ownership targets.

</aside>

<aside> 📣

4) Update Engine

📣 Investor Update (Template)

A repeatable weekly investor update format.

</aside>

<aside> ✅

If someone duplicates only one thing, it should be 📦 Fundraise HQ.

</aside>

🧠 Principles (with actions + prompts)

🙏 1) External capital is a privilege

• What this means in practice
• Founder prompt