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

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

7. Tool Coordination

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)