Idea Stage
Equity Considerations
Your 1st Pitch Deck
Playbook #13 Do Not Raise More than You Need
Playbook #09 Use different types of Pitch Decks strategically.
Playbook #10 Avoid these Red Flags in your Pitch.
How much equity for co-founders?
What's the expected % dilution at each raising stage?
Is 10% for a Venture Studio too much? etc...
Pitch Deck Template with Investor Green & Red Flags
Playbook #15 Target investors like a Pro.
Pre Seed (1st raise)
Playbook #11 Show Path to Revenue.
Playbook #04 Align your Pitch to be more investable to Angels.
Investor Outreach
Understanding dilution across your entire capital raising journey
Playbook #1 Capital Raising Journey
Playbook #19 Don't Play All Your Cards at Once.
What are most effective investor follow-up prompts I can use to get replies?
Playbook #08 A Cold Email that landed a16z.
Cold Email Template #1 got a VC reply 20min later and fruitful investment discussions (tried & tested)
Cold Email Template #2 to an Angel Syndicate, referencing their past investment (+ multiple uses)
Cold Email Template #3 to an individual Angel Investor, referring to their post/ article/ content
Cold Email Template #4 to an Angel seeking feedback on the product (as a way to open doors to investment)
Cold Email Template #5 to an Angel Investor/ VC/ Family Office (multiple uses)
Cold Email Template #6 to an individual Angel Investors discovered via LinkedIn (multiple uses)
Cold Email Template #7 to a VC, cVC, and/or Family Office (multiple uses)
Cold Email Template #8 to an institutional investor with a specific investment thesis (adjustable to others)
Cold Email Template #9 to an individual investor (multiple uses)
Cold Email Template #10 to an individual investor (multiple uses)
Cold Email Template #11 to a VC or other institutional investor (multiple uses)
Playbook #21 How to email Investors at the right time.
Playbook #07 Address investors' concerns like a Pro.
Raising from VCs
Investor Relations
Playbook #06 Align your Pitch to be more investable to VCs.
Data Room checklist
What SaaS metrics do VCs look for?
Seed Round (2nd)
Investability checklist
Playbook #12 How to speak about your Ask in terms of growth.
Playbook #13 Select your North Star Metric.