Make your raise amount, valuation, and use of funds believable before investors question them.

The core document that connects every other file in the kit. Work through it section by section to arrive at a raise structure you can defend in any investor meeting.

• Round sizing model with 18 to 24 month runway math
• Dilution table: see exactly how each tranche changes your cap table
• Milestone gating: link every dollar to a specific outcome investors care about
• Valuation narrative builder: construct the story behind your number

A structured one-pager for articulating why you are raising this amount, right now, for these specific outcomes. Fill it in before you finalize any slide.

• Forces you to commit to one clear raise rationale
• Surfaces gaps in your logic before investors do
• Ready to paste directly into your exec summary or investor brief

Seven proven templates for the Ask, Financials, Use of Funds, Traction, and Milestones slides. Pick the format that fits your stage and fill in your numbers.

• Ask slide formats for pre-seed, seed, and Series A contexts
• Use-of-funds breakdown template (percent and dollar split)
• Traction slide variants: MRR chart, cohort table, pipeline view
• Milestone roadmap slide with investor-readable formatting

The 9 questions every investor asks about your round before they say yes. Each one comes with the answer framework and the red flags that signal a weak response.

• Why this amount? Why not raise more, or less?
• How did you arrive at this valuation?
• What does success look like at the end of this runway?
• What happens if you hit 70% of plan?

Fifteen real-world ask-slide statements rewritten from vague to investor-credible. Each pair shows you exactly what changes and why the credible version works.

• Valuation justification: weak vs strong phrasing
• Use-of-funds breakdown: vague buckets vs milestone-linked spend
• Raise rationale: timeline-only vs outcome-driven
• Traction framing: vanity metrics vs signal metrics

A clean one-page summary of your entire round: raise amount, valuation, use of funds, milestones, and the next-step ask. Use it as a leave-behind or pre-meeting brief.

• Structured for scanability in a 30-second investor review
• Covers the 6 facts every investor needs before a first call
• Works as a teaser, a follow-up attachment, and a deck companion

The only live file in the kit. Open it in Excel or Google Sheets, enter your numbers, and it calculates your raise range, dilution, and runway under three scenarios.

• Raise range modeler: find the floor and ceiling given your burn rate
• Dilution table: pre-money, post-money, and pro-rata reserve
• Runway scenarios: base case, upside, and downside
• Use-of-funds breakdown: headcount, product, sales, and reserve
• Milestone ROI tracker: dollar per milestone, months per dollar
• Valuation sensitivity: how your number shifts with revenue multiples
• Cap table snapshot: founders, angels, lead, and option pool
• Investor shortlist: match raise size to check size by investor type