<aside> 👉 Apply now to get 6 months free of Notion Plus with unlimited AI. Over $6,000 in savings!  Select Puzzle **in the drop-down partner list and enter code NotionXPuzzle at the end of the form.

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InvestorCentral.mp4

Section 0: Your Pre-Fundraising Work

<aside> 💡 Before you even begin thinking about fundraising, there’s MUST-HAVE’s you need to think about. Is the market even viable for a fundraise? Do you have a “venture-backable” business? Can you credibly convince investors? If you squint hard enough can you generate $100M in revenue?

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The Ultimate Fundraising Calendar

A Pre-Fundraising Checklist

Section 1: Investor Communications

<aside> 💡 Documentation of consistent communications that keep investors informed about your company’s progress and key developments. This section includes messaging, contacts, CRM, and Board Meeting materials.

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Investor CRM

Investor Email List

Investor Updates

Board Meetings

Section 2: Investor Resources

<aside> 💡 Research and analysis of Total Addressable Market (TAM), industry trends, and competitors which inform the company’s strategic business decisions. This helps investors get up to speed with your industry and market opportunity.

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TAM Analysis