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Fundraising Brief

Use this to organize the substance of a fundraising pitch. Clearly distinguish achieved results, estimates and future targets. Retain supporting evidence for the claims made to investors.

Fundraising Brief

Presentation date: —
Founder / contact: —
Company: —

Business overview

Business in one sentence: —

Current fundraising round

Target raise: —
Use of funds: —
Milestones after funding: —

Traction to date

Traction to date: —

Traction metrics

Metric	Unit	Period	Actual result	Comparison with prior period	Evidence
—	—	—	—	—	—

Customers & value offered

Target customers & problem: —
Solution: —
Reasons customers choose us: —

Market & growth approach

Market & initial focus: —
Business model: —
Sales & growth approach: —
Competitors & alternatives: —

Leadership team

Leadership team: —

Post-funding milestones

Milestone	Target date	Funding / people required	Measure of achievement
—	—	—	—

Key risks & responses

Key risks & responses: —