The majority of my clients have raised before, often for a previous startup. The reason they know to look for help is they know how hard it is and there is real value in being able to ‘bounce ideas’ off someone that 1/ is impartial and honest, 2/ is not conflicted, and 3/ has a different perspective. If you know more than your friends about raising, the value isn’t me ‘teaching you the basics’, it’s challenging you to be better. And let’s face it, you’re considering help because you’re reading this now. You know you have challenges you want help with.
An efficient fundraiser starts with getting all your ducks in a row. This is a lot of work to do well but is absolutely critical.
In this phase, we will focus on getting you smart, getting your material done, and preparing to pitch with the right mindset.
- Intro to fundraising
- Fundraising docs
- Pitch practice
- Investor Q&A role-playing
- Prepare outreach
- Get your mental game right
- Define how much you are raising and from whom