Yes.
Fundraise Process Manager Tool
Free
Excel and Google sheet tool (Like a CRM) to manage the outreach to investors during your fundraising process. Track who you are reaching out to and the stage of conversation up to managing the allocation of funds to investors in the round.
- Excel and Google sheet
- Blank and filled in example
- CRM for investors
- Fundraise tool
1989
happy users
testimonials
A Few People Like You Recommend You to Check This Out
If you like it too, send me an email so I can feature you here too, please!
Oluwaseun Olubuyide
Kristina Ay-Ay
Josh Galt
What
What is a Fundraise Process Manager Tool?
If you want to raise money, you need to run a process. You’re not going to have an investor reach out and give you the money you want on the terms you like and get back to execution in a day.
Nope. Welcome to pain. You’re going to hit the road and hit up 50-250 investors.
Yeah. How are you going to manage that shite show?
This tool is how you manage your process.
It’s basically just a free and custom CRM for fundraising.
who
Who Needs a Fundraise Process Manager Tool?
Everyone in startup-related land needs to know about this topic. So whether you are a founder, investor or advisor, why not have a little play with this!
Details
What Does the Tool Look Like?
Here are a few images to have a little gander at for your viewing pleasure.
Need
Why Do You Need a Fundraise Process Manager Tool?
-
1
Fundraising Takes Up a Lot of Time
- Fundraising is a total pain in the ass!
- You can expect to take 6 months to raise
- You need to be structured
-
2
You Will Lose Track If Not Detailed
- Tracking investors via Email is a very dumb idea
- Forgetting to update investor status can blow half an hour trying to remember if they “emailed back or not”
-
3
You Need to Plan
- The only way to get better valuation and terms is to get multiple term sheets
- You might have to contact up to 250 investors
- You need a tool to plan raising before you start
features
What Can the Model Do?
These are some of the features in the model.
Cross Platform
Use a sheet system that suits
- Google Sheets
- Excel
Plan Outreach
Create your outreach plan
- Who to cold spam
- Who will make intros
- Check for conflicts
- Ensure investors are a match
Track Progress
Track progress with investors
- What stage
- Last interaction
- Next steps
Need
Why is My Tool Worth Getting
-
1
I Make Cool Things (and am capable)
- There is a lot of blah around by people who aren’t terribly good at Excel/PowerPoint etc
- You’ll see the attention to detail and actual thought put into what I gift you (so you aren’t wasting your time)
-
2
My Free Tools Are Better Than What Some Charge For
- I only made tools because I couldn’t find anything I would use myself
- Even if you don’t ‘actually need the tool’, the point is to teach you concepts you can apply
-
3
I Don’t Have a Hardcore Marketing Funnel
- I make tools to actually help founders
- You aren’t going to be hounded with emails to get you to buy things
- Whilst I do sell some stuff, seeing the quality I give for free is way better marketing than using fancy words to convince you
video time
Watch a Video About the Tool
There’s a fun video for you to watch and hang out with me while you learn. Enjoy!
read more
Read the Full Blog
This is a pretty page I have made so downloading tools is cleaner and simpler for you. I’ve moved blog details to blog(s). If you would like to read more, click on!
SaaS Financial Model
SaaS startup with monthly and annual contracts. Self-onboard and sales supported customers. Think Buffer, Zapier, Hubspot, or Xero. Cohort model with all the capability you expect including expansion revenue, churn and full marketing funnel. If you are in SaaS this is a no brainer model for you. Get the enterprise SaaS model if you have a long sales cycle though.
Learn more
App Social Financial Model
You distribute your startup on Android and Apple stores and make money charging for in-app services. You have aspirations for virality to drive your user adoption.
Learn moreAccess
Get the Fundraise Process Manager Tool for Free
Fill in your details, and it will be emailed to you.
I’m not sketchy, so here is everything you need to know just in case!
- It is automatically emailed to you!
- I’ll send you some emails about startup/investing after
- You can unsubscribe whenever you want
- Your data is never sold! I’m not organised to even do that lol
- You agree to all T&C legal stuff (to cover my ass)
FAQs
Check the FAQs if you are having issues. Don’t message me if “I can’t download the file”.
Is this free?
How do I download?
Fill in your name and email in the submission form and it will be emailed to you.
I didn't receive the email?
My (automated) system works. You’ve made a basic mistake.
- Check you input your email accurately
- Check your spam folder (Whitelist me if you found the email in spam)
Can I get consulting to use the file?
Yes. You can book a consulting call here:
I have feedback to improve
How do I open the file?
When you press download in an email from me, it normally saves to your Downloads folder.
So go there first to find the file.
I normally have to ZIP the file so it will work with SaaS automation systems.
So get WinZip, WinRAR, or use whatever Mac/PC offers these days. Unzip the file (Right click and press “uncompress” etc). If you don’t know how to do this, then use Google.
Once you uncompress, the ZIP file will remain, and you will see a new file (sort the download folder by date modified if confused).
I assure you that everything I provide works, so if you can’t access it, it’s a ‘you’ problem.
Can I sell / share your tools?
No.
You can share a link to this page, which would be much appreciated!
Can I share your tools on social media?
Please share the link to this page. It would be super-appreciated, but only if you like it!
If you don’t like it, then leave a comment or shoot me an email first so I can take your feedback on board first and see if I can improve!
Reading
Looking For Some Recommended Reading?
Here are some blogs you can check out related to this topic:
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