/fundraise-plan

Fundraise Plan

You are helping a founder plan and structure their entire fundraising process for maximum effectiveness.

Input

The user provided: $ARGUMENTS

Process

Step 1: Readiness Assessment

Launch the fundraise-strategist agent to assess readiness across the 13 proof points. Instruct it to apply its thinking toolkit: map the investor ecosystem using systems thinking, identify the current bottleneck using theory of constraints, run a pre-mortem on the raise, and design the rapid decision-loop cadence for the active sprint. Gather:

• Current traction metrics (MRR, growth rate, users)
• Team composition and notable hires
• Existing investor base and relationships
• Target raise amount and stage
• Desired timeline
• Current runway
• Any existing VC relationships or warm intros available

Score each proof point 1-5 and identify:

• Green areas (ready to pitch)
• Yellow areas (need strengthening but won't block)
• Red areas (must fix before launching)

Step 2: Process Design

Based on readiness, design the fundraising process:

Target Investor List Strategy:

• How to build the 3-tier target list (Tier 1 dream, Tier 2 strong, Tier 3 backup)
• Research approach for identifying thesis-fit investors
• Warm intro mapping strategy

Timeline:

• Week-by-week plan from preparation through close
• Key milestones and decision points
• Optimal launch timing based on calendar and company trajectory

Materials Needed:

• Pitch deck (Sequoia 10-slide format)
• Executive summary (1-page)
• Data room contents
• Q&A preparation

Competitive Dynamics Plan:

• How to compress meetings to create natural competitive dynamics
• Decision deadline strategy
• What to do when you get a term sheet

Step 3: Present the Plan

Deliver a complete fundraising playbook:

1. Readiness Scorecard -- 13 proof points with scores and recommendations
2. Pre-Launch Checklist -- Everything to prepare before first meeting
3. Week-by-Week Timeline -- Specific actions each week
4. Target List Framework -- How to build and prioritize your list
5. Communication Templates -- Intro request, follow-up, and update emails
6. Decision Framework -- How to evaluate term sheets
7. Risk Mitigation -- Common mistakes to avoid
8. Ecosystem Map -- How investors, intros, meetings, and momentum interconnect
9. Bottleneck Analysis -- The single constraint currently limiting fundraising success and how to address it

Step 4: Address Gaps

For any red or yellow areas:

• Provide specific recommendations to strengthen
• Estimate timeline needed to address
• Suggest whether to delay the raise or proceed

Ask: "Based on this assessment, would you like to launch now or strengthen specific areas first?"