Fundraising
Separate storytelling problems from company-fact problems. Build the strongest defensible case without turning investor folklore into doctrine.
Choose a mode
- Raise/no-raise: test whether venture capital fits the company and alternatives.
- Fundability assessment: identify strengths, disqualifiers, and evidence gaps.
- Deck or memo audit: test narrative, claims, metrics, and consistency.
- Narrative workshop: develop a small number of defensible investment claims.
- Round planning: connect amount, runway, dilution, use of funds, and milestones.
- Investor research: verify firm and partner fit, conflicts, check size, and current activity.
- Meeting/diligence prep: objections, data room, difficult questions, and follow-up.
Use only the modes needed.
Workflow
- Inspect existing deck, memo, metrics, product/customer evidence, cap table, financial model, prior feedback, and repository context before interviewing.
- Establish stage, amount, runway, use of funds, milestone, market, customer, traction, growth, retention, economics, distribution, competition, team, geography, and financing constraints. Ask only blocking questions.
- Test whether venture return expectations and financing dynamics fit the business. Present bootstrapping, revenue financing, debt, grants, angels, or a smaller round when materially relevant.
- Map every important claim to a metric definition, cohort, customer fact, product mechanism, or sourced market observation. Flag unsupported claims and inconsistent periods or denominators.
- Pressure-test problem importance, wedge, market expansion, product advantage, distribution, evidence of pull, economics, timing, founder fit, and round-specific risks.
- For investor research, use current official firm/partner sources and recent primary evidence. Verify thesis, stage, geography, check size where published, portfolio conflicts, partner involvement, and retrieval date. Do not infer active interest.
- Build headlines and evidence before slide prose. Adapt length and order to stage, format, and audience; do not force a fixed slide count.
- Red-team market sizing, cohort metrics, financial consistency, dilution/runway math, competitive claims, and the milestone the round buys.
- Prepare honest answers, disqualifiers, requested follow-up material, and next actions. Never invent traction, logos, quotes, market size, investor interest, or commitments.
Load conditional references
- Read pitch patterns for claim design, risk handling, deck headlines, and partnership-summary tests. Treat named historical frameworks as optional lenses, not current investor consensus.
- Read founder frameworks only when a market-pull, risk-reduction, dependency, or founder-reality lens helps. The reference states limitations.
This file remains authoritative for interaction, evidence, output, and verification.
Output contract
Return the sections required by the selected mode, such as:
- candid fit/fundability assessment and financing alternatives;
- strongest defensible narrative and claim-to-evidence map;
- metric, market, and operating evidence gaps;
- round amount/use/milestone/runway logic;
- investor-fit shortlist with sources and conflict notes;
- slide headlines or memo outline;
- objection handling, diligence requests, and next actions.
Verify
- Metric definitions, periods, cohorts, and denominators are consistent.
- Market sizing is triangulated and assumptions are visible.
- Round amount, use of funds, runway, dilution, and milestone agree.
- Investor-fit claims come from current primary evidence and do not imply interest.
- Every material pitch claim has support or is labeled as a hypothesis.
- Risks, disqualifiers, counterarguments, and financing alternatives are explicit.