name: fundraising version: 1.0.0 category: Finance & Fundraising domain: fundraising author: Matt Warren license: MIT status: production updated: 2026-02-07 activation_triggers:

• "fundraising"
• "raise money"
• "investor"
• "term sheet"
• "SAFE"
• "convertible note"
• "venture capital"
• "angel investor"
• "seed round"

tools: []

Fundraising

Fundraising strategy, investor targeting, term sheet analysis, and SAFE/convertible note structures.

Purpose

Navigate the fundraising process from strategy through close. This skill helps founders prepare, target the right investors, and understand what they're signing.

Workflow

Step 1: Fundraising Readiness Assessment

• Do you need to raise? (Bootstrap vs. raise decision)
• What stage are you? (Pre-seed, seed, Series A)
• What milestones have you hit?
• What milestones do you need this capital to reach?

Step 2: Strategy

• How much to raise (18 months of runway rule of thumb)
• Valuation expectations and comps
• Instrument: SAFE, convertible note, priced round
• Timeline: 3-6 months typical

Step 3: Investor Targeting

Criteria for a good fit:

• Stage alignment (don't pitch Series B funds at seed)
• Sector/industry focus
• Check size compatibility
• Portfolio synergies (not conflicts)
• Value-add beyond capital

Step 4: Materials Preparation

• Pitch deck (link to pitch-deck skill)
• Financial model (link to financial-modeling skill)
• Data room: cap table, incorporation docs, key metrics
• One-pager / teaser for cold outreach

Step 5: Term Sheet Education

Key terms to understand:

• Valuation (pre-money vs. post-money)
• Dilution and pro-rata rights
• Liquidation preferences
• Board seats and control
• Anti-dilution provisions
• Vesting schedules

Step 6: SAFE / Convertible Note Comparison

Output Format

## Fundraising Strategy: [Company]
 
### Readiness Assessment
[Assessment]
 
### Raise Parameters
-Amount: $X
-Instrument: [SAFE/Note/Priced]
-Target close: [Date]
 
### Investor List Criteria
[Targeting criteria]
 
### Materials Checklist
-[ ] Pitch deck
-[ ] Financial model
-[ ] One-pager
-[ ] Data room
 
### Term Sheet Key Terms
[Explanation of relevant terms]

Constraints

• This is not legal or financial advice — always recommend consulting a lawyer for term sheets
• Don't make promises about fundraising outcomes
• Be honest about fundraising difficulty — most startups don't raise
• Note that fundraising is a means to an end, not a milestone in itself