Templates & Guides
The playbooks we use with our clients.
Field-tested guides and templates from 60+ early-stage rounds in North America. Buy once, keep forever, and use them for your own raise.
Field guide
The Raise: raising pre-seed and seed from North American investors, from preparation to close.
Early-stage fundraising isn't one pitch. It's a process with an order, and many rounds stall because a step came out of order, the story didn't line up, or the process never really started.
The Raise walks through that process step by step, written from both sides of the table: how investors decide, and how founders get a round done. It's built on what we've learned supporting 40+ companies through 60+ rounds, with real cases, worked numbers and a 16-week timeline.
$39 USD · one-time
The $39 is credited toward a 30-minute diagnostic booked within 30 days of purchase.
Not sure where your raise stands? Take the free readiness check: three minutes, and it names your biggest blocker and what fixes it.
Available in English or Chinese. The Chinese edition is 《北美融资实战指南》 (Simplified Chinese). Choose your language at checkout. After checkout you can download the PDF right away, and we email you a link to download it again any time.
What's inside
- 00Before you start. The five-layer framework we use to diagnose any raise.
- 01Should you raise, and what kind of money. What venture capital is actually buying, and how to size the round.
- 02Fundable. Make the company investable first: structure, team and the evidence that counts.
- 03Sellable. Turn a practical plan into the ambition North American investors expect.
- 04Presentable. Deck, model and data room as visible proof of execution.
- 05Visible. Investor lists, channels, cold email and outreach that gets replies.
- 06Closable. Meetings, diligence, SAFEs and term sheets.
- 07When the raise stalls. Sometimes it is the founder who's stuck, and how to get moving.
- AAppendices. A 16-week timeline, a five-layer self-check and a glossary.
Includes reader-only offers, valid for 30 days after purchase: a 30-minute diagnostic with your $39 credited, or a 1-hour focused session at $400 instead of $500.
Coming soon
More templates on the way.
Coming soon
Investor update template
A monthly update format that keeps investors warm between rounds.
Want a second pair of eyes?
Read the guide, then find out where your raise really stands.
A 30-minute diagnostic with an investor-side partner: a straight read on your raise and a written plan within 24 hours. $199, refundable if it isn't useful by minute 15, and credited if you continue.