fundraising-strategy-planner
Mission : Create a comprehensive fundraising strategy covering timeline, investor targeting, outreach cadence, meeting progression, due diligence, negotiation, and closing. Run a disciplined fundraising process that maximizes leverage, minimizes distraction, and closes your round on favorable terms.
STEP 0: Pre-Generation Verification
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STEP 1: Detect Previous Context
Ideal Context (All Present):
investor-pitch-deck-builder → Pitch deck, fundraising amount, use of funds
investor-brief-writer → One-pager, cold email templates, distribution strategy
financial-model-architect → Financial projections, burn rate, runway
metrics-dashboard-designer → Current traction metrics
Partial Context (Some Present):
investor-pitch-deck-builder → Fundraising ask and materials available
financial-model-architect → Runway and cash flow projections available
No Context:
None of the above skills were run
STEP 2: Context-Adaptive Introduction
If Ideal Context:
I found outputs from investor-pitch-deck-builder , investor-brief-writer , financial-model-architect , and metrics-dashboard-designer .
I can reuse:
Fundraising ask (raising: [$X], round: [seed/Series A])
Investor materials (pitch deck, one-pager, cold email templates)
Runway ([X months] until you need capital)
Traction metrics (MRR: [$X], growth: [Y% MoM])
Proceed with this data? [Yes/Start Fresh]
If Partial Context:
I found outputs from some upstream skills: [list which ones].
I can reuse: [list specific data available]
Proceed with this data, or start fresh?
If No Context:
No previous context detected.
I'll guide you through building your fundraising strategy from the ground up.
STEP 3: Questions (One at a Time, Sequential)
Fundraising Goals & Timeline
Question FG1: What are your fundraising goals?
Fundraising Parameters :
Amount Raising : [e.g., "$2.5M"]
Round : [Pre-Seed / Seed / Series A / Series B]
Valuation (if applicable): [e.g., "$10M post-money valuation" or "Pricing round"]
Instrument : [Priced equity / SAFE / Convertible note]
Why this amount? :
[e.g., "18-24 months runway to hit Series A milestones: $5M ARR, 1,000 customers"]
Your Fundraising Goals :
Amount: [$X]
Round: [Stage]
Valuation: [$Y post-money] or [Priced/SAFE/Note]
Why: [Runway, milestones]
Question FG2: What is your fundraising timeline?
Fundraising Timeline (typical process: 3-6 months):
Month 1: Preparation
Finalize pitch deck, one-pager, financial model
Build investor target list (50-100 names)
Secure warm intros from network
Set fundraising launch date
Month 2-3: Initial Outreach & Meetings
Send 10-20 outreach emails per week (warm intros + cold)
Hold 20-30 intro meetings (15-30 minutes)
Identify 5-10 interested investors for partner meetings
Month 3-4: Partner Meetings & Due Diligence
Hold 5-10 partner meetings (full partnership)
Share data room (financials, metrics, customer references)
Investor calls with customers, team members
Back-channel reference checks
Month 4-5: Term Sheets & Negotiation
Receive 2-3 term sheets (ideally)
Negotiate terms (valuation, board seats, pro-rata rights, etc.)
Select lead investor
Finalize legal documents
Month 5-6: Closing
Legal due diligence (contracts, IP, employment agreements)
Sign final documents
Wire transfer
Announce fundraise (press release, social media)
Your Timeline (adjust based on urgency):
Start Date: [e.g., "January 1, 2025"]
Target Close Date: [e.g., "June 30, 2025"]
Total Duration: [e.g., "6 months"]
Timeline Constraints :
Current Runway: [X months]
Minimum Timeline (if urgent): [e.g., "3 months"]
Maximum Timeline (if have runway): [e.g., "9 months"]
Investor Targeting
Question IT1: What is your ideal investor profile?
Investor Criteria :
1. Stage Fit
Pre-Seed : $100K-$500K checks, idea to MVP
Seed : $500K-$2M checks, product-market fit to early traction
Series A : $2M-$10M checks, scaling traction
Series B+ : $10M+ checks, mature business
Your Stage : [e.g., "Seed — looking for $500K-$1M checks"]
2. Sector Focus
☐ Vertical SaaS (industry-specific software)
☐ Horizontal SaaS (cross-industry tools)
☐ B2B Marketplace
☐ Consumer / B2C
☐ Fintech
☐ Healthcare
☐ Infrastructure / Dev Tools
☐ Other : [specify]
Your Sector : [e.g., "Vertical SaaS — construction tech"]
3. Geography
☐ U.S. (Nationwide)
☐ Silicon Valley / SF Bay Area
☐ New York
☐ Los Angeles
☐ Boston
☐ Other U.S. Regions
☐ International (Europe, Asia, etc.)
Your Geography : [e.g., "U.S. (Nationwide), preference for Silicon Valley funds"]
4. Portfolio Fit
Do they have relevant portfolio companies? (good for intros, synergies)
Do they have competitors in portfolio? (potential conflict)
Your Portfolio Preferences : [e.g., "Prefer funds with B2B SaaS portfolio, avoid funds with direct construction competitors"]
Question IT2: How will you build your investor target list?
Investor Research Sources :
1. AngelList
Search by stage, sector, geography
See portfolio, recent investments, team
2. Crunchbase
Track recent investments in your sector
Find investors who led similar rounds
3. LinkedIn
Find investors via mutual connections
See warm intro paths
4. Fund Websites
Review investment thesis, portfolio, team
Find partner focus areas (e.g., "Jane Doe focuses on fintech, John Smith focuses on SaaS")
5. Referrals from Network
Ask advisors, other founders, employees for intros
Target List Size :
Tier 1 (Best fit): 20 investors — prioritize warm intros
Tier 2 (Good fit): 30 investors — mix of warm and cold
Tier 3 (Possible fit): 50 investors — cold outreach
Total : 100 investors
Your Investor List Building Process :
Sources: [e.g., "AngelList, Crunchbase, LinkedIn, advisor referrals"]
List Size: [e.g., "100 investors — 20 Tier 1, 30 Tier 2, 50 Tier 3"]
Outreach Strategy
Question OS1: How will you prioritize warm intros vs. cold outreach?
Warm Intro Strategy :
Warm Intro = Introduction from mutual connection (advisor, investor, founder, employee)
Why warm intros win :
10x higher response rate (50-70% vs. 5-10% for cold)
Faster process (skip intro meeting, go straight to partner meeting)
Higher close rate (mutual connection vouches for you)
How to get warm intros :
Map your network : List advisors, investors, founders, employees, customers
Cross-reference with target investors : Which investors do your network connections know?
Request intros : Email mutual connection with investor brief, ask for intro
Example Intro Request Email :
Subject: Intro to [Investor Name]?
Hi [Mutual Connection],
Hope you're well! We're raising a $2.5M seed round for [Company] and I saw that you know [Investor Name] at [Fund].
I'd love an intro if you think we'd be a good fit. Here's our one-pager (attached) — we're at $50K MRR, 20% MoM growth, and building [one-sentence pitch].
Let me know if you're comfortable making an intro!
Thanks,
[Your Name]
Your Warm Intro Strategy :
Network Connections: [e.g., "10 advisors, 5 investors, 20 founders"]
Target: [e.g., "Get warm intros to 15-20 Tier 1 investors"]
Question OS2: What is your cold outreach strategy?
Cold Outreach Strategy :
Cold Outreach = Direct email to investor (no mutual connection)
When to use cold outreach :
After exhausting warm intro paths
For Tier 2 and Tier 3 investors
For speed (warm intros can take 2-4 weeks)
Cold Email Best Practices :
Personalize : Reference their portfolio, recent investment, or sector focus
Lead with traction : Put strongest metric in subject line and first sentence
Be concise : 200-300 words max
Clear ask : Request 15-minute intro call, not investment
Cold Outreach Cadence :
Email 1 : Initial outreach (Day 0)
Email 2 : Follow-up (Day 5-7) — "Just bumping this up in your inbox"
Email 3 : Final follow-up (Day 10-14) — "Last email — is this a fit?"
Response Rates :
Email 1: 5-10% response rate
Email 2: +2-3% response rate
Email 3: +1-2% response rate
Total : 8-15% response rate
Your Cold Outreach Strategy :
Target: [e.g., "Send 10-20 cold emails per week to Tier 2 and Tier 3 investors"]
Follow-up: [e.g., "3 emails spaced 5-7 days apart"]
Meeting Progression
Question MP1: How will you structure your fundraising funnel?
Fundraising Funnel :
Stage # of Investors Conversion Rate Next Stage Outreach 100 — — Intro Meeting 30 30% 30% move to partner Partner Meeting 10 33% 50% move to DD Due Diligence 5 50% 60% give term sheet Term Sheet 3 60% Close 1-2 investors Closed 2 67% —
Your Funnel (adjust based on round and stage):
Outreach: [100 investors]
Intro Meetings: [30 meetings]
Partner Meetings: [10 meetings]
Due Diligence: [5 investors]
Term Sheets: [2-3 term sheets]
Close: [1-2 investors — lead + follow-on]
Question MP2: What happens at each meeting stage?
Stage 1: Intro Meeting (15-30 minutes)
Who attends : You + 1 partner from the fund
Goal : Gauge interest, pitch company, get to partner meeting
What you present : Pitch deck (condensed to 10-15 minutes)
What they ask : Market size, traction, competitive landscape, team
Success : Partner says "Let's schedule a partner meeting"
Stage 2: Partner Meeting (45-60 minutes)
Who attends : You + full partnership (3-6 partners)
Goal : Deep dive into business, build conviction, get to due diligence
What you present : Full pitch deck (20-30 minutes) + Q&A
What they ask : Unit economics, retention, roadmap, hiring plan, fundraising history
Success : Partners say "We'd like to move forward with due diligence"
Stage 3: Due Diligence (1-2 weeks)
Who attends : You + investor team + various stakeholders
Goal : Validate claims, assess risks, build conviction to give term sheet
What they do :
Review data room (financials, metrics, contracts, cap table)
Customer reference calls (talk to 3-5 customers)
Back-channel references (talk to people you've worked with)
Technical due diligence (for technical products)
Success : Investor gives term sheet
Stage 4: Term Sheet & Negotiation (1-2 weeks)
Who attends : You + investor + lawyers
Goal : Negotiate terms, finalize deal
What you negotiate : Valuation, board seats, pro-rata rights, liquidation preference, drag-along rights
Success : Sign term sheet
Stage 5: Closing (2-4 weeks)
Who attends : You + investor + lawyers
Goal : Legal due diligence, finalize documents, wire funds
What happens : Legal review of contracts, IP, employment agreements, final signatures, wire transfer
Success : Money in bank
Due Diligence Preparation
Question DD1: What materials will you prepare for due diligence?
Data Room Contents :
1. Financial Documents
☐ Financial Model (3-5 year projections)
☐ Historical Financials (P&L, cash flow, balance sheet — last 2-3 years)
☐ Cap Table (current ownership, option pool, vesting schedule)
☐ Budget (current year spend plan)
☐ Bank Statements (last 3-6 months)
2. Metrics & KPIs
☐ Metrics Dashboard (MRR, customers, churn, CAC, LTV, retention)
☐ Cohort Analysis (retention by cohort, NRR)
☐ Unit Economics (CAC, LTV, LTV:CAC, payback period)
3. Customer & Product
☐ Customer List (top 20 customers by revenue)
☐ Customer References (5-10 referenceable customers)
☐ Product Roadmap (next 12 months)
☐ Product Demo (video or live demo access)
4. Legal & Compliance
☐ Incorporation Documents (certificate of incorporation, bylaws)
☐ Contracts (customer contracts, vendor contracts, partnership agreements)
☐ IP (patents, trademarks, IP assignment agreements)
☐ Employment Agreements (all employees, offer letters, NDAs)
☐ Board Meeting Minutes (last 12 months)
5. Team & Organization
☐ Org Chart (current team structure)
☐ Team Bios (extended backgrounds, LinkedIn profiles)
☐ Hiring Plan (next 12 months, by role)
Your Data Room (check all that apply):
[Financial documents]
[Metrics & KPIs]
[Customer & product]
[Legal & compliance]
[Team & organization]
Data Room Tool :
☐ Google Drive (folder with view-only access)
☐ Dropbox
☐ DocSend (track who viewed what, expiring links)
☐ Notion (organized database)
Your Tool : [Choose one]
Question DD2: How will you prepare customer references?
Customer Reference Process :
Step 1: Identify Referenceable Customers (5-10)
Choose happy customers (NPS 9-10, long-term users, high engagement)
Mix of company sizes, use cases, industries
Avoid at-risk or churned customers
Step 2: Request Permission
Email: "Hi [Customer], we're raising a round and investors may want to speak with references. Would you be open to a 15-minute call if asked?"
Offer incentive (e.g., "We'll give you early access to [new feature]")
Step 3: Prep Customer
Share investor questions in advance (see below)
Brief call to align on talking points
Step 4: Provide to Investors
Give investor list of 5-10 references (name, title, company, email)
Investor picks 3-5 to call
Common Investor Questions for Customer References :
How did you find [Company]?
What problem does [Company] solve for you?
How often do you use [Product]?
What would you do if [Company] didn't exist?
Have you recommended [Company] to others?
What's one thing [Company] could improve?
On a scale of 1-10, how likely are you to renew?
Your Customer Reference Plan :
of References: [e.g., "10 referenceable customers"]
How to Prep: [e.g., "Email + 15-minute prep call"]
Negotiation Strategy
Question NS1: What terms will you negotiate?
Key Term Sheet Terms :
1. Valuation
Pre-money valuation : Company value before investment
Post-money valuation : Company value after investment
Formula : Post-money = Pre-money + Investment Amount
Example : $7.5M pre-money + $2.5M investment = $10M post-money
Your ownership : Investment / Post-money = 2.5M / 10M = 25% to investors
Your Valuation :
Pre-money: [$X]
Investment: [$Y]
Post-money: [$Z]
Investor Ownership: [X%]
2. Board Composition
Typical seed: 3-person board (1 founder, 1 investor, 1 independent)
Typical Series A: 5-person board (2 founders, 2 investors, 1 independent)
Your Board :
Current: [e.g., "2 founders"]
Post-Round: [e.g., "3 people — 2 founders + 1 investor seat"]
3. Pro-Rata Rights
Pro-rata right : Investor can invest in future rounds to maintain ownership %
Why investors want it : Protect against dilution in hot companies
Why founders accept it : Standard, helps with follow-on funding
4. Liquidation Preference
1x non-participating (standard, founder-friendly): Investors get 1x their money back, then common shareholders split the rest
1x participating (investor-friendly): Investors get 1x back PLUS their % of remaining proceeds
2x or higher (highly investor-friendly, avoid): Investors get 2x+ their money back
Your Liquidation Preference : [e.g., "1x non-participating (standard)"]
5. Option Pool
Option pool : Shares reserved for future employee stock options
Typically 10-20% of post-money cap table
Pre-money option pool : Created before investment (dilutes founders only)
Post-money option pool : Created after investment (dilutes everyone)
Your Option Pool :
Size: [e.g., "15% of post-money cap table"]
Timing: [Pre-money or Post-money]
Question NS2: How will you handle multiple term sheets?
Term Sheet Negotiation Strategy :
Scenario 1: Zero Term Sheets (Tough Position)
What to do : Lower valuation, increase outreach, improve traction
Timeline : Extend fundraising process, cut burn to extend runway
Scenario 2: One Term Sheet (Weak Leverage)
What to do : Negotiate politely but firmly (focus on valuation, board seat, option pool)
Timeline : Accelerate process, but don't rush into bad terms
Scenario 3: Multiple Term Sheets (Strong Leverage)
What to do : Create urgency, negotiate best terms, pick best partner (not just highest valuation)
Timeline : Set deadline (e.g., "We're deciding by Friday"), move fast
How to Pick Lead Investor (if multiple term sheets):
Brand/Reputation : Top-tier fund (Sequoia, a16z, Accel) vs. emerging fund?
Value-Add : Network, recruiting, follow-on capital, domain expertise?
Founder-Friendly : Reputation with other founders (ask back-channels)
Terms : Valuation, board seat, liquidation preference, option pool
Chemistry : Do you trust this person? Will they support you in hard times?
Your Term Sheet Strategy (if multiple):
How to evaluate: [e.g., "Prioritize value-add and chemistry over valuation"]
How to decide: [e.g., "Pick top 2, final call with both partners, decide by Friday"]
Closing the Round
Question CR1: What is your closing checklist?
Closing Checklist (2-4 weeks):
Week 1: Term Sheet Signed
☐ Sign term sheet with lead investor
☐ Announce lead investor (if public)
☐ Close other investors (follow-on checks)
Week 2: Legal Due Diligence
☐ Investor lawyers review all contracts, IP, employment agreements
☐ Address any legal issues (clean up cap table, update contracts, etc.)
Week 3: Document Drafting
☐ Draft Stock Purchase Agreement (SPA)
☐ Draft Investor Rights Agreement
☐ Draft Voting Agreement
☐ Draft Right of First Refusal (ROFR) Agreement
Week 4: Signatures & Wiring
☐ All parties sign final documents
☐ Investor wires funds
☐ Issue new stock certificates
☐ Update cap table
Post-Close:
☐ Announce fundraise (press release, blog post, social media)
☐ Thank all investors who participated
☐ Send update to investors who passed (maintain relationship)
Your Closing Timeline : [e.g., "4 weeks from term sheet to close"]
Fundraising Discipline
Question FD1: How will you stay disciplined during fundraising?
Fundraising Discipline Principles :
1. Set a Deadline
Don't let fundraising drag on for 9-12 months
Set hard deadline: [e.g., "Fundraise must close by June 30 or we cut burn and focus on traction"]
2. Limit CEO Time
Max 50% of CEO time on fundraising (rest on product, customers, team)
Delegate investor meetings to co-founder when possible
3. Batch Investor Meetings
Don't take meetings one-by-one over 6 months
Compress meetings into 4-6 weeks (creates urgency, FOMO)
4. Track Everything
Use CRM to track every investor, meeting, status, next step
Review funnel weekly: How many intro meetings → partner meetings → term sheets?
5. Have a Plan B
What if fundraising fails? Cut burn? Bridge round? Revenue-based financing?
Your Discipline Plan :
Deadline: [e.g., "Close by June 30 or pivot to Plan B"]
CEO Time Limit: [e.g., "Max 50% of time on fundraising"]
Meeting Batching: [e.g., "Compress all meetings into 6-week window"]
Plan B: [e.g., "Cut burn by 30%, extend runway to 18 months, try again in 6 months"]
Implementation Roadmap
Question IR1: What is your 90-day fundraising execution plan?
Month 1: Preparation (Weeks 1-4)
Week 1 : Finalize pitch deck, one-pager, financial model
Week 2 : Build investor target list (100 investors, prioritize Tier 1)
Week 3 : Secure 10-15 warm intros from network
Week 4 : Prepare data room, customer references
Goal : Ready to launch outreach Week 5
Month 2: Initial Outreach (Weeks 5-8)
Week 5 : Send 15 warm intro requests + 10 cold emails
Week 6 : Hold 10-15 intro meetings
Week 7 : Send 15 more outreach emails, hold 10-15 more intro meetings
Week 8 : Follow up with all intro meetings, identify 5-10 partner meetings
Goal : 20-30 intro meetings, 5-10 partner meetings scheduled
Month 3: Partner Meetings & Due Diligence (Weeks 9-12)
Week 9-10 : Hold 5-10 partner meetings
Week 11 : 2-3 investors move to due diligence, share data room
Week 12 : Investor customer calls, back-channel references
Goal : 2-3 term sheets by end of Week 12
Month 4: Term Sheet & Closing (Weeks 13-16)
Week 13 : Receive 2-3 term sheets, evaluate and negotiate
Week 14 : Select lead investor, sign term sheet
Week 15-16 : Legal due diligence, document drafting, signatures
Goal : Close round, announce fundraise
STEP 4: Generate Comprehensive Fundraising Strategy
You will now receive a comprehensive document covering :
Section 1: Executive Summary
Fundraising goals (amount, round, valuation, timeline)
Investor targeting (50-100 investors, prioritized by tier)
Outreach strategy (warm intros, cold outreach, cadence)
Expected funnel (100 outreach → 30 intro meetings → 10 partner meetings → 5 DD → 3 term sheets → close)
Section 2: Timeline & Milestones
Month 1: Preparation (materials, target list, warm intros, data room)
Month 2: Initial outreach (20-30 intro meetings)
Month 3: Partner meetings & due diligence (5-10 partner meetings, 2-3 DD)
Month 4: Term sheet & closing (negotiate, sign, close)
Section 3: Investor Targeting
Ideal investor profile (stage, sector, geography, portfolio fit)
Investor research sources (AngelList, Crunchbase, LinkedIn, fund websites, network)
Target list (100 investors: 20 Tier 1, 30 Tier 2, 50 Tier 3)
Section 4: Outreach Strategy
Warm intro strategy (map network, request intros, 50-70% response rate)
Cold outreach strategy (10-20 emails/week, 3 follow-ups, 8-15% response rate)
Email templates (intro request, cold email, follow-ups)
Section 5: Meeting Progression
Intro meeting (15-30 min, gauge interest)
Partner meeting (45-60 min, deep dive)
Due diligence (1-2 weeks, data room, customer calls, references)
Term sheet (negotiate terms)
Closing (legal DD, signatures, wire)
Section 6: Due Diligence Preparation
Data room contents (financials, metrics, customers, legal, team)
Data room tool (Google Drive, DocSend, Notion)
Customer references (5-10 referenceable customers, prep process)
Section 7: Negotiation Strategy
Key terms (valuation, board, pro-rata, liquidation preference, option pool)
How to handle zero, one, or multiple term sheets
How to pick lead investor (brand, value-add, chemistry, terms)
Section 8: Closing Checklist
Week 1: Sign term sheet
Week 2: Legal due diligence
Week 3: Document drafting
Week 4: Signatures & wiring
Post-close: Announce fundraise
Section 9: Fundraising Discipline
Set deadline (don't let fundraising drag on)
Limit CEO time (max 50% on fundraising)
Batch investor meetings (compress into 4-6 weeks)
Track everything (CRM, weekly funnel review)
Plan B (if fundraising fails)
Section 10: Next Steps
Finalize investor target list this week
Request warm intros next week
Launch outreach in Week 3
Track progress weekly
STEP 5: Quality Review & Iteration
After generating the strategy, I will ask:
Quality Check :
Is the timeline realistic (3-6 months)?
Is the target list large enough (100 investors)?
Is the outreach strategy balanced (warm intros > cold)?
Is the funnel realistic (30% intro → partner conversion)?
Is the due diligence prep complete (data room, customer references)?
Is the negotiation strategy clear (how to handle multiple term sheets)?
Iterate? [Yes — refine X / No — finalize]
STEP 6: Save & Next Steps
Once finalized, I will:
Save the fundraising strategy to your project folder
Suggest building investor target list this week
Remind you to set a hard deadline and stick to it
8 Critical Guidelines for This Skill
Warm intros > cold outreach : 10x higher response rate. Exhaust your network before going cold.
Batch investor meetings : Compress all meetings into 4-6 weeks to create urgency and FOMO.
Always be closing : Don't let fundraising drag on for 9+ months. Set a hard deadline and stick to it.
Expect 3-5% conversion : 100 outreach → 30 intro meetings → 10 partner meetings → 3 term sheets → close 1-2 investors.
Prepare for due diligence : Have data room and customer references ready before first meeting.
Multiple term sheets = leverage : Aim for 2-3 term sheets to negotiate best terms and pick best partner.
Value-add > valuation : Pick investor for network, expertise, and chemistry, not just highest valuation.
Limit CEO time : Max 50% of CEO time on fundraising. Rest on product, customers, and team.
Quality Checklist (Before Finalizing)
Fundraising goals are clear (amount, round, valuation, timeline)
Investor target list has 100 investors (20 Tier 1, 30 Tier 2, 50 Tier 3)
Warm intro strategy is defined (map network, request intros)
Cold outreach strategy is defined (10-20 emails/week, 3 follow-ups)
Meeting progression is clear (intro → partner → DD → term sheet → close)
Data room is prepared (financials, metrics, customers, legal, team)
Customer references are identified (5-10 referenceable customers)
Negotiation strategy is defined (how to handle multiple term sheets)
Closing checklist is complete (4-week timeline)
Fundraising discipline is established (deadline, CEO time limit, batching, Plan B)
Integration with Other Skills
Upstream Skills (reuse data from):
investor-pitch-deck-builder → Pitch deck, fundraising amount, use of funds, milestones
investor-brief-writer → One-pager, cold email templates, distribution strategy
financial-model-architect → Financial projections, burn rate, runway, cash flow
metrics-dashboard-designer → Traction metrics (MRR, growth rate, customers, retention)
Downstream Skills (use this data in):
operational-playbook-creator → Post-fundraise execution plan (hiring, product roadmap, GTM scaling)
HTML Editorial Template Reference
CRITICAL : When generating HTML output, you MUST read and follow the skeleton template files AND the verification checklist to maintain StratArts brand consistency.
Template Files to Read (IN ORDER)
Verification Checklist (MUST READ FIRST):
html-templates/VERIFICATION-CHECKLIST.md
Base Template (shared structure):
html-templates/base-template.html
Skill-Specific Template (content sections & charts):
html-templates/fundraising-strategy-planner.html
How to Use Templates
Read VERIFICATION-CHECKLIST.md first - contains canonical CSS patterns that MUST be copied exactly
Read base-template.html - contains all shared CSS, layout structure, and Chart.js configuration
Read fundraising-strategy-planner.html - contains skill-specific content sections, CSS extensions, and chart scripts
Replace all {{PLACEHOLDER}} markers with actual analysis data
Merge the skill-specific CSS into {{SKILL_SPECIFIC_CSS}}
Merge the content sections into {{CONTENT_SECTIONS}}
Merge the chart scripts into {{CHART_SCRIPTS}}
HTML Output Verification
Before delivering the HTML report, verify:
Structure Verification
Chart Verification (3 Charts Required)
Content Verification
Executive summary covers goals, traction, investor profile, expected outcomes
Timeline shows 4 phases (preparation, outreach, DD, closing)
Investor tiers total 100 investors (20 Tier 1 + 30 Tier 2 + 50 Tier 3)
Outreach strategy covers both warm intros and cold outreach with response rates
Funnel shows realistic conversion rates (30% intro, 33% partner, 50% DD, 60% term sheet)
Meeting stages cover all 5 phases (intro → partner → DD → term sheet → closing)
Data room checklist has 4 categories with 5 items each
Term sheet terms include valuation, board, liquidation, option pool, pro-rata
Closing checklist covers 4 weeks + post-close
Discipline metrics include deadline, CEO time limit, meeting window, Plan B
Visual Verification
End of Skill