A data room, ready before anyone asks
Have the documents in order so diligence takes days, not months.
Fundraising preparation. Two weeks
- Start from the checklist: Company documents, contracts, finances, team, product.
- Clean up the cap table: One source of truth that matches the signed documents.
- Monthly numbers in one sheet: The same sheet you use to run the company, not a special version.
- A short investor update habit: One email a month to people who asked to follow along: what happened, what is next, one ask for help.
Process only. No amounts, no investor matching, no asks to invest.