Fundraise Prep

1. Data Room Checklist

Standard data room structure:

📁 [Company] Data Room
├── 📁 Corporate
│   ├── Certificate of Incorporation
│   ├── Bylaws
│   ├── Board minutes
│   ├── Cap table
│   └── Existing investor agreements
├── 📁 Financial
│   ├── Historical P&L (monthly)
│   ├── Balance sheet
│   ├── Cash flow
│   ├── Financial model
│   ├── Bank statements (3 months)
│   └── AR/AP aging
├── 📁 Metrics
│   ├── KPI dashboard
│   ├── Cohort analysis
│   ├── Unit economics
│   └── Customer list (anonymized if needed)
├── 📁 Product
│   ├── Product roadmap
│   ├── Technical architecture overview
│   └── Competitive analysis
├── 📁 Team
│   ├── Org chart
│   ├── Key employee bios
│   └── Hiring plan
├── 📁 Legal
│   ├── Material contracts
│   ├── IP assignments
│   └── Pending litigation (if any)
└── 📁 Deck & Materials
    ├── Investor deck
    ├── Memo (optional)
    └── One-pager

2. VC Q&A Preparation

Anticipate and prepare answers for:

Business Model:

• How do you make money?
• What's your pricing model? Why?
• What's your gross margin?
• What does unit economics look like at scale?

Market:

• How big is the market? (TAM/SAM/SOM)
• Why is now the right time?
• Who are your competitors? Why do you win?
• What's your unfair advantage?

Traction:

• What's your growth rate?
• What's your retention/churn?
• Who are your best customers? Why?
• What does your pipeline look like?

Team:

• Why are you the team to build this?
• What's missing on the team?
• How do you attract talent?

Hard Questions:

• What's the biggest risk?
• What keeps you up at night?
• Why hasn't this worked before?
• What would make you fail?

3. Pitch Narrative

Structure the story:

1. The Problem — Pain that's real and urgent
2. The Solution — How you solve it uniquely
3. The Proof — Traction that validates the approach
4. The Market — Size and timing
5. The Business Model — How you win economically
6. The Team — Why you'll execute
7. The Ask — What you need and what you'll do with it

4. Due Diligence Readiness

Checklist for each area:

• Financials reconcile and are audit-ready
• Cap table is clean and current
• All IP properly assigned
• No outstanding legal issues
• Customer contracts accessible
• Metrics are defensible and documented

Output Format

Fundraise Readiness Assessment

## Fundraise Readiness: [Company Name]
### Target Round: [Series/Amount]

**Overall Readiness:** 🟢/🟡/🔴

### Data Room Status
| Section | Status | Notes |
|---------|--------|-------|
| Corporate | 🟢/🟡/🔴 | [What's missing] |
| Financial | 🟢/🟡/🔴 | [What's missing] |
| Metrics | 🟢/🟡/🔴 | [What's missing] |
| Product | 🟢/🟡/🔴 | [What's missing] |
| Team | 🟢/🟡/🔴 | [What's missing] |
| Legal | 🟢/🟡/🔴 | [What's missing] |

### Key Narrative Strengths
1. [What's compelling]
2. [What's compelling]

### Key Narrative Gaps
1. [What needs work]
2. [What needs work]

### Likely Hard Questions
1. Q: [Anticipated question]
   A: [Prepared answer]

### Preparation Priorities
1. [Highest priority item]
2. [Second priority]
3. [Third priority]

File Structure

data/cfo/
├── fundraise/
│   ├── readiness_assessment.json
│   ├── data_room_checklist.json
│   ├── qa_prep.md
│   ├── pitch_narrative.md
│   └── investor_pipeline.json

Relationship to /cfo

This skill provides fundraise readiness for the CFO:

• "We're kicking off Series A prep — run /fundraise-prep to assess readiness"
• "What questions should we expect? Run /fundraise-prep for Q&A prep"
• "Is the data room complete? Check /fundraise-prep"