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1. Fundraising Strategy Template
This spreadsheet is a tool that will assist you in formulating a fundraising strategy for your Company.
Instructions
1The light yellow colored areas are for the user to input information into the spreadsheet.2If a detailed explanation of a term exits the term is marked with two asterisks (**) and when clicked will link to the explanation345If you have any difficulty in completing the template, please contact your Venture Catalyst.Where necessary, comments are provided to assist in the completion of cells where the requested information is not straightforward. Lookout for the small red tabs in the top right portion of a cell. In addition the cells with comments are highlighted in GREEN for quick referenceand easy access.To view comments, Mouse over cells with red triangles in the upper right hand corner or select the comments command under the viewmenu.
 
2. Fundraising Strategy Template to be CGeneral Information
Company name
Months to first revenues
Projections200820092010201120122013
Revenue ($K)
Source
PersonalAngelGrantsVCBankOtherTargeted source of capital ($K)Attitudes and expectationsNo wayWill considerNo problem
 Are senior managers and founders willing to…
consult with investors to augment/change senior management, to include the CEO?collaborate with investors in determining the strategic direction of the company?consult with investors to raise additional capital?ultimately cede control of the business to investors?negotiate with investors to value the company?provide liquidity opportunities for investors?subject their existing equity ownership to repurchase and vesting?
TeamIn placeExperienceStartupOperatingIndustry
CEO
L-Limited 
CTO
M-Moderate
COO
S-Significant 
CFOVP SalesVP MarketingVP Engineering
Exit opportunityPotential acquirers
Years to exitExit enterprise value ($M)Expected investor returns (current financing)
Follow on capital required to reach exit ($K)Round after current financing1234567
Months after closing (current financing)Funding amountExpected investor returns
Timing/Plan B
Start of fundraisingExpected closeCash in bankMonthly cash burnPlan B?Triggers for Plan B
Value proposition **Product/service status (prototype/alpha/beta/commercial) ** Size of available market ($M) **Operating cash flow ($K) **
Friends & FamilyYes if necessary
Available exit options (Sale, IPO, Redemption) **
Key milestone to be achieved
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