Overview: In this module, we will introduce different types of fundraising, stages, and key terminologies. We'll guide you in planning and structuring your fundraising process and share tactics for running a smooth process, building momentum, setting timelines, and managing communication with potential investors. A case study analysis of a successful fundraising process from start to finish will be conducted.

Weekly Objectives:

• Understand different types of fundraising, stages, and key terminologies.
• Plan and structure your fundraising process.
• Learn strategies for running a smooth fundraising process.
• Analyze a successful fundraising process from start to finish.

Session Breakdown:

1. Overview of Fundraising: Introduction to different types of fundraising, stages, and key terminologies.
2. Planning Your Fundraising Strategy: How to plan and structure your fundraising process.
3. Managing Fundraising: Tactics on running a smooth process, building momentum, setting timelines, and managing communication with potential investors.
4. Fundraising Case Study: Analyzing a successful fundraising process from start to finish.

Outcomes:

• Founders build out investor CRM / pipeline
• Founders design raise timeline and investor reporting structure

<aside> 💡 Post-Session Resources:

Investor CRM

https://docs.google.com/spreadsheets/d/1AGA6vW7sPq61dbmE1KxN13k-urq3XhkD/edit?usp=sharing&ouid=105573452843909711137&rtpof=true&sd=true

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Session Pre-Read: Managing Investor Relationships

About six to twelve months in advance of your investment you should start curating your Investor CRM.

This is a highly effective tool that will become the cornerstone of your fundraising process. Before reading the next lines you should now quickly have a look at the CRM.

You should start filling your CRM with investors, who..