<aside> 👉 Session Slides Here: https://docs.google.com/presentation/d/158syZLzhZKnFU4GyDNg97W8qxTfsQN1melzK3tYi7oE/edit?usp=sharing

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Fundraising Bootcamp How to run a fundraising process.mp4

https://near-foundation.zoom.us/rec/share/rLuSmvi8SRCkuYw8HhfDBLoZFebd91ixYf3n264Y0DKtCXjwAwgiVGuHOdmD-YTw.TijymtPg3LETRi7o?startTime=1697036673000 Passcode: T#q1nvc7

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:

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Calendar Density

Import Aug 16, 2022

Intro Email Templates

Anatomy of a Seed Round

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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 pipeline ( ‣)