Start by understanding the journey you're seeking to embark on. Take a look at the timeline below. This is an overview of the capital raising journey and what you'll need along the way.
It might seem like a lot, but don't get discouraged. You don't necessarily need everything. The earlier you are, the less you need.
Keep in mind, your top 3 priorities on this journey are:
Finding the right investor(s) for your business
Securing the right amount of money for your next stage of growth
Getting the right valuation for the stage you're at
Reference Guides (read these)
If you're just getting started or this is your first time raising capital, I highly recommend you take some time to sit down and read these. I know, reading is hard when there's so much to do! You'll thank me later.
Join KaspaPro to get investment-ready, find the right investors, and streamline your capital raise so you can focus on what really matters.
Document Templates & Guides (copy these)
As you know from the diagram above, there's a few things you're going to need along the way. It's best to have them ready before you start seriously talking to investors. Otherwise you'll just end up slowly things down.
Investor Pitch Deck Guide
Template of what to include, slide by slide.
Read more →
Short Investor Memo Guide
Template of what to include, page by page.
Read more →
Detailed IM (Investment Memo)
What to include, section by section.
Read more →
Data room checklist for founders
Here's what investors will want to see during DD.
Read more →
Investor Tracking Spreadsheet
A simple way to keep track of investor contacts
Copy the template →
Sample Capitalisation Table
A good view of how dilution works.
Read more →
Capitalisation Table Template
This one has simple instructions to fill out.
Read more →
Financial Model Template
Most investors will want to see a version of this.
Read more →
Get free personalised feedback on your investor deck
Send me your investor pitch deck and I'll review it and give you feedback.
Seed Financing Documents (use these)
Standardisation across the industry has brought much needed certainty to early-stage deals. Below you'll find templates for the SAFE note, shareholders agreement, IP assignment deed, subscription agreement, & more.
AIC Seed Financing Docs
Industry standard agreement templates from the Australian Investment Council.
Get 6 documents →
AirTree Seed Financing Docs
The key ones you'll need to complete a seed round with VCs.
See 5 documents →
Open Source Term Sheet
A plain vanilla, straight-up-the-fairway term sheet, with all the standard terms you would expect to see from Valley funds.
Read now →
Advisor Agreement Template
An Aussie specific version of the international FAST document from the Founder Institute.
See document →
SAFE Calculator
Y-Combinator released their new Post Money SAFE notes in 2018. This model enables you to replicate the exact examples provided in the SAFE User Guide.
Get excel template →
Coming soon
I'm sure I'll find more to add here soon!
Read now →
Mack's Resources
Mack the Moose is a character I made up. He is here to help startup founders with great (and mostly free) resources & tools. I haven't trademarked it. The logo was downloaded from a free site (see design resources). I do this in my spare time, so feedback is greatly appreciated, but any complaints may be sent to Scott Morrison @ Parliament Dr, Canberra ACT 2600.