Fundraising and finance templates for startup founders. My day job is Cofounder & CEO Puzzle Financial, host of Turpentine Finance podcast, and tech optimist. Y-Combinator (W'12), ODF'8, Village Global alum.

Sasha Orloff

This template is to help your startup be fundraise ready. Establishing an Investor Central ensures you're ready to engage with potential investors at any moment and look prepared. Invest the time to set it up initially, and make sure to update it quarterly.

Startup Fundraising Template

Understand how timing can impact your fundraising success.  Although deals happen throughout the year, you should carefully align your market timing with your runway—maintaining a 3–6 month buffer for safety.

When to Fundraise

Every diligence is slightly different, depending on stage, investor, geography, industry. Consider this guidance versus exhaustive. Keep your financials fundraise and tax ready at Puzzle.io

Startup Data Room Checklist

Copy this template to manage each of your board meetings and send out prior as a pre-read. Includes a complete outline from executive summary to “Day of” agenda.

Startup Board Meeting

Founders can use this template to help structure their fundraise pitch, build and improve their narrative for raising venture capital, and improve the chances to nailing their fundraise.

How to Nail Your Startup's Fundraise Pitch

We are huge fans of dedicated project management tools such as Linear, Jira, Monday and others.  But sometimes you just need something quick and easy to get started. That’s why we built this free template to track issues and impact.

Weekly Product Roadmap Tracker

This is a free template for a product spec or product requirements document (PRD).  It is a document that outlines the requirements for a product, helps you structure you thinking when building, launching or marketing your product.

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