Fundraising templates, free to download.
Plain files you can open anywhere and edit. No sign-up. Each one has blanks for you to fill in, and none has made-up examples in it.
These templates last updated .
Investor tracker
A sheet to follow every investor you contact: who, how, when and what happens next. Opens in Excel, Numbers or Google Sheets.
Download (CSV)First email to an investor
A short first email with a place for the one fact that shows you chose this investor. Edit every line so it sounds like you.
Download (text)Monthly investor update
A plain monthly update for the people who back you, with the numbers, the problems and the help you need.
Download (text)Data room checklist
The documents a UK investor is likely to ask for, grouped by folder, with a column to record where each one lives.
Download (CSV)Term sheet comparison
A grid for laying two offers side by side, line by line, so you compare what each one asks for.
Download (CSV)One page company summary
A one page summary for investors who ask for something shorter than a deck.
Download (text)Pitch deck checklist
A slide by slide checklist to run through before you send your deck to anyone.
Download (text)Want the thinking behind them? Start with the fundraising guides.