👋🏽 Welcome!

We're stoked to share with you our Fundraising OS. We made this to help out first-time founders in the startup world navigate the often overwhelming process of fundraising.

This is the exact same tool that we've used with some of our portfolio companies, and they love it! Plus, you can always tweak it to fit your own unique situation.

We really hope you find it helpful and enjoy using it!

Cheers, Team Fundraising OS

How do I begin?

<aside> 💡 What is this: The Fundraising OS is designed to be an actionable dashboard and checklist system. It's a guide, database, framework, and most of all, an actionable resource. In short a personal CRM of a founder during the fundraising journey.

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How do I begin.mp4

<aside> 🚨 Create your own copy to make it actionable: Click "Duplicate" in the top right corner (top-right 3-dot menu on mobile) to save this to your personal Notion workspace. It can take up to 5 minutes for it to duplicate.

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<aside> ➡️ How to create your Fundraising Teamspace

Step 1: Creating your Fundraising team space

• Click the + button to the right of the teamspaces label in your sidebar, or go to All teamspaces, and click + New teamspace
• Give your teamspace a name and choose the Permissions settings for your teamspace, and select “Create teamspace”
• Now the teamspace appears in your sidebar, and you’ll be prompted to add people to your new team.
• Now move the pages located under the resources section, simply drag and drop the pages into your teamspace.

Step 2: Moving Resources into your Fundraising team space

Resources

How to use the Template

Start here - Fundraising Guide

Dashboard

Investors Database

Meetings

People

Documents

Demo

Team

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Questions? Write us at [email protected]