FounderWise · Playbook one-pager
💵 Raise Your First $100k Angel Round
Deck structure, investor CRM setup, SAFE agreement template, and pitching scripts for early check writers.
Timeframe · 4 WeeksTarget · Pre-Seed Capital14 tasks
North star
A tight process that produces real meetings and at least one term sheet conversation.
Kill criteria
No traction narrative and no path to default-alive without a raise.
Week 1 — Narrative
- 1. Decide if you should raise — Default-alive analysis written.→ Go/no-go memo
- 2. Deck v1 — 10–12 slides, problem-first.→ Deck link
- 3. Data room skeleton — Metrics, product, legal basics.→ Folder live
- 4. Investor list 50 — Stage + thesis fit only.→ CRM rows
- 5. Warm intro map — Who can intro whom.→ Intro graph
- 6. 3-min pitch drill — Record yourself.→ Recording
- 7. Deck v2 from feedback — Peer founders, not only investors.→ Deck v2
Weeks 2–4 — Process
- 1. Start parallel intros — Never single-thread.→ 10 intros requested
- 2. Meeting CRM hygiene — Next step + date every row.→ CRM clean
- 3. Update metrics weekly — One source of truth.→ Metrics sheet
- 4. Practice objections — Team + market + competition.→ FAQ doc
- 5. Second meetings — Deep dives scheduled.→ Pipeline stage up
- 6. Partner meetings — If process is real.→ On calendar
- 7. Close or walk — Deadline in process.→ Decision written