Strategy & Fundraising

Tools for building your business strategy, managing equity, and preparing for fundraising rounds.

Overview

Strategy & Fundraising gives founders and finance teams a dedicated workspace to model scenarios, track equity ownership, prepare investor materials, and align the business plan with financial projections.

Cap Table Management

Full equity ledger with dilution modeling, vesting schedules, and round simulation.

Data Room

Secure document sharing for due diligence — folder/document management, magic-link investor access, dynamic watermarking, and audit logging.

Pitch Deck Creator

Structured slide builder for investor presentations with built-in best-practice templates. Can pull Current Traction and Funding Goal straight from a saved Financial Projection Modeler model.

Business Plan Builder

Section-by-section business plan editor covering executive summary, market analysis, operations, and financials. Can pull Current Traction and Capital Ask straight from a saved Financial Projection Modeler model.

Financial Projection Modeler

Revenue, cost, and cash-flow projections with scenario analysis and chart export. Its saved models feed directly into the Pitch Deck Creator and Business Plan Builder.

Quick Start

1. Open Strategy & Fundraising

2. Set up Cap Table

3. Build Financial Projections

4. Create Pitch Deck

Navigate to Strategy & Fundraising from the sidebar.
Open Cap Table Management and add your founding shareholders and initial share classes.
Use Financial Projection Modeler to build a 3-year revenue and cost model, then click Save Model.
In Business Plan Builder or Pitch Deck Creator, click Load from Financial Model to pull traction and funding numbers from the saved model instead of typing them by hand.
Use the Pitch Deck Creator to export investor-ready slides.

Module Breakdown

Module	Purpose	Key Actions
Cap Table Management	Track equity ownership and model dilution	Add shareholders, simulate rounds, export to PDF
Data Room	Share due diligence documents securely with investors	Upload documents, create magic-link share, review audit trail
Pitch Deck Creator	Build investor presentations	Choose template, load from Financial Model, edit slides, export PPTX/PDF
Business Plan Builder	Document your business strategy	Fill sections, load from Financial Model, attach financials, share link
Financial Projection Modeler	Model revenue and cash flow	Set assumptions, run scenarios, export charts

Key Concepts

Cap table: A spreadsheet or database showing who owns shares in your company, how many, and at what price. Updated with each funding round.
Dilution: The reduction of existing shareholders' ownership percentage when new shares are issued in a funding round.
Vesting schedule: The timeline over which a founder or employee earns their equity. Typical schedules are 4 years with a 1-year cliff.
Runway: How long a company can operate before running out of cash, based on current burn rate. Visible in the Financial Projection Modeler.
Pitch deck: A short presentation (usually 10-15 slides) summarising the problem, solution, market, team, and financials for investors.

Frequently Asked Questions

Can I model multiple funding rounds?

Yes. Cap Table Management lets you add as many rounds as needed (Seed, Series A, B, etc.) and instantly recalculates dilution and ownership percentages after each round.

Can I export the pitch deck to PowerPoint?

Yes. Pitch Deck Creator supports export to PPTX and PDF. You can also share a live read-only link with investors directly from the platform.

Are financial projections linked to the business plan or pitch deck?

Yes. Both Business Plan Builder and Pitch Deck Creator have a Load from Financial Model button that pulls traction and funding numbers from a saved Financial Projection Modeler model. This is a one-time snapshot at the moment you load it, not a live sync — if you update the model afterward, reload it in each screen to refresh the text.