thePlaybook
thePlaybook
Master the fundraise from concept to close.
A practical roadmap for founders raising capital.
Start with theBaseline.
Free. Where you stand, why you get passed on, and whether you should raise at all.
theBaseline shows you where you stand.
thePlaybook is the plan and execution.
thePreparation
Before you talk to anyone.
The raise is won here, in the three weeks before anyone knows you're raising. Set your number, your targets, and your narrative — so you walk in negotiating, not reacting.
thePitch
In the room.
Every question an investor asks is testing something they won't say out loud. Learn what they're really probing, and how to pass the test most founders don't know they're taking.
theToolkit
The fundraising stack.
Every template you'll open during a live raise. The investor CRM, the deck, the cap table simulator, the cold email that gets replies. Built to be used, not read.
theMaterials
Preparing the docs.
The deck, the data room, the cold email that actually gets replies. Great materials don't win the round, but bad ones lose it before you're in the room.
theProcess
From thesis to terms.
Momentum isn't luck, it's engineered. Run a compressed, parallel process, read the signals, know when a round is dying, and negotiate terms from a position of strength.
theUpdates
New material, as the market moves.
Fundraising changes. Terms shift, benchmarks move, what works stops working. New content gets added as it happens, and you already own it. Buy once, keep getting more.
Everything you need to run a raise from concept to close, written by someone who spent years on the other side of the table. Five modules covering narrative, deck, targeting, process, and terms, plus the full Toolkit: investor CRM, deck template, cap table simulator, and every template you'll use. Lifetime access, and new material as it's added.
Double down with private sessions.
The Playbook is the system. A session is someone across the table looking at your deck, your targets, your round - and telling you what a template can't.
30 or 60 minutes, one-to-one.
What is a realistic valuation for your company and your ownership over time.