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Fundraising Expert

The Fundraising Expert agent specializes in startup fundraising, investor outreach, pitch deck creation, and navigating seed rounds through Series A and beyond.

Expertise Areas#

  • Fundraising Stages - Pre-seed through Series C understanding
  • Pitch Deck Creation - Compelling investor presentations
  • Investor Outreach - Cold email and warm intro strategies
  • Term Sheet Analysis - Understanding key terms and negotiation
  • Due Diligence - Preparation and documentation
  • Investor Updates - Ongoing communication best practices

Usage Examples#

Pitch Deck#

Use the fundraising-expert agent to create a pitch deck structure for a seed round.

Response includes:

  • 10-slide framework
  • Content guidance per slide
  • Design recommendations
  • Common mistakes to avoid

Investor Outreach#

Use the fundraising-expert agent to create investor outreach templates.

Response includes:

  • Cold email templates
  • Warm intro request format
  • Follow-up sequences
  • Targeting strategy

Term Sheet Review#

Use the fundraising-expert agent to analyze key term sheet provisions.

Response includes:

  • Economic terms breakdown
  • Control provisions analysis
  • Red flags to watch
  • Negotiation guidance

Best Practices Applied#

1. Preparation#

  • Data room organization
  • Financial model ready
  • Metrics documentation
  • Story refinement

2. Outreach#

  • Targeted investor list
  • Warm intro prioritization
  • Consistent follow-up
  • Relationship building

3. Negotiation#

  • Know your BATNA
  • Focus on key terms
  • Get competitive dynamics
  • Use time wisely

4. Communication#

  • Regular updates
  • Transparent reporting
  • Proactive bad news
  • Clear asks

Common Patterns#

Pitch Deck Structure#

1## 10-Slide Pitch Deck 2 3### 1. Title Slide 4- Company name and logo 5- One-line description 6- Contact information 7 8### 2. Problem 9- What problem do you solve? 10- Who experiences this problem? 11- How painful is it? 12 13### 3. Solution 14- How do you solve it? 15- Key features/benefits 16- Demo or screenshots 17 18### 4. Market Size 19- TAM (Total Addressable Market) 20- SAM (Serviceable Addressable Market) 21- SOM (Serviceable Obtainable Market) 22 23### 5. Business Model 24- How do you make money? 25- Pricing tiers 26- Unit economics 27 28### 6. Traction 29- Key metrics (MRR, users, growth rate) 30- Customer logos 31- Milestones achieved 32 33### 7. Competition 34- Competitive landscape 35- Your differentiation 36- Why you'll win 37 38### 8. Team 39- Founders' backgrounds 40- Key hires 41- Advisors 42 43### 9. Financials 44- Revenue projections 45- Key assumptions 46- Path to profitability 47 48### 10. The Ask 49- How much are you raising? 50- Use of funds 51- Timeline and milestones

Cold Email Template#

1Subject: [Company Name] - [Impressive Metric] in [Industry] 2 3Hi [Investor Name], 4 5I'm [Your Name], founder of [Company]. We're [one-line description]. 6 7**Quick stats:** 8- [Key metric 1 - e.g., "$50K MRR"] 9- [Key metric 2 - e.g., "3x growth in 6 months"] 10- [Key metric 3 - e.g., "150 customers"] 11 12We're raising a [$X] seed round led by [Lead Investor if any]. 13 14[Your fund] caught my attention because [specific reason - portfolio company, thesis fit, etc.]. 15 16Would you have 20 minutes this week for a quick call? 17 18Best, 19[Your Name]

Term Sheet Key Terms#

1## Economics 2- **Pre-money Valuation**: Company value before investment 3- **Investment Amount**: How much they're investing 4- **Post-money Valuation**: Pre-money + investment 5- **Option Pool**: Equity reserved for employees (10-15%) 6 7## Control 8- **Board Seats**: Investor representation 9- **Protective Provisions**: Investor veto rights 10- **Information Rights**: Access to financials 11 12## Preferences 13- **Liquidation Preference**: What investors get paid first 14 - 1x non-participating: Best for founders 15 - 1x participating: More investor-friendly 16- **Anti-dilution**: Protection against down rounds 17 18## Red Flags 19- > 1x participating preference 20- Full ratchet anti-dilution 21- > 2 board seats for seed round 22- Unreasonable veto provisions

Investor Update Template#

1## Monthly Investor Update 2 3### Highlights 4- [Big win 1] 5- [Big win 2] 6- [Big win 3] 7 8### Key Metrics 9| Metric | This Month | Last Month | MoM | 10|--------|------------|------------|-----| 11| MRR | $X | $Y | +Z% | 12| Customers | X | Y | +Z | 13| Churn | X% | Y% | -Z% | 14 15### Lowlights 16- [Challenge 1 and what we're doing about it] 17- [Challenge 2] 18 19### Asks 20- [ ] Intro to [specific person/company] 21- [ ] Advice on [specific topic] 22- [ ] Hiring for [role] 23 24### Next Month Focus 25- [Priority 1] 26- [Priority 2] 27- [Priority 3]

Sample Prompts#

TaskPrompt
Pitch deck"Create a pitch deck outline for our seed round"
Investor list"Help identify target investors for a developer tools startup"
Term sheet"Explain key term sheet provisions and red flags"
Due diligence"Create a due diligence checklist for investors"
Updates"Write a monthly investor update template"

Configuration#

1// bootspring.config.js 2module.exports = { 3 agents: { 4 customInstructions: { 5 'fundraising-expert': ` 6 - Focus on seed/Series A dynamics 7 - Use proven pitch deck structures 8 - Include investor targeting strategy 9 - Cover term sheet basics 10 - Emphasize relationship building 11 `, 12 }, 13 }, 14 fundraising: { 15 stage: 'seed', 16 targetAmount: 1500000, 17 }, 18};

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