Fundraising Materials Preparation | Bootspring Docs

The Materials Preparation workflow guides you through creating all the documents you need to successfully fundraise, from your initial pitch deck to a comprehensive data room for due diligence.

Overview#

Property	Value
Components	4 (Pitch Deck, Data Room, Financials, Executive Summary)
Tier	Free
Typical Duration	2-3 weeks
Best For	Seed and Series A preparation

Outcomes#

A successful materials preparation delivers:

Compelling 12-slide pitch deck
Organized data room with all required documents
Defensible financial model and projections
Concise executive summary for cold outreach
Consistent narrative across all materials

Component 1: Pitch Deck (12 Slides)#

The Core Structure#

Every great pitch deck tells a story with this arc:

PROBLEM → SOLUTION → PROOF → OPPORTUNITY → ASK

Slide-by-Slide Guide#

Slide 1: Title

Company name and logo
One-line description
Your contact info

┌─────────────────────────────────────┐
│           [LOGO]                    │
│                                     │
│   One line that says what you do    │
│                                     │
│   founder@company.com               │
└─────────────────────────────────────┘

Slide 2: Problem

What pain are you solving?
Who experiences this pain?
Why does it matter?

Tip: Make it relatable. Investors should feel the pain.

Slide 3: Solution

What do you do?
How does it solve the problem?
What's the key insight?

Tip: Keep it simple. One core value proposition.

Slide 4: Product Demo

Screenshots or demo video
Show the actual product
Highlight key features

Tip: Real product beats mockups every time.

Slide 5: Traction

Key metrics (MRR, users, growth)
Up and to the right graphs
Social proof (logos, testimonials)

┌─────────────────────────────────────┐
│         TRACTION                    │
│                                     │
│   $85K MRR         150% YoY Growth  │
│   ████████████     ████████████     │
│   ██████           ████████████     │
│   ██               ████████████     │
│                                     │
│   500+ paying customers             │
│   [Logo] [Logo] [Logo] [Logo]       │
└─────────────────────────────────────┘

Slide 6: Business Model

How do you make money?
Pricing tiers
Unit economics (CAC, LTV)

Slide 7: Market Size

TAM, SAM, SOM
Bottom-up analysis
Market growth rate

Slide 8: Competition

Competitive landscape
Your differentiation
Why you'll win

Tip: 2x2 matrix is classic but effective.

Slide 9: Go-to-Market

Customer acquisition strategy
Current channels that work
Planned expansion

Slide 10: Team

Founders with relevant backgrounds
Key hires
Advisors (if notable)

Slide 11: Financials

Revenue projections (3 years)
Key assumptions
Path to profitability

Slide 12: Ask

How much are you raising?
Use of funds
Milestones you'll hit

┌─────────────────────────────────────┐
│         THE ASK                     │
│                                     │
│   Raising $3M Seed                  │
│                                     │
│   Use of funds:                     │
│   ■ 60% Engineering                 │
│   ■ 25% Sales & Marketing           │
│   ■ 15% Operations                  │
│                                     │
│   Milestones:                       │
│   • $500K ARR in 12 months          │
│   • 10 enterprise customers         │
│   • Series A ready                  │
└─────────────────────────────────────┘

Pitch Deck Checklist#

12 slides or fewer
Consistent design and fonts
Minimal text (headlines, not paragraphs)
Actual data, not placeholders
Story flows logically
Clear ask at the end
Exported as PDF

Component 2: Data Room#

Data Room Structure#

📁 Data Room
├── 📁 1. Company Overview
│   ├── Pitch Deck.pdf
│   ├── Executive Summary.pdf
│   └── Company One-Pager.pdf
│
├── 📁 2. Product
│   ├── Product Demo Video.mp4
│   ├── Product Roadmap.pdf
│   └── Technical Architecture.pdf
│
├── 📁 3. Financials
│   ├── Financial Model.xlsx
│   ├── Monthly Financials.xlsx
│   ├── Cap Table.xlsx
│   └── Projections Assumptions.pdf
│
├── 📁 4. Metrics & Traction
│   ├── Metrics Dashboard.pdf
│   ├── Cohort Analysis.xlsx
│   └── Customer Case Studies.pdf
│
├── 📁 5. Market Research
│   ├── Market Analysis.pdf
│   ├── Competitive Analysis.pdf
│   └── Customer Interviews Summary.pdf
│
├── 📁 6. Team
│   ├── Founder Bios.pdf
│   ├── Org Chart.pdf
│   └── Key Hire Plan.pdf
│
├── 📁 7. Legal
│   ├── Certificate of Incorporation.pdf
│   ├── Current Cap Table.pdf
│   ├── Previous Term Sheets.pdf
│   ├── Material Contracts.pdf
│   └── IP Documentation.pdf
│
└── 📁 8. References
    └── Customer References.pdf

Data Room Best Practices#

Use a secure platform - DocSend, Notion, or Google Drive with tracking
Track engagement - Know who views what and for how long
Keep it current - Update metrics monthly
Control access - Revoke when conversations end
Organize clearly - Easy navigation saves time

Data Room Checklist#

All documents PDF (except models)
Consistent naming convention
No sensitive data unredacted
Metrics are current
Links work
Tracking enabled

Component 3: Financial Model#

Model Structure#

// Recommended financial model tabs
const financialModelTabs = [
  'Assumptions',      // Key drivers and assumptions
  'Revenue Model',    // How you make money
  'P&L',              // Profit & Loss projection
  'Cash Flow',        // Monthly cash flow
  'Headcount',        // Hiring plan
  'Unit Economics',   // CAC, LTV, payback
  'Cap Table',        // Current and post-money
];

Key Metrics to Model#

Revenue Drivers:

New customer acquisition
Expansion revenue
Churn rate
ARPU/ARPC

Cost Drivers:

Headcount by department
CAC (marketing + sales)
Infrastructure costs
G&A expenses

3-Year Projection Template#

Metric	Year 1	Year 2	Year 3
ARR	$500K	$2M	$8M
Customers	100	350	1,000
ARPU	$5,000	$5,714	$8,000
Gross Margin	70%	75%	80%
Net Burn	$1.5M	$2M	$1M
Team Size	10	25	50

Unit Economics Template#

UNIT ECONOMICS ANALYSIS

Customer Acquisition Cost (CAC)
├── Marketing Spend:        $50,000/mo
├── Sales Salaries:         $30,000/mo
├── Tools & Software:       $5,000/mo
├── Total Monthly:          $85,000/mo
├── New Customers/Month:    17
└── CAC:                    $5,000

Lifetime Value (LTV)
├── ARPU:                   $500/mo
├── Gross Margin:           75%
├── Monthly Contribution:   $375/mo
├── Average Lifetime:       24 months
└── LTV:                    $9,000

Ratios
├── LTV:CAC Ratio:          1.8x (target: 3x+)
├── CAC Payback:            13.3 months (target: <12)
└── Gross Margin:           75% (target: >70%)

Financial Model Checklist#

Assumptions clearly documented
Monthly granularity for Year 1
Quarterly for Years 2-3
Headcount plan detailed
Scenario analysis included
Model is auditable (no hardcoded values)

Component 4: Executive Summary#

# [Company Name]

**[One-sentence description]**

## The Problem
[2-3 sentences on the pain point]

## Our Solution
[2-3 sentences on what you do]

## Traction
- [Metric 1]: [Value]
- [Metric 2]: [Value]
- [Metric 3]: [Value]

## Market Opportunity
[TAM/SAM in one sentence]

## Business Model
[How you make money in one sentence]

## Team
[Founder names and one-line backgrounds]

## The Ask
Raising $[X] to [achieve Y]

---
Contact: [Email] | [Website]

Forwardable Email Template#

Subject: [Company Name] - [One-line description]

Hi [Name],

I'm [Your name], founder of [Company]. We're [one-line description].

**The opportunity:** [Problem you're solving]

**Our traction:** [2-3 impressive metrics]

**Why now:** [Market timing or insight]

We're raising a $[X] [Stage] to [key milestone].

I'd love to share more. Would you have 20 minutes this week?

Best,
[Name]

P.S. [Optional: mutual connection, recent press, etc.]

Recommended Agents#

Phase	Agent	Purpose
Deck Design	ui-ux-expert	Visual design and layout
Copy	copywriting-expert	Clear, compelling messaging
Financials	financial-expert	Model building and validation
Strategy	strategy-expert	Narrative and positioning

Timeline#

Week 1:
├── Day 1-2: Draft pitch deck narrative
├── Day 3-4: Build financial model
└── Day 5: Create executive summary

Week 2:
├── Day 1-2: Design and polish deck
├── Day 3-4: Organize data room
└── Day 5: Review with advisors

Week 3:
├── Day 1-2: Incorporate feedback
├── Day 3: Final polish
└── Day 4-5: Begin outreach

Deliverables#

Deliverable	Description
Pitch deck	12-slide PDF, designed
Data room	Organized folder structure
Financial model	Excel/Sheets with projections
Executive summary	One-pager PDF
Email template	Forwardable intro email

Best Practices#

Tell a story - Logic alone won't convince; emotion + logic will
Show, don't tell - Real data beats claims
Be consistent - Same numbers across all materials
Keep it simple - Complexity suggests confusion
Get feedback - Test with friendlies before live investors
Practice your pitch - Know your deck cold

Common Pitfalls#

Too many slides - 12 is plenty; 20+ is too many
Walls of text - Slides support your talk; they're not the talk
Vanity metrics - Revenue matters more than downloads
Unrealistic projections - $100M ARR in Year 3 without clear path
Missing the ask - Always be clear about what you want
Outdated data - Stale metrics kill deals

Fundraising Readiness - Are you ready?
Investor Targeting - Find the right investors
Pitching Process - Deliver the pitch
Closing Deals - Negotiate and close