Startup Series A Funding Checklist
Carefully consider the specific requirements outlined in each item, and use them as a guide to present a thorough and compelling case for your Series A funding round. Check each item accordingly as you go through the process.
Financial Documentation
Complete financial statements for the last three fiscal years.
Prepare detailed revenue projections for the next three years.
Provide a breakdown of operating expenses and key assumptions.
Ensure financials align with the overall business strategy.
Include any relevant financial ratios and metrics.
Market Analysis and Traction
Present a comprehensive market analysis, including size and trends.
Showcase customer traction and acquisition metrics.
Highlight key partnerships and collaborations.
Provide testimonials or case studies from early customers.
Clearly articulate the unique value proposition in the market.
Team and Talent
Outline the expertise and background of the founding team.
Highlight key hires and their contributions to the startup.
Showcase the scalability of your team structure.
Provide a plan for talent acquisition and retention.
Demonstrate a commitment to diversity and inclusion.
Product Development and Roadmap
Outline the current state of your product or service.
Present the product development roadmap for the next 12-24 months.
Showcase any proprietary technology or intellectual property.
Detail any regulatory compliance achieved or in progress.
Provide a clear timeline for upcoming product releases.
Legal and Compliance
Ensure all corporate and legal documents are up to date.
Confirm compliance with industry regulations and standards.
Address any outstanding legal issues or disputes.
Provide documentation for intellectual property protection.
Detail any pending or potential legal risks and mitigation plans.
Templates
Checklist
Templates
