Strategy template
Fundraising round plan template
Plan a funding round from preparation to money in the bank: the story, the investor list, meetings, due diligence and closing.
Free · Editable · Works with Claude and ChatGPT · Also in Planning
How to use the Fundraising round plan template
Start a board from it
Use this template opens a new Freero board with the Fundraising round plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Fundraising round plan”.
Follow the instruction on the board
“Start when you have 12 months of cash left, not 6. Meet investors in a tight window so conversations move together, and keep a data room ready.”
Fill in each part
- Prepare Weeks 1–4
- Build the list Weeks 3–5
- First meetings Weeks 6–9
- Term sheet Weeks 10–12
- Due diligence Weeks 12–15
- Close Week 16
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.
Work on it with an AI agent
Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.
You ask: “Fill in the Fundraising round plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.
Set it up for Claude, ChatGPT or any MCP client.
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Bring your team and your agents to one board
Free to use, open source, and yours to host. No credit card, no seat count.