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Fundraising Guide

Series A Readiness Checklist

What You Need Before You Start Raising

Series A is a different beast than seed. VCs expect metrics, not just vision. Here's what you need to have locked down before you start the process.

1

Metrics That Matter

✓ $1M+ ARR (or clear path to it)
✓ 100%+ Net Revenue Retention
✓ 3:1 or better LTV:CAC ratio
✓ Clear evidence of product-market fit
✓ 2x+ YoY growth rate
✓ Reasonable burn rate and 12+ months runway
2

Financial Infrastructure

✓ GAAP-compliant financial statements
✓ Clean books with clear revenue recognition
✓ Monthly close within 15 days
✓ Board-ready financial package
✓ Accurate ARR/MRR tracking
✓ Cohort analysis capabilities
3

Due Diligence Prep

✓ Cap table fully documented and clean
✓ All contracts organized and accessible
✓ IP ownership clearly documented
✓ Employment agreements in place
✓ Corporate structure finalized
✓ Any legal issues resolved
4

Materials to Prepare

✓ Pitch deck (10-15 slides)
✓ Financial model (3-year projection)
✓ KPI dashboard
✓ Customer references ready
✓ Data room organized
✓ Executive summary / teaser
More Resources

Continue Your Fundraising Journey

Due Diligence Survival Guide

What VCs Actually Look For (And How to Ace It)

Building a Fundraise-Ready Financial Model

The Model That Gets You Funded

Investor Reporting Best Practices

How to Keep Your Investors Happy (And Get More Money Later)

Not Ready Yet? We Can Get You There.

Our Series A readiness program takes 60-90 days. We'll get your metrics, financials, and data room investor-ready.

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