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Walks you through each step of the fundraising process, from planning to closing the deal.
Helps validate if your startup is truly ready to raise funds or needs more groundwork.
Covers all key tasks without overloading you—no long explanations, just what to do.
Prompts you to define your ideal investor, not just raise from whoever shows interest.
Here's what we've included in our startup fundraising checklist:
Enter your contact details and download a free startup fundraising checklist in your chosen format, Google Docs or Word.
Go through all sections to get a clear picture of the full fundraising process—from idea to close.
Validate your business idea and team. Get clear on why you need funding. Follow the checklist to define how much you’ll raise, from whom, and what documents to prepare.
Identify the right investors, research them, organize your CRM, and plan your contact and follow-up strategy.
Follow the rest of the checklist to schedule meetings, handle negotiations, review term sheets, and finish all legal and post-funding steps.
Plan Smarter & Faster with Upmetrics
Yes, it’s 100% free. There’s no paywall or required subscription to access the checklist itself. It’s designed to help early-stage founders get organized and investor-ready, even if they’re just starting out.
Yes. The checklist walks you through what to include in your pitch deck, such as your problem, solution, traction, and financials. It also reminds you to test your pitch, design the final version, and prepare for investor questions.
This checklist is for anyone starting a business and planning to raise money. It’s perfect for early-stage founders who need simple, clear steps to prepare for fundraising. No prior experience needed—just follow the checklist and get organized.
Absolutely. It covers key steps like goal setting, investor outreach, financial prep, and closing, which apply to every stage of fundraising. You’ll just need to update things like your pitch, traction data, and target investor list each time.
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