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Startup Fundraising Checklist Template

Stay organized and ready for investors with this free checklist template. It walks you throughkey documents, tasks, and milestones to hit when raising capital.
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What differentiates our startup fundraising checklist?

Step-by-step guidance

Step-by-step guidance

Walks you through each step of the fundraising process, from planning to closing the deal.

Realistic readiness check

Realistic readiness check

Helps validate if your startup is truly ready to raise funds or needs more groundwork.

Time-efficient

Time-efficient

Covers all key tasks without overloading you—no long explanations, just what to do.

Investor targeting

Investor targeting

Prompts you to define your ideal investor, not just raise from whoever shows interest.

Highlights of the startup fundraising checklist

Here's what we've included in our startup fundraising checklist:

  • Startup & team readiness check
  • Fundraising goals and strategy
  • Financial model preparation
  • Pitch deck creation
  • Investor targeting & outreach
  • Negotiation and term sheet
  • Legal steps for the deal closing

Steps to use our startup fundraising checklist template

startup fundraising checklist
  • Download the template

    Enter your contact details and download a free startup fundraising checklist in your chosen format, Google Docs or Word.

  • Review the checklist

    Go through all sections to get a clear picture of the full fundraising process—from idea to close.

  • Set up your fundraising plan

    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.

  • Manage investor outreach

    Identify the right investors, research them, organize your CRM, and plan your contact and follow-up strategy.

  • Run the process and close the deal

    Follow the rest of the checklist to schedule meetings, handle negotiations, review term sheets, and finish all legal and post-funding steps.

Why Upmetrics over a startup fundraising checklist template?

  • Manual tracking & updates
  • Hours of work
  • No collaboration
  • No pitch support
  • No external guidance
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  • Built-in interactive checklist
  • Linked to the entire plan
  • Real-time collaboration
  • AI-guided pitch deck with tips
  • Dedicated customer support

Having a checklist helps, but with Upmetrics, you get structured workflows, AI guidance, and tools built for real fundraising.

Upmetrics is an AI-powered business planning tool to help you build investor-ready business plans in minutes. It guides your fundraising rounds with smart workflows, AI-assisted pitch support, and financial forecasting.
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