Templates for every step of the raise
From the first cold email to the closing cap table. Proven, ready to use templates that help founders run a tighter, faster fundraise.
Outreach templates
Cold investor email
A short, high signal intro that gets replies. Tells your story, your traction, and your ask in a few lines.
Use templateInvestor update
A monthly update that keeps investors warm: metrics, wins, asks, and what is next, in a format they can skim.
Use templateInvestor CRM tracker
A pipeline view to track every investor, their stage, fit, and your next step, so nothing slips through.
Use templateThe raise templates
Pitch deck outline
The slides investors expect, in the order they expect them, with prompts for what belongs on each one.
Use templateData room checklist
Everything a diligence-ready data room needs, organized by stage so you know what to add and when.
Use templateTerm sheet summary
A plain language breakdown of the key terms, so you can compare offers and know what you are signing.
Use templateThe numbers templates
Cap table
A clean cap table to track ownership, options, and dilution across rounds, ready to share with investors.
Use templateFinancial model
A simple model for revenue, burn, and runway, so you can answer the questions investors will ask.
Use templateUse of funds
A one page breakdown of how the round gets deployed and the milestones it buys you.
Use templateRaise faster with a head start
The hard part of fundraising is not formatting documents. Let the templates handle the structure so you can focus on the story.
Start in minutes, not days
Skip the blank page. Each template is structured around what investors actually look for, so you can fill it in and go.
Built on real raises
These come from founders and funds who close rounds, refined across hundreds of fundraises on Capitaly.
Connected to your workspace
Use any template inside Capitaly and it flows into your CRM, pipeline, and data room automatically.
Run your next raise on Capitaly.
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