Fundraising templates

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

Outreach templates

A short, high signal intro that gets replies. Tells your story, your traction, and your ask in a few lines.

A monthly update that keeps investors warm: metrics, wins, asks, and what is next, in a format they can skim.

A pipeline view to track every investor, their stage, fit, and your next step, so nothing slips through.

The raise

The slides investors expect, in the order they expect them, with prompts for what belongs on each one.

Everything a diligence ready data room needs, organised by stage so you know what to add and when.

A plain language breakdown of the key terms, so you can compare offers and know what you are signing.

The numbers

A clean cap table to track ownership, options, and dilution across rounds, ready to share with investors.

A simple model for revenue, burn, and runway, so you can answer the questions investors will ask.

A one page breakdown of how the round gets deployed and the milestones it buys you.

Why templates

The hard part of fundraising is not formatting documents. Let the templates handle the structure so you can focus on the story.

Skip the blank page. Each template is structured around what investors actually look for, so you can fill it in and go.

Each one follows how founders and funds actually run and close their rounds.

Use any template inside Capitaly and your AI Head of Fundraising works from it across your CRM, pipeline, and data room.