The Pre-Fundraise Prep, In One Place
This is the free Playbook, the strategy, the readiness scorecard, the diligence checklist, and the 7 prep templates that get you ready to raise. When you're ready to actually send SAFEs, run outreach, or hand investors a polished deck, that's what the RoundDrop Toolkit is for.
Who this is for
First-time founders raising their very first check. You've got an idea (and maybe a prototype) but you've never run a fundraise.
What's inside (free)
A self-assessment, a 12-week workflow, the full diligence checklist synthesized from 5 sources, and 7 prep templates.
What's in the Toolkit ($79)
Counsel-reviewed SAFE + convertible note, 12-slide Figma deck, outreach scripts, term sheet decoder, investor updates.
Should You Raise Now?
Score each of the five pillars from 0 (weak) to 2 (solid). Total is out of 10. The verdict at the bottom tells you what to do with the score.
The 12-Week Timeline
Plan back from when cash needs to land. 8–12 weeks is typical; rushing earlier phases shows up as chaos in later ones.
Build The Round So It Closes
Don't plan around a hero check. Plan a composition that still closes if your lead disappears.
SAFE Math You Can Do In Your Head
The Diligence Master Checklist
8 categories, 50+ questions, synthesized from Gunderson Dettmer, Charles Hudson (Precursor), Carta, Evalyze, and StartUpNV. Check items off as you go, they persist locally.
Your Data Room, Folder By Folder
Mirror this in Google Drive, Notion, or DocSend. Track which investor has access.
Investor Pipeline (And The Math)
To close 10–15 checks you typically need about 120 well-targeted intros at the top of the funnel.
Free Playbook Vs The Toolkit
Both work together. The Playbook gets you ready to raise. The Toolkit gives you the polished artifacts to actually do it.
The Free Playbook
- ✓14-section playbook (PDF + interactive web)
- ✓5-pillar readiness scorecard
- ✓12-week fundraising timeline
- ✓50+ question diligence checklist
- ✓18-month financial model
- ✓Founder bios template
- ✓Customer references + LOI pack
- ✓IP & equity hygiene checklist
- ✓Data room index + tracker
- ✓Investor CRM + pipeline tracker
- -Counsel-reviewed SAFE legal doc
- -Convertible note + SAFE-vs-Note guide
- -12-slide pitch deck (.pptx + Figma)
- -5 investor outreach scripts
- -Term sheet decoder
- -Monthly investor update template
- -Cap table model (Carta-ready)
Download The Free Playbook Templates
Drop your email and we'll send the full PDF + all 7 spreadsheets and docs. The 3 cards with the 🔒 are in the Toolkit.
Ready To Actually Run Your Round?
The free Playbook gets you ready. The Toolkit gets it done, counsel-reviewed SAFE, 12-slide Figma deck, outreach scripts, term-sheet decoder, and investor updates.
Get the Toolkit, $79 →