Fundraising round memo templates

A fundraising round memo is a written summary a startup sends investors when it raises money. It explains the business, the traction, the terms of the round and how the money will be used.

Include a short company summary, the problem and the product, traction and key metrics, the market and competition, round size, terms and use of funds, and the team and next milestones. Open with the amount you are raising and what it lets you achieve, so investors know the ask before the detail.

It is a short written document that gives investors the facts they need to judge a round. It is often sent before or after a pitch meeting.

Aim for two to six pages. Investors read many of these, so lead with the numbers and keep the story tight.

A deck supports a live presentation with short slides. A memo is read on its own, so it explains the reasoning in full sentences and with more detail.

Split the round into a few categories, such as hiring, product and marketing, with an amount or percentage for each. Tie them to milestones you expect to reach.

Start with Board Fundraising Approval Deck: Helps founders ask a board to approve a round, showing each term with a worked example and a clear close date. If that is not the right fit, compare it with Term Sheet Summary.

Yes. These fundraising round memo templates work in Google Slides, Microsoft PowerPoint, Google Docs, and Microsoft Word. All 3 templates are free, with no account or email needed.

Mostly startups and founders. The sample text in each one is written for a specific situation, so replace it with your own details.