01
The latest pitch deck comes from your most recent analysis, so the packet points to the real file instead of an outdated attachment.
What's In The Packet
When an investor says send me everything, everything should already exist.
The materials PitchVault can verify today: your latest deck, the score context attached to it, and the Raise Plan that turns readiness into a fundraising workflow.
Sample Investor Packet
Example: seed-stage B2B fintech founder, week 5 of 8. Anonymized.
Investor Packet
Your deck, report context, and raise plan, in one place.
Updates as your latest deck and Raise Plan progress. Use it to decide what is ready before you share materials elsewhere.
Packet progress
2 assets ready
Deck saved
v6
VaultScore 81
Raise Plan
3/7
items complete
The Packet Assets
Ready
Latest pitch deck
v6 · VaultScore 81 · score context attached
In Progress
Raise-ready plan
3 of 7 actions complete · outreach phase in progress
Sharing reminder
The Packet is a founder workspace. Sharing still happens through your report, deck access, and investor visibility settings.
About this sample
Anonymized example based on the Investor Packet structure. The founder is a seed-stage B2B fintech founder, mid-raise. Item progression and status mix show how the Packet behaves as work gets completed.
This is what the Packet can look like mid-raise: the latest deck is ready, score context is attached, and the Raise Plan shows what is still in progress.
Why this exists
The deck gets you the meeting. The Packet is everything else.
After a positive first meeting, an investor with real interest asks for more context fast. The Packet keeps the latest deck, score context, and raise plan together so the founder does not start from scattered links.
The packet, by source
02
The score context sits beside that deck, giving you the report view that explains why this version is or is not ready to share.
03
The Raise Plan shows whether the fundraising workflow is active, what phase it is in, and how much of the plan is complete.
Why readiness states matter
Ready means the asset is available and current enough to review or share.
In progress means the related work exists, but the plan or context still needs completion before it should drive investor follow-up.
Not started means PitchVault does not yet have the deck or raise-plan context needed to make the packet useful.
What the Packet won't do
It will not share itself. The Packet stays private until you choose what to share.
It will not pretend you are done when you are not. In-progress assets stay marked as in progress so the founder can see what is still missing.
It will not replace your judgment on what to share. Some founders send the full packet early. Others share only the deck until a partner is engaged.
How sharing works
The privacy model is deliberate: the Packet helps founders prepare what is ready, while sharing still happens through report links, deck access, and investor visibility settings.
As the Packet evolves, the founder can use it as the place to decide whether the next investor should receive only the latest deck, the report context, or a note that the Raise Plan is still in progress.
Why this matters for the follow-up window
The window between a positive meeting and a follow-up request is short. Momentum is easier to keep than to restart.
The Packet reduces the scramble. The core links are already in one place, the latest deck is clear, and the missing items are visible before the investor asks.
My Vault →
Your status. The Packet shows progress toward Raise Ready.
Action Plan →
Clears the deck blockers before the packet is worth sending.
Raise Plan →
Keeps the active fundraising workflow close to the packet.
PitchVault Coach →
Uses founder-shared context to adapt what comes next.
Build Your Packet
Included with Founder Pro. Builds as you progress through the rest of the product.
