01
Current focus. The next outreach, proof, or prep task is pulled above the full plan.
Fundraising Workflow
Building the deck is half the raise. Running the raise is the other half.
Raise Plan turns your finished deck into a fundraising calendar, an outreach plan, and a weekly cadence. It adapts as your conversations land.
Sample Raise Plan
Example: a founder preparing the first three weeks of outreach. Company details redacted.
← current focus this week
Week 1: warm intros before cold outreach.
Prioritize 12 warm paths, prepare the traction proof answer, and hold cold outbound until the data-room gap is closed.
12 intros
4 follow-ups
1 proof gap
← the cadence
Outreach calendar
Mon: ask for 5 intros
Wed: send 4 follow-ups
Fri: review pass reasons
Coach noticed
Three seed funds passed on proof quality. Move customer evidence ahead of new outbound.
02
Weekly cadence. Outreach targets, follow-ups, and check-ins live in one fundraising rhythm.
03
Adaptive proposals. When investor outcomes change the plan, Coach suggests the update instead of making you rebuild it.
Why most founders stall after the deck is done
The deck is finally ready, then the calendar is empty. Who goes first, when do you follow up, and what changes after the first pass? Raise Plan turns that blank calendar into a cadence.
Who it's for
Founders whose deck is close enough to share and who need to run the raise without inventing the process every Monday.
If the analysis still shows a deal-breaker, fix that first. The plan works best when the deck will not create preventable objections.
Before Raise Plan: clear the blockers →
Action Plan handles the deck work that should happen before outreach scales.
After Raise Plan: prepare the Packet →
Keep the materials investors ask for close to the outreach workflow.
Next Step
Ready to turn deck readiness into a weekly operating rhythm for the raise?
