Phase 1
Foundation Fixes is the work between Investor Visible and ready to send. This phase bridges My Vault and the Raise Plan. It makes sure the deck will not create preventable objections before outreach scales.
Sample Raise Plan
A sample Raise Plan, week three of an 8-week raise.
Four phases. Foundation Fixes complete. Evidence Layer in progress. Diligence Readiness queued. Time estimates per task. Coach can propose updates when the founder logs new outcomes or blockers.
Sample Raise Plan
Example: seed-stage HR-tech founder, week 3 of an 8-week raise plan. Anonymized.
Your Raise Plan
Path to business-ready (78).
Starting from Investor Visible. Updated as you and the Coach work.
See how Coach memory works →Phase 2 · Current
Target 82 · 2/4 done · ~2 wk
Evidence Layer
Turn weak proof into investor-readable material before outreach scales. Customer voice, benchmarks, comparables, and claims that need verification move here.
Done
Pull customer proof into the traction story
2-4h · done day 3
Done
Add named comparables and benchmark sources
3-5h · done day 7
In progress
Verify the strongest outcome claim
3-5h · ~7d
Not started
Convert proof into investor-facing appendix notes
2-3h · ~3d
Phase 1 · Complete
Hit 78 · 3/3 done · 9 days
Foundation Fixes
Cleared the deal-breaker, fixed the stage read, and strengthened the two weakest lenses. Investor Visible unlocked day 9.
✓ Slide 6 traction sourced
✓ Re-run as Seed
✓ Defensibility +18
Phase 3 · Upcoming
Target 85 · 0/3 done · ~3 wk
Diligence Readiness
Tighten the operating story before the round opens. Financial model, team story, data-room basics, and likely diligence objections get organized here.
Draft data-room checklist~45 min
Write likely diligence objection responses~2-3 hours
Review financial model assumptions~2-4 hours
About this sample
Anonymized example based on the live Raise Plan surface. The founder is a seed-stage HR-tech founder, mid-raise. Phase names, task structure, and time estimates reflect how the product is intended to organize the work.
This is what week three looks like for a founder who has already cleared the first deck blockers and is preparing outreach.
Why fundraising needs a plan, not a checklist
Most founders have a checklist somewhere. Talk to investors. Send the deck. Follow up. Close the round. It works for the first two weeks. Then a partner asks for the data room and there is not one. An associate goes silent and there is no follow-up rule.
A plan is what survives the first surprise. The Raise Plan is built in phases, with tasks, time estimates, status, and order. When you record what changed, Coach can propose a plan adjustment.
The four phases, in order
Phase 2
Evidence Layer turns weak proof into investor-readable material. Customer voice, benchmarks, comparables, and claims that need verification move here.
Phase 3
Diligence Readiness prepares the operating story. Financial model, team story, data-room basics, and likely diligence objections get organized before outreach scales.
Phase 4
Outreach Prep turns readiness into motion. Target list, warm-intro map, email templates, meeting prep, and follow-up rules become the first operating rhythm.
What adapts actually means
A logged pass with a specific reason can trigger a proposed plan adjustment.
A blocked item can move back into focus until the constraint is resolved.
A completed item can advance the current phase without rebuilding the plan manually.
A founder message can give Coach enough context to suggest what should change next.
The plan is not a static doc. It is a live operating page.
Why the time estimates matter
Every task has a time estimate. Some are 20 minutes. Some are 4 hours. Some are 2 to 4 hours. Founders mid-raise are time-starved, so estimates let you match the work to the calendar you actually have.
The estimates are calibrated for founders doing the work, not for an operator who already knows the playbook.
What the Raise Plan won't do
It will not replace your judgment. The plan recommends tasks. You decide what to do.
It will not pretend the deck is ready when it is not. The plan works best after the core deck blockers are cleared.
It will not run outreach for you. The plan tells you who to contact, when, and with what message. It does not send the email.
My Vault →
Where Investor Visible status lives before the Raise Plan starts.
Action Plan →
The deck-side companion. It clears blockers before outreach scales.
PitchVault Coach →
The connective tissue that adapts the Raise Plan when founder context changes.
Investor Packet →
The destination for finished materials as the plan progresses.
Try It On Your Own Raise
Build your plan, get the cadence, and run the raise with the Coach watching what changes.