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 real Raise Plan, week three of an 8-week raise.
Three phases. Foundation Fixes complete. Outreach Engine in progress. Active Conversations queued. Time estimates per task. Coach updates as outcomes land.
Sample Raise Plan
Example: seed-stage HR-tech founder, week 3 of an 8-week raise. Anonymized.
Your Raise Plan
Path to first commit (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
Outreach Engine
Build the outreach machine before sending. A founder who sends 30 cold emails in week one without a follow-up cadence will have 30 dead threads by week three.
Done
Build the target investor list (32 names, ranked)
2-4h · done day 3
Done
Draft the cold intro email + 2 follow-ups
3-5h · done day 7
In progress
Map warm intros from existing network
3-5h · ~7d
Not started
Send week-one batch (8 warm + 12 cold)
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
Active Conversations
Run the meetings, manage the data room, handle the passes. Adapts based on what investors say.
Investor meeting prep · per meeting~45 min
Pass response · per pass~20 min
Term sheet review (when it lands)~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 something lands, the plan can adapt.
The three phases, in order
Phase 2
Outreach Engine is the build phase before sending. Target list, ranked. Warm intro map, built. Cold and follow-up templates, written. The plan makes outreach a system before it becomes activity.
Phase 3
Active Conversations is everything after the first send. Per-meeting prep, pass response, data-room work, and term sheet review. This phase is shorter on tasks and longer on adaptation.
What adapts actually means
A pass with a specific reason changes the next outreach message.
A partner asking for the data room moves the data-room task from upcoming to today.
A term sheet shifts the plan into negotiation mode and narrows the active investor set.
Three intros landing in week one can pull Active Conversations earlier than expected.
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 as outcomes land.
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.