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fundraising

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English
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Translation

Chinese

Fundraising

融资

Scope

服务范围

Covers
  • Deciding whether to raise venture funding (vs bootstrapping / delaying / alternatives) and articulating the trade-offs
  • Designing a round (amount, timeline, milestone, target investor profile) without pretending to give legal/tax advice
  • Building an investor-ready narrative and a pitch deck outline optimized for first impressions
  • Running the fundraising process as a pipeline (target list, outreach, follow-ups, rejection handling, momentum)
  • Preparing for diligence (data-room checklist + FAQs/objections) and reducing “unknown unknowns”
When to use
  • “Should I raise venture capital or bootstrap?”
  • “Help me build a pitch deck narrative and a strong first slide.”
  • “I need an investor outreach plan and a pipeline tracker.”
  • “I’m starting a pre-seed/seed raise; help me run the process end-to-end.”
When NOT to use
  • You need legal, tax, or securities advice (term sheets, SAFE/notes, incorporation, compliance) — involve qualified professionals.
  • You’re raising grants/donations or structured debt (use a fundraising/grants/debt-specific workflow instead).
  • You only want visual slide design polish with no strategy/process work.
  • You’re in an immediate liquidity crisis where the only viable path is emergency financing within days (this skill can help structure messaging, but you should prioritize urgent financial triage with experts).
涵盖内容
  • 判断是否进行风险投资（vs bootstrapping / 延迟融资 / 其他选项），并阐明其中的利弊
  • 设计融资轮次（金额、时间线、里程碑、目标投资者画像），不提供法律/税务建议
  • 打造适合第一印象的、面向投资者的融资叙事和演示大纲
  • 将融资流程作为渠道管理（目标列表、开发、跟进、拒绝处理、节奏把控）
  • 为尽职调查做准备（数据室清单+常见问题/异议解答），减少“未知的未知”
适用场景
  • “我应该选择风险投资还是自筹资金？”
  • “帮我打造融资叙事和有吸引力的首屏内容。”
  • “我需要一份投资者开发计划和渠道跟踪表。”
  • “我即将启动种子前/种子轮融资；帮我从头到尾规划流程。”
不适用场景
  • 需要法律、税务或证券建议（条款清单、SAFE/票据、注册、合规）——请咨询专业人士。
  • 正在筹集拨款/捐赠或结构化债务（请使用针对拨款/债务的专属融资流程）。
  • 仅需优化演示文稿的视觉设计，不需要策略/流程层面的支持。
  • 处于紧急流动性危机，唯一可行路径是数日内获得紧急融资（本方法可帮助优化沟通话术，但你应优先寻求专家进行紧急财务分流）。

Inputs

输入要求

Minimum required
  • Company snapshot: what you build, who it’s for, and why now
  • Stage + traction (or pre-traction proof), plus 1–3 key metrics (even proxies)
  • Team snapshot (founders, key strengths, gaps you’re hiring for)
  • Runway + constraints (cash, time, geography, intro network, fundraising window)
  • Fundraising intent: why raise, target amount (or range), and what milestone it buys
Missing-info strategy
  • Ask 3–5 questions at a time from references/INTAKE.md.
  • If specifics are missing, proceed with labeled assumptions and ranges (never invent exact numbers).
  • Do not request sensitive credentials or confidential customer/employee data; use anonymized examples.
最低必填信息
  • 公司概况：业务内容、目标用户、市场时机
  • 阶段+ traction（或预traction证明），以及1-3个关键指标（即使是代理指标）
  • 团队概况（创始人、核心优势、待填补的缺口）
  • 现金流 runway+约束条件（现金、时间、地域、人脉、融资窗口期）
  • 融资意图：融资原因、目标金额（或范围）、以及该资金将达成的里程碑
缺失信息处理策略
  • 从[references/INTAKE.md]中每次提出3-5个问题。
  • 如果缺少具体信息，基于标注的假设和范围推进工作（绝不编造精确数字）。
  • 不要求提供敏感凭证或机密客户/员工数据；使用匿名示例。

Outputs (deliverables)

输出成果（交付物）

Produce a Fundraising Pack (Markdown in chat; or as files if requested) in this order:
  1. Raise Decision Memo (VC vs bootstrap/delay; trade-offs; “if we raise” vs “if we don’t” plan)
  2. Round Design Brief (amount, timing, milestone, use of funds, target investor profile)
  3. Pitch Narrative + Deck Outline (including a high-signal first slide + talk track)
  4. Investor ICP + Target List + Pipeline Tracker (with weekly activity targets)
  5. Outreach + Follow-up Scripts (warm intro ask, cold email, post-meeting follow-up)
  6. Diligence Prep (data-room checklist + FAQ/objection responses)
  7. Operating Cadence (weekly dashboard, “100 no’s” resilience plan, next-14-days action plan)
  8. Risks / Open questions / Next steps (always)
Templates: references/TEMPLATES.md
Expanded guidance: references/WORKFLOW.md
按以下顺序生成融资包（聊天中以Markdown格式呈现；或按需生成文件）：
  1. 融资决策备忘录（风险投资vs自筹/延迟；利弊分析；“融资”vs“不融资”方案）
  2. 轮次设计简报（金额、时间、里程碑、资金用途、目标投资者画像）
  3. 融资叙事+演示大纲（包括高信息量首屏+演讲脚本）
  4. 投资者理想客户画像（ICP）+目标列表+渠道跟踪表（含每周活动目标）
  5. 开发+跟进脚本（暖场引荐请求、开发信、会后跟进）
  6. 尽职调查准备材料（数据室清单+常见问题/异议解答）
  7. 执行节奏（每周仪表盘、“100次拒绝”韧性计划、未来14天行动计划）
  8. 风险/待解决问题/下一步行动（必备内容）
模板：[references/TEMPLATES.md]
扩展指南：[references/WORKFLOW.md]

Workflow (8 steps)

工作流程（8步）

1) Intake + constraints snapshot

1) 信息收集+约束条件快照

  • Inputs: user context; references/INTAKE.md.
  • Actions: Capture stage, runway, constraints, timing, and goal. Separate “must be true” vs “nice to have”. Identify what would make fundraising a mistake.
  • Outputs: Context snapshot + assumptions/unknowns list.
  • Checks: Timeline has dates; runway is stated (or explicitly unknown); constraints are explicit.
  • 输入：用户背景信息；[references/INTAKE.md]。
  • 行动：记录阶段、现金流 runway、约束条件、时间节点和目标。区分“必须满足”vs“锦上添花”的需求。识别可能导致融资失败的因素。
  • 输出：背景信息快照+假设/未知事项列表。
  • 检查项：时间线包含具体日期；现金流runway已明确（或标注为未知）；约束条件清晰明确。

2) Decide whether to raise (and why)

2) 决定是否融资（及原因）

  • Inputs: goals, constraints, risk tolerance, business model.
  • Actions: Write a Raise Decision Memo: why raise, why not, and the “venture treadmill” trade-off (growth expectations, dilution, speed). Propose alternatives (delay, revenue-first, angels, strategic, debt) where appropriate.
  • Outputs: Raise Decision Memo with a clear recommendation + decision criteria.
  • Checks: Recommendation is falsifiable (“we raise if X by date Y”); non-VC path is not hand-waved.
  • 输入：目标、约束条件、风险承受能力、商业模式。
  • 行动：撰写融资决策备忘录：融资的理由、不融资的理由，以及“风险投资 treadmill”的利弊（增长预期、股权稀释、速度）。酌情提出替代方案（延迟融资、先做营收、天使投资、战略投资、债务融资）。
  • 输出：融资决策备忘录，包含明确建议+决策标准。
  • 检查项：建议可证伪（“若在日期Y前达成X，则进行融资”）；非风险投资路径未被轻描淡写。

3) Design the round (make the plan fundable)

3) 设计融资轮次（让方案具备可融资性）

  • Inputs: runway, burn (or plan), milestone, hiring needs, market timing.
  • Actions: Define raise amount range, timing, and the milestone it buys. Specify investor profile (stage, check size, thesis, geography) and a simple “use of funds” narrative.
  • Outputs: Round Design Brief.
  • Checks: Amount ↔ milestone is coherent; plan fits constraints; assumptions are explicit.
  • 输入：现金流runway、烧钱率（或计划）、里程碑、招聘需求、市场时机。
  • 行动：定义融资金额范围、时间节点，以及该资金将达成的里程碑。明确投资者画像（阶段、投资规模、投资主题、地域），并梳理简洁的“资金用途”叙事。
  • 输出：轮次设计简报。
  • 检查项：金额与里程碑匹配；方案符合约束条件；假设明确标注。

4) Build the pitch narrative + first impression assets

4) 打造融资叙事+第一印象资产

  • Inputs: product, ICP, wedge, traction/proof, insights from Steps 1–3.
  • Actions: Draft a crisp one-liner, the “strongest point” for slide 1, and a deck outline that answers: problem, solution, why now, why you, why win, why invest.
  • Outputs: Pitch Narrative + Deck Outline (+ talk track).
  • Checks: First slide passes the 10-second test (what it is, for whom, why it matters); narrative has evidence, not vibes.
  • 输入：产品、理想客户画像（ICP）、切入点、traction/证明、步骤1-3的洞察。
  • 行动：撰写简洁的一句话定位、首屏的“核心亮点”，以及涵盖以下内容的演示大纲：问题、解决方案、市场时机、团队优势、竞争优势、投资理由。
  • 输出：融资叙事+演示大纲（+演讲脚本）。
  • 检查项：首屏通过10秒测试（清晰说明业务内容、目标用户、核心价值）；叙事有证据支撑，而非主观感受。

5) Build the investor pipeline (target list + math)

5) 搭建投资者渠道（目标列表+量化规划）

  • Inputs: target investor profile; network; constraints.
  • Actions: Create an ICP and a prioritized target list. Set pipeline math (how many intros/meetings/week) and define a tracking table.
  • Outputs: Investor ICP + Target List + Pipeline Tracker.
  • Checks: Targets match round design; outreach plan is schedulable; next 7 days have concrete outreach tasks.
  • 输入：目标投资者画像；人脉；约束条件。
  • 行动：创建理想客户画像（ICP）和优先级目标列表。设定渠道量化指标（每周需获得的引荐/会议数量），并定义跟踪表格。
  • 输出：投资者理想客户画像（ICP）+目标列表+渠道跟踪表。
  • 检查项：目标与轮次设计匹配；开发计划可落地执行；未来7天有具体的开发任务。

6) Execute outreach + meetings (run the “100 no’s” process)

6) 执行开发+会议（推进“100次拒绝”流程）

  • Inputs: scripts; target list; calendar.
  • Actions: Draft outreach messages, run outreach cadence, and standardize meeting flow + follow-ups. Track “nos” as data (rejection reasons) and iterate the pitch.
  • Outputs: Outreach + Follow-up Scripts + meeting agenda + iteration log.
  • Checks: Every meeting has a next step; follow-ups go out within 24 hours; learnings are captured weekly.
  • 输入：脚本；目标列表；日程。
  • 行动：撰写开发消息、执行开发节奏、标准化会议流程+跟进。将“拒绝”作为数据记录（拒绝原因），并迭代融资叙事。
  • 输出：开发+跟进脚本+会议议程+迭代日志。
  • 检查项：每次会议都有下一步行动；跟进消息在24小时内发出；每周记录学习心得。

7) Prep diligence (reduce friction)

7) 准备尽职调查（减少摩擦）

  • Inputs: likely diligence asks; current docs.
  • Actions: Create a lightweight data-room checklist and an FAQ/objection response sheet. Identify the 3–5 biggest diligence gaps and a plan to close them.
  • Outputs: Diligence Prep checklist + FAQ.
  • Checks: No claims without supporting artifacts; sensitive info is handled carefully.
  • 输入：可能的尽职调查问题；现有文档。
  • 行动：创建轻量化数据室清单和常见问题/异议解答表。识别3-5个最大的尽职调查缺口，并制定填补计划。
  • 输出：尽职调查准备材料清单+常见问题解答。
  • 检查项：所有主张都有支撑材料；敏感信息处理谨慎。

8) Quality gate + finalize the pack

8) 质量审核+最终确定融资包

  • Inputs: full draft pack.
  • Actions: Run references/CHECKLISTS.md and score with references/RUBRIC.md. Tighten weak sections. Add Risks / Open questions / Next steps and a next-14-days action plan.
  • Outputs: Final Fundraising Pack.
  • Checks: Pack is decision-ready, narrative-coherent, and process-executable.
  • 输入：完整的融资包草稿。
  • 行动：使用[references/CHECKLISTS.md]和[references/RUBRIC.md]进行审核和评分。优化薄弱环节。添加风险/待解决问题/下一步行动和未来14天行动计划。
  • 输出：最终版融资包。
  • 检查项：融资包可用于决策、叙事连贯、流程可执行。

Quality gate (required)

质量审核（必备步骤）

  • Use references/CHECKLISTS.md and references/RUBRIC.md.
  • Always include: Risks, Open questions, Next steps.
  • 使用[references/CHECKLISTS.md]和[references/RUBRIC.md]。
  • 必须包含：风险、待解决问题、下一步行动。

Examples

示例

Example 1 (pre-seed): “We’re 2 founders building a B2B workflow tool. We have 5 design partners and 2 pilots. We have 6 months runway and want to raise $1.5–2.0M. Use 
fundraising
to produce the full Fundraising Pack including a deck outline and investor pipeline tracker.”
Expected: decision memo + round design + deck outline (strong first slide) + target list + outreach scripts.
Example 2 (seed with traction): “We’re at $60k MRR and growing 10% MoM. We’re debating whether to raise now or wait 6 months. Use 
fundraising
to help us decide and create an outreach plan if we choose to raise.”
Expected: raise-vs-wait decision memo with criteria + round design options + pipeline plan.
Boundary example: “Draft a SAFE agreement and tell me what valuation I should take.”
Response: out of scope for legal/pricing advice; offer to produce the negotiation inputs (round design assumptions, comps proxy approach, questions for counsel) and a fundraising process plan.
示例1（种子前轮）： “我们是两位创始人，正在打造一款B2B工作流工具。我们有5个设计合作伙伴和2个试点客户。我们有6个月的现金流runway，计划筹集150-200万美元。使用
fundraising
制作完整的融资包，包括演示大纲和投资者渠道跟踪表。”
预期输出：决策备忘录+轮次设计+演示大纲（优质首屏）+目标列表+开发脚本。
示例2（有traction的种子轮）： “我们的月度经常性收入（MRR）为6万美元，月增长率10%。我们在考虑现在融资还是再等6个月。使用
fundraising
帮我们做决策，如果选择融资则制定开发计划。”
预期输出：融资vs等待的决策备忘录（含决策标准）+轮次设计选项+渠道计划。
边界示例： “起草一份SAFE协议，并告诉我应该接受什么估值。”
回应：法律/定价咨询超出服务范围；可提供谈判输入（轮次设计假设、可比公司代理方法、咨询律师的问题）和融资流程规划。