Fundraising Masterclass
Learn to fundraise effectively
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If you want to learn how to fundraise effectively, from the right people at the right time, this is the place for you. By entrepreneurs, for entrepreneurs - this Masterclass is a comprehensive resource to guide you through the process from start to finish.

Meet your instructors

Pascal Koenig
Pascal is a serial entrepreneur who scaled his most recent venture - Ava Women - from inception to 8 digit USD revenue and over the course of his entrepreneurial career, he's raised several multi-million dollar rounds. You can also book Pascal as a coach via the Swisspreneur Coaching Program.
Sophie Lamparter
As founder and partner at Dartlabs, Sophie is a Silicon Valley VC with Swiss roots. She and her team focus on finding the best European technology startups and turning them into global players. Get to know Sophie in Episode #231 of the Swisspreneur Show.

Overview

Explore the phases and resources to help you run an effective fundraising process.
Phase 1
Be investable
Make sure your company is in good shape before starting to fundraise. In this phase you will prepare for the things that investors care for most: Team, product, market and traction. Depending on where you stand, this phase can be skipped – or take several months.
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Phase 2
Define the size of the round
Somewhat paradoxically you don’t start with the question: “How much money do I need over the coming 24 months?”, but rather “How much money does my current valuation allow me to raise?” We will support you to get this right. This process can be done within 1 week.
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Phase 3
Use of proceeds
Once you know how much you want to raise, you need to work out a solid plan. You want to triple the valuation of your company over the coming 24 months. Setting up this plan takes 1-3 weeks.
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Phase 4
Test the waters and iterate
Now is the time to present your plan to a few external investors and existing shareholders. You need radically open and direct feedback, and should iterate until you are confident that the financing round will close. This phase takes 2-4 weeks.
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Phase 5
Prepare all needed documents
Interested investors will need various insights until they take a final decision. In this phase you elaborate everything needed to execute at speed when you go out. This phase takes 1-2 weeks.
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Phase 6
Fundraising psychology and long list creation
Many founders are not able to close the round quickly because they don’t talk to enough investors. In this phase we will discuss fundraising psychology, and create a great long list. This will take 1 week.
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Phase 7
Get intros, schedule calls and excite investors
In this phase you will schedule 50+ investor calls, and go into a due diligence process with 20+ of them. Your objective is to get to phase 8 asap. This typically takes 4-8 weeks.
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Phase 8
Get term sheet, create FOMO
The power balance shifts from investors over to you once you receive first signed term sheets. This is the best part: Create FOMO and choose the best investors. This phase takes 1-4 weeks.
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Phase 9
Negotiate, close and celebrate
This phase requires a solid data room, a good lawyer and some time-consuming negotiations. But thanks to high investor interest you are well positioned to have the money on your account within 4-6 weeks. Celebrate!
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Phase 10
Set your company up for future success
Most inexperienced founders make severe management mistakes after funding rounds. We will discuss these. And we will make sure that potentially needed further financing will be easy.
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Investor databases

Global
Crunchbase - This may be the most helpful database for finding startup investors. The free version enables you to search for relevant startups in your space and geography and check what investors they have.
TechCrunch - They provide an openly accessible long list of the most active VCs. It can be sorted by vertical, round type and location.
Pitchbook - This database contains more than 300,000 investors, from business angels to private equity firms. It is possible to do a free trial. Or get access via advisors or (existing) investors.
CB Insights - Another key provider of investor data. Check whether you can get access via a free trial, via advisors or via (existing) investors.
VC Guide - This website provides founder reviews of VCs. Good resource to prepare for a VC call and for investor due diligence.
US focused
NVCA - The National VC Association provides a free member list. Many of the most renowned US VCs are included.
ACA - This is the Angel Capital Association of the US. It provides a free directory of hundreds of US-based angel organizations.
UK focused
SeedLegals - This page provides a good overview of the most active investors in the UK.

Fundraising templates

Investor long list (template) - This free downloadable spreadsheet can be used as a basis to build your own investor long list.
Term sheet (template) - This free downloadable file is a great basis to build your own term sheet and get commitments from investors.
Consult your lawyer before using these templates
NDA (template) -  Here is a short non disclosure agreement that will be helpful for the due diligence process with investors.
Consult your lawyer before using these templates

Further reading

Phase 6 provides a hands-on guideline how to work out a great long list of potential investors for your startup.