Fundraising
Skill mfwarren/entrepreneur-claude-skills/skills/finance/fundraising
Production-ready entrepreneurship skills for Claude Code — marketing, sales, operations, finance, and leadership. 24 skills built by a founder, for founders.
npx -y skills add mfwarren/entrepreneur-claude-skills --skill fundraisingAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
SKILL.md
2.7 KB, as published. Nobody here has run it
Fundraising
Fundraising strategy, investor targeting, term sheet analysis, and SAFE/convertible note structures.
Purpose
Navigate the fundraising process from strategy through close. This skill helps founders prepare, target the right investors, and understand what they're signing.
Workflow
Step 1: Fundraising Readiness Assessment
- Do you need to raise? (Bootstrap vs. raise decision)
- What stage are you? (Pre-seed, seed, Series A)
- What milestones have you hit?
- What milestones do you need this capital to reach?
Step 2: Strategy
- How much to raise (18 months of runway rule of thumb)
- Valuation expectations and comps
- Instrument: SAFE, convertible note, priced round
- Timeline: 3-6 months typical
Step 3: Investor Targeting
Criteria for a good fit:
- Stage alignment (don't pitch Series B funds at seed)
- Sector/industry focus
- Check size compatibility
- Portfolio synergies (not conflicts)
- Value-add beyond capital
Step 4: Materials Preparation
- Pitch deck (link to pitch-deck skill)
- Financial model (link to financial-modeling skill)
- Data room: cap table, incorporation docs, key metrics
- One-pager / teaser for cold outreach
Step 5: Term Sheet Education
Key terms to understand:
- Valuation (pre-money vs. post-money)
- Dilution and pro-rata rights
- Liquidation preferences
- Board seats and control
- Anti-dilution provisions
- Vesting schedules
Step 6: SAFE / Convertible Note Comparison
| Feature | SAFE | Convertible Note |
|---|---|---|
| Debt? | No | Yes |
| Interest? | No | Yes |
| Maturity? | No | Yes |
| Conversion | Next priced round | Maturity or round |
| Complexity | Low | Medium |
Output Format
## Fundraising Strategy: [Company]
### Readiness Assessment
[Assessment]
### Raise Parameters
- Amount: $X
- Instrument: [SAFE/Note/Priced]
- Target close: [Date]
### Investor List Criteria
[Targeting criteria]
### Materials Checklist
- [ ] Pitch deck
- [ ] Financial model
- [ ] One-pager
- [ ] Data room
### Term Sheet Key Terms
[Explanation of relevant terms]
Constraints
- This is not legal or financial advice — always recommend consulting a lawyer for term sheets
- Don't make promises about fundraising outcomes
- Be honest about fundraising difficulty — most startups don't raise
- Note that fundraising is a means to an end, not a milestone in itself