Is the startup fundraising checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for founders

Startup fundraising checklist with every task dated from the day you start

Twelve weeks: the deck, the list, the outreach, the meetings, the term sheet, the close.

4 sections
18 tasks
Opens as a list
Dated from day 1

Fundraising round

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Weeks 1 and 2: prepare

The number: how much, for what, for how longDay 1Urgent
Deck: twelve slidesDay 8High
Financial model and the data roomDay 11
List of forty investors, rankedDay 11High
Warm intro path for eachDay 14

Weeks 3 to 5: outreach

First wave: fifteen intros requestedDay 16High
Second waveDay 23
Third waveDay 30
Update the trackerEvery Friday

Weeks 6 and 7: meetings

First meetings, all inside these two weeksDay 37Urgent
Second meetings and partner meetingsDay 46
Send the follow-up material the same day, every timeEvery workday 18:00

Weeks 8 to 12: close

Term sheets inDay 57Urgent
Choose, negotiate, signDay 64High
DiligenceDay 78
Documents signed, money inDay 85Urgent
Tell everyone who passed, with thanksDay 86
First investor updateDay 116

About this template

A round is a sales process with a deadline you set yourself. This project is twelve weeks of it: materials in the first two, a list of forty investors, outreach in waves, meetings run in a tight window so the term sheets land together, then diligence and the close.

Tips from the template

Run every first meeting inside the same two weeks; competition is the only lever you have.
Track every investor as a card in the CRM or a task here.
Do not stop the outreach when the first term sheet lands.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Fundraising round and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

Templates like this one

See every template

Questions

Run it with the dates filled in.

Book a walkthrough to see the templates in the app.

Book a walkthrough See pricing