Fund Raising Plan (Venture OS)

Ten tabs to prepare a raise: runway calculator, raise-or-bootstrap decision, valuation methods, cap table, SAFEs and notes, readiness score, due-diligence data room, timeline, teaser and investor pipeline. No AI; your numbers stay yours. Completing all ten is required for Legal & governance.

What it is

The Fund Raising Plan is your fundraising workbench. It helps you work out how much to raise and whether to raise at all, what you're worth, who will own what afterwards, whether you're ready, and which investors you're talking to. It has 10 tabs and no AI: every number comes from you or from a fixed formula.

Where to open it

Sidebar → Plans → the Fund Raising Plan card. The Roadmap's Fundraising Readiness milestone also links here. Open Fund Raising Plan

Before you start

The plan unlocks with the same Idea Book key fields as the Business Plan: Problem Discovery (Idea Title, Problem Statement, Target Audience, Solution), Market Landscape (Target Market, Current Alternatives, Differentiation), Value Proposition Canvas (Offer Title) and Business Model Canvas (Value Propositions, Revenue Streams, Customer Segments). The locked banner on the page says Complete your Business Plan first, but those Idea Book fields are what actually opens it.

The tabs

| Tab | What you do there | |---|---| | Calculator | Enter burn rate, cash, target raise, pre-money valuation, months to the next milestone and buffer. See current and post-raise runway, post-money, dilution and a suggested raise | | Decision | Answer 8 questions Bootstrap or Raise Capital. After 4 answers you get a verdict: Raise Capital, Mixed or Bootstrap. Compare funding types and add notes | | Valuation | Try Scorecard, Berkus, Risk Factor and Comparables. The Summary averages them and shows UAE / GCC benchmark ranges by stage | | Cap Table | Authorised shares, ESOP pool, new round shares and shareholders. See ownership before and after the round, then Save | | SAFEs & Notes | Add each SAFE or convertible note, run a priced-round scenario, and Apply to Cap Table to see converted holders | | Readiness | Score 8 dimensions from 1 (not ready) to 5 (fully ready): team, product, market, traction, financials, materials, legal, story | | Due Diligence | A 32-item data room checklist in 5 categories. Tick items and Attach from Vault | | Timeline | Start and target close dates, plus milestones from preparation to post-close | | Teaser | A short teaser form. Auto-fill from Idea Book copies matching fields into empty boxes | | Investor Leads | Your investor pipeline: name, firm, type, check size, stage, warm intro, follow-up dates. Move each lead from Identified to Closed or Passed |

How to use it

  • Start with Calculator to see your runway and a suggested raise.
  • Use Decision to check whether raising is the right move now.
  • Fill the remaining tabs. Most save automatically after a second and a half; Cap Table and SAFEs & Notes need Save.
  • Watch the four tracker tiles at the top (Funding Need, Decision, Readiness score, Valuation). Click a tile to jump to its tab.
  • The progress bar counts tabs with saved content, out of 10. Investor Leads counts once you add one lead; SAFEs & Notes once you add one instrument.

How it connects

  • Feeds: Legal & governance, which needs all 10 tabs done (including at least one investor lead and one SAFE or note), and the Roadmap's Fundraising Readiness milestone.
  • Due Diligence attaches documents from your Vault; uploads with a matching category attach themselves.
  • The Cap Table tab is separate from the cap table in the Idea Book's Founding Team, and the Teaser tab is separate from the Investor Teaser plan. Changes in one don't update the other.
  • There is no PDF or share link for this plan.

Tips

  • Raise for the next milestone plus a buffer, not a round number. The Calculator's Suggested Raise does exactly that.
  • The UAE / GCC benchmark ranges in Valuation are a sense check, not a price.
  • Many regional rounds start with SAFEs. Record each one in SAFEs & Notes so you can see the real dilution before a priced round.
  • Mark Warm Introduction Available on leads. In this market a warm introduction usually gets a meeting where a cold email gets no reply.

Getting started

Open Calculator, enter your monthly burn and cash on hand, and read your current runway.

Open Fund Raising Plan