Fundraising Copilot

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Fundraising Copilot

Use Coda AI to manage your fundraising process!

About this Template

Fundraising Copilot is a template designed to help startup founders fundraise from VCs. Watch the video below to see how to use Fundraising Copilot in action.

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How to use this template

There are 4 core pieces of this template:

Pitch Worksheet⁠

Pitch Writer⁠

Investor CRM⁠

, and

Meeting Notes⁠

. All 4 are interconnected through Coda AI.

Step 1: Fill out the Pitch Worksheet

⁠

Instructions 👇

Go to the

Pitch Worksheet⁠

page and put in everything related to your company. It’s ok if it’s not structured - that’s where Coda AI will help in the subsequent steps!

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Step 2: Watch Coda AI create your pitch!

⁠

Instructions 👇

Go to the

Pitch Writer⁠

page and reload the 3 AI blocks on the page: the email blurb, an elevator pitch, and an outline for a pitch deck based on the content in

Pitch Worksheet⁠

⁠

Step 3: Update the investor CRM

⁠

Instructions 👇

Go to the

Investor CRM⁠

page - this is where you’ll manage your fundraising process. When you add a new investor, watch Coda AI automatically write some draft email copy for you to send - remember to add in the email blurb from

Pitch Writer⁠

⁠

Step 4: Update meeting notes

⁠

Instructions 👇

Go to the

Meeting Notes⁠

page to add in meeting notes as you have meetings with investors from the

Investor CRM⁠

. Coda AI will automatically summarize your meeting notes and parse out next steps for each investor meeting.

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