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. How to use this template There are 4 core pieces of this template: , , , and . All 4 are interconnected through Coda AI. Step 1 : Fill out the Pitch Worksheet Instructions 👇 Go to the 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! Step 2: Watch Coda AI create your pitch! Instructions 👇 Go to the 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 . Step 3: Update the investor CRM Instructions 👇 Go to the 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 ! Step 4: Update meeting notes Instructions 👇 Go to the page to add in meeting notes as you have meetings with investors from the . Coda AI will automatically summarize your meeting notes and parse out next steps for each investor meeting.
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