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(CC) Fundraising Playbook
Fundraising Playbook
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Fundraising Playbook

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Fundraising Tools

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This section provides an overview of the essential tools and platforms needed for the successful execution of your fundraising efforts and overall governance. These tools span across marketing, finance, HR, and decentralized governance, ensuring both operational efficiency and smooth management of financial and organizational tasks.

Functional Guide

Develop Recurring Funding Models Identify opportunities for implementing recurring revenue streams such as memberships or donor subscriptions. Focus on long-term sustainability by securing consistent support.
Diversify Revenue Streams Avoid over-reliance on one funding source. Use this section to explore and implement diverse income sources such as grants, partnerships, and product sales to ensure financial resilience.
Scale Operations Strategically As your organization grows, use this section to ensure financial resources are allocated efficiently to accommodate increasing staff, infrastructure, and operational needs.
Monitor Financial Performance Regularly track financial metrics and make adjustments as needed to stay on track with long-term goals. Ensure that financial health is consistently reviewed to support scaling and operational sustainability.

Fundraising Tools
Tool Name
Purpose
Category
Tool
Marketing Automation
Automate and manage outreach campaigns
Marketing
CRM (Customer Relationship Management)
Track and manage interactions with stakeholders
Marketing/Sales
Budget Management Application
Track, manage, and allocate project expenses and resources
Finance
Accounting Software
Manage accounts, invoices, and financial records
Finance
Payment Processing Platform
Handle payments and transactions
Finance
HR Management Platform
Manage team recruitment, onboarding, and HR operations
HR/Operations
Internal Communication Platform
Facilitate team communication and collaboration
Team Management
DAO Management Tool
Manage decentralized governance and voting processes
Web3/Governance
Web3 Wallet
Store and manage digital assets and cryptocurrencies
Web3/Finance
Decentralized Finance (DeFi) Platform
Access decentralized financial services
Web3/Finance
NFT Marketplace
Create, buy, or sell NFTs related to the project
Web3/Assets
Analytics Platform
Monitor and track performance metrics
Data/Analytics
Collaboration Tool
Facilitate team communication and collaboration
Team Management
Social Media Scheduler
Plan and automate social media posts
Marketing
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Copy of Fundraising Assets
Asset
Status
Intro Video
Web Link
Questions / Notes
Consciosuly Concepted Business Plan
​
Consciosuly Concepted 6 Month Strategic Development Plan
​
Creator CV
​
Founders Equity Statement
​
NDA Agreement
​
SAFE Agreement
​
CoFi Stack
​
Tokenomics
​
Investment Fund Budget Allocation Breakdown
​
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