Skip to content
Gallery
ccicon
Fundraising Playbook Template (Project)
Fundraising Playbook
Share
Explore
Fundraising Playbook

ccicon
Key Assets

magical-scroll

Key Assets

Within this section, you'll find essential resources such as pitch decks, financial projections, marketing materials, investor outreach templates, and other key documents critical to the project's successful launch and fundraising efforts. These assets are designed to help you confidently present the project, secure funding, and ensure alignment across all communications and strategies during the launch phase.
⁠

Functional Guide for Key Assets

Identify the Required Assets Begin by determining which materials are necessary for your current tasks. Whether you’re preparing for an investor meeting, drafting outreach communications, or working on financial projections, use the provided table to quickly locate the specific assets you need.
Leverage the Resources Effectively For fundraising or outreach, review and customize materials such as the pitch deck, financial documents, and outreach templates to suit your audience. Tailor these assets to highlight key project strengths and address any concerns from investors or stakeholders.
Collaborate and Share with Purpose When sharing assets with team members, partners, or stakeholders, ensure they understand how to use the materials effectively. Always verify that everyone is working with the most current versions and is clear on their role in the fundraising or launch process.
Track Usage and Updates Regularly monitor which assets have been utilized and updated. Ensure all stakeholders have access to the most up-to-date information by frequently checking for new or revised materials. This will help maintain alignment and accuracy throughout the project.


Key_Assets_Table
Asset Name
Description
Format
Link
1
Pitch Deck
A presentation to pitch the project to potential investors or stakeholders
PowerPoint/PDF
2
Financial Projections
Financial data and projections for forecasting and planning
Excel/Spreadsheet
3
Investor Outreach Templates
Templates for reaching out to investors and stakeholders
Cloud Drive
4
Marketing Materials
Marketing collateral to support outreach and visibility efforts
Cloud Drive
5
BrandBook (Branding Guidelines)
Guidelines for consistent branding across platforms and materials
PDF/Word
6
Campaign Strategy Documents
Documents outlining strategies and plans for campaign execution
Word/PDF
7
Presentation Templates
Templates for crafting professional presentations
Cloud Drive
8
Technical Specifications
Technical information relevant to the project
PDF/Word
9
Key Documents
Key documents such as contracts, agreements, or legal papers
Cloud Drive
10
​
​
​
There are no rows in this table
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.