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Milestones: 💎 200 Warm leads 💎 50 live pitches 💎 50 incubation applications 💎 10,000 cold emails 💎 50 events
The marketing budget is too small - Kapil & Mallik (Angels)The ratio of salaries to marketing spend is offWho can help determine a GTM budget for accurate add spend for B2C early adoptersDavid JensenOur Burn rate is too high - Vu Ventures (VC)Vu VenturesThe budget for staff is too high there is no buffer of time if it takes longer than 18-24 months to achieve product market fitWe’ve over spent on staff for the stage that we’re at nowCircle back with some tractionHow should we address these concerns in our discussions with investorsA reasons not to invest section, where we highlight and address potential concerns head onHow many customers/users put us in a position to raise a Series A
Who can help determine a GTM budget for accurate add spend for B2C early adoptersDavid JensenWho are some How many customers/users put us in a position to raise a Series ALets review the modelCan you help us get more Beta testers to interview?What do you need?Can you help us get more warm intros to VC’s?What do you need from us?Current package is - 3 min pitch video /financials/deck?Can you help us get into YC?What do you need from us?
What can we improve upon?We need to improve follow the quality of follow upsWe need to track everyone we talk to and We need to increase our overall efforts by 50% What new channels could we activate?Existing investorsOld contactsDirect messaging on socialIncubator applicationsShould we activate a cold outreach strategy?Yes, JLR cold strategy
What are our current materials for fundraisingPrimary DeckData RoomFinancial ModelIP ListCAP TableDo we need additional materials?Loom pitch videoDemo videoHow could we use the video?link to a pitch Quick pitch video
How do we improve our pitch?Create a 3 min version (see in resources)Tighten up 15 min presentation (use loom to practice)
Do we want a priced vs Safe vs convertible roundA priced round probably makes senseHow are a Safe and convertible different if were are forcing the conversion (not offering cash) isPriced round at $25m, board seatPro: Super easy message to VUCon: Rigid, it could trigger a conversion of prior notes, Convertible Note, DiscountPro: competitive deal for investors, bonus for Cons: $2m with a 25% discount & a 7%, 15% for a $1m no interest, under $1m no discount no interest.We want to communicate that we are Do we need to determine if the note holder (Ernie) wants to convert vs cash payment?Yes, technically he can call the note only upon maturity which creates a $400k hole in the companyWe shouldIf we do a priced round should we use the YC Series A deck?What is the valuation of a priced round ($25m)Does the board need to close the prior round and authorize a new round? Yes, the new roundDeal PointsYes, the new round
Objective(s): Improve fundraising results through improved strategy; create achievable lead indicators; Raise team awareness around efforts
Status: In Progress
Resources & Requirements
Pitch Deck
3 Min Pitch
Data Room
Company Info
(TRL) 2022 1216 - AWC - Board Consent (Convertible Note).pdf
288.8 kB
Tradery Labs Pitch Video.pdf
7.5 kB
Feedback from Investors
Key Questions
Feedback from Advisors
David Jensen
Thomas Hessler
Outreach Strategy
Key Questions
Outreach Materials
Key Questions
Pitch
Key Questions
Deal Structure
Key Questions
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