<aside> 📂 This playbook has helped us (Socap.ai founders — Slava Solonitsyn and Alexander Nevedovsky) to raise over $200M and features all things fundraising: practical guides (with stories/hacks/tips), hundreds of templates for all occasions, and a bunch of hand-selected and hand-organized links and databases.

</aside>

📌 Socap.ai Bootcamp (TDA)


How to Run the Playbook

[Guide for Socap.ai Bootcamp Playbook](https://ednevsky.notion.site/Guide-for-Socap-ai-Bootcamp-Playbook-453de75d9d5a4ed38e70fa7eaa5848c8)

Notes and Guidelines for Every Step of Fundraising

Intro to Parallel Fundraising

What is Task Force, and how to form it

Networking with industry founders

Preparing materials. Pitch Deck, Blurbs, CRM.

How does the VC industry work?

Fundraising momentum and Timeline

Coffee meetings. The pre-fundraising validation

Pitch Meetings

Differences in approaching angels & VCs

Outreach Campaign. How to actually run the process.

Inside of the decision-making process at VCs

Financial & Legal Tips

Investor relations and investor updates

<aside> 💡

This playbook is designed to be your go-to resource for everything fundraising.

Whether you prefer working through it asynchronously at your own pace or you’re following a structured 4-week bootcamps, you’ll have the strategies, tools, and insights needed to make smart decisions and build strong investor relationships.

Follow the steps, use the resources, and let this guide help you secure the right partners for your startup’s future success!

</aside>

🎁 Templates


CRM template

Startup blurb templates

Cold email templates

Warm intro templates

Scheduling templates

Follow up templates

Investor update templates

Cap table templates

Financial model templates

Data room templates

📌 Guides


Before the fundraising

How does the VC work?

Things you need to know

The current state of the market (as of Fall 2023)

250 evergreen questions to ask yourself

Preparing for fundraising

Start here

Choosing your fundraising stack

Crafting your pitch

Carving out your blurb

Planning the fundraising

Understanding the legal side

Building a financial model

Managing your cap table

Fundraising in progress

Key operational things

Getting warm intros

Running meetings with investors (1)

Closing your leads

Cold-emailing

Writing an investor update

🔖 Resources


CRM & weekly plan templates: ‣

Peer founder chats questions

Investor databases

Tools

Books

Podcasts

Simulators

Courses

Twitter influencers

A-Z glossary

<aside> 🖱️ Is this Playbook missing something/and or has an error/issue? Email us at [email protected] and we’ll do our best to fix it and help you! 😉

</aside>