Lead template . soon
Startup financial model, Seed to Series A
Monthly P&L, a hiring-driven payroll build, a Canadian non-dilutive grant tracker (SR&ED, IRAP, CanExport), runway and a stress-test view.
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Step 1 of 6
The round
What stage are you raising?
The stage anchors everything: ticket size, fund-fit, lead profile. Pick the one that best describes the round you are putting together right now.
The ask
How much are you raising?
The target amount. We size your matches against it, and read your runway in months once you add cash and burn later.
The sector
What is your sector?
Funds specialize. Pick your primary sector so we rank the funds that actually invest in it. You can refine later.
The geography
Where do you operate from?
Some funds invest worldwide, others have a geographic mandate. We use this to filter and rank.
The instrument
Which instrument is the round?
Priced equity, SAFE, convertible note, or something else. Helps us flag funds that only do one kind of paper.
The timeline · optional
When do you aim to close?
A rough target, even imperfect. Helps us put your immediate matches first and your "later" list aside.
Your raise is set.
We're opening Matches now to show you the funds that match this profile.
This scenario amount
3,0 MCA$
Round shape
Investor type
Funds at your stage
Your shortlist
The funds you are tracking, by relationship status. Change the status to move a fund across columns.
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Add funds from Matches or assign a status in My raise. They will show up here.
Canadian investors
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Templates
Start from what works, not a blank page.
Models, decks and data-room scaffolds used by founders who have closed real rounds. Strip our names, add yours.
The rest of the grid
Investor deck skeleton, 10 slides
Problem, why-now, traction, business model, team, ask. The slide structure investors expect, including the milestone slide most decks miss.
OpenData room scaffold
An empty folder tree, ready to unzip into your investor drive. One README per folder, including a Tax and Grants section for SR&ED and IRAP.
OpenInvestor monthly update
KPIs, milestones, grant draws, hires, asks. The one-page monthly format that keeps investors warm between rounds.
OpenCap table template
Founders, an option pool, SAFEs, priced rounds, exit ROI. Sanity checks built in. Ships with the cap table tool.
Checklists
The blind spots that kill a round.
Short, opinionated checklists tuned to a real diligence cycle. Print them, check them off, kill a class of surprises.
The cycle of a round
Phase 01
Pre-raise
Before outbound
Phase 02
First call
48h before the call
Phase 03
FDD diligence
Week 1 of due diligence
Phase 04
Term sheet
Before signing
Checklist of the moment
Pre-raise readiness checklist
Items across narrative, metrics, team and governance, commercial and non-dilutive, data room and investor mapping. The list to run before any outbound.
Other checklists in the cycle
02 First call Soon
First investor call, prep checklist
What to send 48h before, what to walk in with, what to never say. A pre-flight for the first call.
12 items
03 FDD diligence Available
Financial diligence prep checklist
What an FDD team requests in week one of a Series A: revenue recognition, grant accounting, capex, reconciliations.
18 items
Open 04 Term sheet Soon
Term sheet review checklist
Clauses founders optimize for, and clauses they regret six months later: liquidation preferences, anti-dilution, board control, pro-rata rights.
16 items
Glossary (à venir)
Cap table
The cap table you should be able to defend.
4 principles you carry into every term sheet, plus the template we use with the founders we work with. Premium add-ons unlock the waterfall, the anti-dilution stress test, and the multi-SAFE playground.
4 principles, before any spreadsheet
Principle 01
Think in fully diluted, always
Outstanding hides your real dilution. Every SAFE in flight, every option promised, every unallocated pool seat will convert. Reason in fully diluted from day one. The number that matters is what you own after everything converts.
Principle 02
The pool shuffle is a hidden tax
Term sheets read "pre-money X with a 10% pool". That pool usually comes out of the pre-money, not the new investor pocket. You diluted before they wired. Always ask: is the pool included in the pre-money?
Principle 03
SAFEs are not free
Each SAFE issued today is a known dilution at the next round. Multiple SAFEs at different caps do not add up linearly: they cannibalize each other (pre-money) or compound on you (post-money). Model the conversion before you sign, not after.
Principle 04
Sanity checks save deals
A cap table whose percentages do not sum to 100.00% is a broken cap table. Every line, every conversion, every round, your fully diluted total stays at 100%. Three checks catch 90% of errors: %FD = 100, pool target hit, cash matches. Build them in, run them every time.
Free template
Cap table template
3 founders, an option pool, 3 SAFEs, 2 priced rounds (Pre-Seed + Series A), exit ROI. SAFE discount-binding modeled. Sanity checks built in. Reduce to your own scenario in 10 minutes. CAD-set by default, math identical in EUR or USD.
Download .xlsxCap table 101
The 8-minute primer
Mini-primer: the building blocks, the 4 principles, 3 classic pre-seed and seed scenarios you will hit, and the 3 traps that break deals.
Read the article
Go deeper
3 add-ons that turn the template into a negotiation tool. Same grammar, same conventions, more math.
Premium
Exit waterfall, full math
Liquidation preferences by class, stacked vs pari passu, indifference point per preferred, cumulative dividends. What you actually take home at exit, per scenario.
PremiumAnti-dilution stress test
Broad-based weighted average vs full ratchet vs narrow-based. Down round 50% modeled. The actual cost of an anti-dilution clause on your founder share.
PremiumMulti-SAFE conversion playground
3 to 10 SAFEs at varying caps and discounts, MFN cascade, automatic cap-bound vs discount-bound switching. The threshold where each SAFE flips, costed.
Unlock all 3 now
One-time payment. Lifetime access. Updates included.
Premium
The full cap table tool
Drop your Excel, we read it, reconcile it with you, and you get your living cap table: fully diluted photo, round simulator, exit waterfall, and an assistant that answers your questions.
- Import your Excel with guided reconciliation
- Round simulator and waterfall on your real numbers
- Assistant that answers and edits in plain language
Included in the monthly plan. Pricing coming.
Cap table (à venir)
Investor news
Funding, hardware, deals: the signal worth skimming before the next meeting.
Non-dilutive funding
Where are you raising non-dilutive?
Pick your geography. We track grants, tax credits, advances and loans. Canada is live, more coming.
Data under review. Confirm deadlines and criteria on each program’s official page before applying.
Profile and account
Your identity and your account. Your raise is now defined in My raise.
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Danger zone
Irreversible. Your local profile and pipeline will be cleared. Any Airtable record stays, email us to have it removed.