Founder resources

Built by founders, for founders.

We're a team of founders, and four of us have founded and sold companies. We know how much of building a company you work out alone, so we share what we can. This is a sample of the playbooks and templates we use with the companies we back, free for every founder: fundraising, go-to-market, finance and running the company.

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PDFFeatured · Playbook · Go-to-market

The Pipeline Playbook

Marketing's one job is qualified leads. How to build the engine that produces them, pays for them and gets others to sell, for pre-seed and seed enterprise AI companies.

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Playbooks & templates.

Each template comes filled in with a worked example for a fictional company and says what the next investor will test. Download it, overwrite the example and make it yours.

PDFPlaybook · Go-to-marketThe Pipeline Playbook

Marketing's one job is qualified leads. How to build the engine that produces them, pays for them and gets others to sell, for pre-seed and seed enterprise AI companies.

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PDFScorecard · FundraisingReadiness card: raising pre-seed

Pre-revenue is not pre-evidence. The twenty-four things a pre-seed investor tests, across six pillars, and the twenty-four red flags to sort before you raise.

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PDFScorecard · FundraisingReadiness card: raising seed

Paying customers, and a product in production. The twenty-four things a seed investor tests, across six pillars, and the nineteen red flags to sort before you raise.

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PDFScorecard · FundraisingReadiness card: raising Series A

From evidence to repeatability. The twenty-four things a Series A investor tests, across six pillars, and the nineteen red flags to sort before you raise.

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PPTXTemplate · FundraisingSeed deck template

A twelve-slide seed deck for the first meeting: one message per slide, with speaker notes on what investors read on each one.

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XLSXTemplate · FundraisingCap table and round model

Work out what a round does to your cap table before you talk to investors: the price per share, how convertibles convert, the option pool and who owns what afterwards.

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XLSXTemplate · FundraisingData room index and fundraising checklist

An index of every document the next investor will ask for, with an owner, a status and a link, plus the steps of a raise from defining the round to the first board meeting.

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XLSXTemplate · FundraisingBottom-up market sizing

A market size built from counted organisations, not a top-down report: TAM, SAM, your beachhead and the expansion waves, each with its assumptions and sources.

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DOCXTemplate · Go-to-marketICP, positioning and competitor map

One document that says who you sell to, why they buy now, how you describe the product to them, and who else they could choose.

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XLSXTemplate · Go-to-marketPipeline tracker with stage definitions

One place for every deal, with written stage definitions, so pipeline value, weighted value, coverage and win rate mean the same thing every week.

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DOCXTemplate · Go-to-marketPilot proposal

A proposal you send a customer: the problem in their numbers, the outcome you will prove, the plan, the price and the terms on which the pilot becomes an annual contract.

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DOCXTemplate · Go-to-marketTrust pack and starter security questionnaire

What a buyer's security team wants to see before they say yes, answered once and kept current: a trust pack to send ahead, and a starter security questionnaire with your answers.

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XLSXTemplate · Finance and metricsCash plan and runway

A month-by-month cash plan that tells you how much you burn, when the cash runs out, and the latest month your next raise must open.

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XLSXTemplate · Finance and metricsARR bridge and revenue quality

One register of every contract you have signed, and from it the monthly ARR bridge and the revenue-quality split the next investor will price.

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XLSXTemplate · Finance and metricsAI unit economics

The cost of one unit of work your product does against the price you charge for it, then per customer and at 10, 50 and 200 customers.

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DOCXTemplate · Building the companyFounder agreement and vesting checklist

The decisions to make before you sign a founders' agreement, the UK and Ireland points to check, and what the next investor will look for.

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XLSXTemplate · Building the companyHiring plan: the first five hires

A costed plan for your first hires after the round: who, when, what each costs a month, the gap each one closes and the test that says the hire has worked.

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DOCXTemplate · Building the companyMonthly investor update

A two-page update in the same format every month: the five numbers, what happened, and what you need.

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PPTXTemplate · Building the companyQuarterly board pack

A twelve-slide board pack for a seed-stage company: numbers first, decisions asked for, the same format every quarter.

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