Fundraising Copilot

Use Coda AI to manage your startup's fundraising process

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Overview

Fundraising Copilot is a template designed to help startup founders fundraise from VCs. Watch the video below to see how to use Fundraising Copilot in action. There are 4 core pieces of the template:

  1. Pitch Worksheet: Page for the user (startup founder) to fill in all the detail about their company for the AI to use in subsequent steps.
  2. Pitch Writer: Coda-AI powered page that automatically writes 3 pitches for the user based on the Pitch Worksheet: an email blurb, elevator pitch, and pitch deck outline.
  3. Investor CRM: CRM to track all investors the founder is interacting with. Uses Code AI to write a draft of a cold email outreach to the investor.
  4. Meeting Notes: A table to record all meetings with investors. Coda AI parses the notes to give the user a summary and next steps.

How the template works

Step 1: Fill out the Pitch Worksheet Go to the Pitch Worksheet page and put in everything related to your company. It’s ok if it’s not structured - that’s where Coda AI will help in the subsequent steps!

Step 2: Watch Coda AI write your pitch Go to the Pitch Writer page and reload the 3 AI blocks on the page: the email blurb, an elevator pitch, and an outline for a pitch deck based on the content in Pitch Worksheet.

Step 3: Update the Investor CRM Go to the Investor CRM page - this is where you’ll manage your fundraising process. When you add a new investor, watch Coda AI automatically write some draft email copy for you to send - remember to add in the email blurb from Pitch Writer!

Step 4: Update the Meeting Notes Go to the Meeting Notes page to add in meeting notes as you have meetings with investors from the Investor CRM. Coda AI will automatically summarize your meeting notes and parse out next steps for each investor meeting.

Step 5: Iterate on your pitch from investor feedback Using the summaries provided by Coda AI in the Meeting Notes page, iterate on your pitch in the Pitch Worksheet. Watch Coda AI write a new pitch in Pitch Writer - keep iterating based on feedback!

Built With

  • coda
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