Fundraising

Working directory for investor outreach.


Directory Structure

fundraising/
├── materials/           # Everything we create
│   ├── inputs/          # Raw thinking, founder reflections
│   ├── narrative/       # Synthesized positioning, story, objections
│   ├── deliverables/    # Polished outputs (deck, two-pager, FAQ)
│   ├── product/         # Product-specific materials
│   └── research/        # Market data, comps
│
├── investors/           # Per-firm tracking
│   └── firm-name.md     # Relationship history, status, notes
│
└── meetings/            # Transcripts and meeting notes
    └── YYYY-MM-DD-investor.md

Quick Links

Deliverables (send to investors):

  • materials/deliverables/deck.md — Slide deck
  • materials/deliverables/two-pager.md — Full summary document
  • materials/deliverables/one-liner.md — Single sentence
  • materials/deliverables/blurb.md — Paragraph version
  • materials/deliverables/faq.md — Common questions

Product:

  • materials/product/wedge-inpatient-obs.md — First product deep dive

Narrative (internal):

  • materials/narrative/story.md — The core narrative arc
  • materials/narrative/positioning.md — How we describe ourselves
  • materials/narrative/objections.md — Anticipated questions + answers

Active Investors:

  • investors/primary-ventures.md — Intro done, deck due this weekend

Current Status

Raising: $2-3M, first institutional check

Active conversations:

InvestorStageNext Step
Primary VenturesIntro doneSend deck (weekend), Sam call next week

Related Resources

  • Wedge product research: /Users/michaelyuan/Code3/research/inpatient-obs/
  • FDE strategy: research/fde-manifesto/v1-draft.md
  • Sales pricing: docs/sales/pricing-term-sheet.md

Daisy

v1

What do you need?

I can pull up the fundraise pipeline, CRM accounts, hot board, meeting notes — anything in the OS.

Sonnet · read-only