Raising a Seed round is a pivotal milestone. You should be prepared to fundraise from external investors (i.e., not OCV) with at least 9 months of runway left. Companies with high monthly burn rates may need to start the fundraising process within their first year.

Early interest from investors

Receiving inbound interest from potential investors can be exciting. No matter how “informal” an intro meeting may appear, remember that all meetings with investors are inherently pitches. Don’t meet with investors before you’re ready. Even if you’re not presenting a pitch deck, they are evaluating you.

At this stage, you should typically hold off on meeting investors until you’re ready to actively fundraise and keep your focus on building your product and growing. If you receive an inbound request, capture the interest in your investor CRM and let the potential investor know that you’re still early but would love to chat with them when you start thinking about fundraising.

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Hi [Name],

Thanks for reaching out. We’re not meeting with investors yet, but we’d love to meet you when we start thinking about fundraising. Can we reconnect in a few months?

Regards,

[Email Signature]

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Fundraising process

Fundraising is a full-time job that should be executed with intentionality and intensity. Fundraising can take months, with the possibility of 100+ meetings. OCV prepares founders to fundraise successfully, including help on materials and investor introductions. Company growth is the single most important determinant for how successful you will be at fundraising.

Soon after company formation, OCV will work with you to craft your Building Blocks. Your building blocks will eventually be used as the foundation of your fundraising materials. Your fundraising story is essentially a version of the same story you tell yourself, potential hires, and customers—each version is built on the same building blocks.

Typically, companies fundraise when the founding team is in place and there’s exciting growth. At this time, fundraising becomes the CEO's full-time job. For most companies, the fundraising process will start around 9-12 months after incorporation, depending on the company’s burn rate.

Fundraising steps

  1. Create pitch deck and build investor CRM
  2. Pitch practice with OCV team, ask for intros
  3. Schedule investor meetings and pitch investors

In general, we recommend aiming for a 7-week fundraising process.

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Example timeline

Week 1: Review pitch with OCV and iterate

Week 2: Review pitch with Friendly investors and iterate

Week 3: First calls: may not be with a General Partner at a venture firm

Week 4: Second calls: with a General Partner, cut a few firms if too many

Week 5: Third calls: with the General Partner again, cut a few firms if too many

Week 6: Full partner meetings (these are usually scheduled for Monday mornings)

Week 7: Full partner meetings and term sheets due Tuesday noon Pacific

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Creating a pitch deck

The process of creating a pitch deck starts with your Building Blocks. Building blocks are introduced before we have a founding team in place. Starting the process early with a CTO allows them to tell their story, recruit a CEO, and provide a foundation for the fundraising deck.

Once your building blocks are done, creating the first draft of the pitch deck can be done very quickly. Use the OCV Pitch Deck Template to create your pitch deck. Start early enough and give yourself a few weeks to polish it.

Pitch deck tips:

  1. Your first draft includes slide titles only. The slide title is the conclusion or key takeaway of the slide. Use active tense and avoid commas.
  2. The slide content should speak for itself. Don’t rely on voice-overs.
  3. Keep the open core slide simple. Avoid getting overly technical on the difference between the open source and proprietary product. **The investor just needs to be able to defend open core model to partners.
  4. Don’t include a demo in the mainline deck. You will not want to or need to demo in every situation. Be prepared to demo if needed.
  5. The conclusion is one line. Make it concise and memorable.