operating-model / loops/fundraise-loop/raise.md
id: fundraise-loop.raisetype: domainstatus: activeversion: 2.0loop: fundraise-loop

Domain · Active raise

What it covers

Running the raise end to end — outreach, pitching, diligence, term sheet, close.

Operations

Investor outreach and meetings operation

Prospect engaged according to sequencing → initial meeting → follow-up → second meeting → investment committee or partnership decision logged.

Due diligence response operation

Diligence request received → prioritised → answered honestly → data room updated → cross-investor consistency checked.

Term sheet negotiation operation

Term sheet received → reviewed with legal and advisors → counter-proposals where justified → agreement reached.

Legal process and close operation

Signed term sheet → legal documentation → signatures → close mechanics → funds in bank → cap table updated → announcement prepared.

Notes

Active raise is the phase where founder time is most at risk. Primary loops will suffer during this phase; name it, plan for it, and minimise the damage by preparing well in Area A.

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