Run your pre-seed to Series A raise as a system, from the decision to the first update
A complete fundraising toolkit for founders: the method, the investor tracker, the dilution model, the pitch script, the data room and the exact words for every investor moment, in any country and currency.
- A 10-chapter e-book that takes one composite seed round through every step, from 'should we raise?' to the first monthly update
- The Fundraising Workbook: 14 sheets with an investor list and fit score, follow-up alerts, pipeline funnel, meeting log, diligence tracker, data room index, round model, use of funds, runway and two dashboards
- A 7-sheet Dilution and SAFE Calculator, 4 fillable PDF forms and 6 Word templates, including 40 investor messages, a 14-slide pitch script with 21 investor questions and 29 AI prompts
- A Start Here map, three cheat sheets including dated country notes, a 58-event 16-week calendar and a 44-task board import
The Startup Fundraising Kit · Bodhih Pro Kits · 192 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I raise a seed round?
Decide whether outside money fits, size the round from the milestones it must reach, build the story and evidence first, research investors who fit your stage and sector, run meetings in parallel, answer diligence quickly, review terms with a lawyer, then close and update investors monthly. The Startup Fundraising Kit from Bodhih Training gives you a file for each step.
Want the full free guide first? Read How to Raise a Seed Round: A Step-by-Step Process for Founders.
You already feel the problem. Here is what it is costing you.
A pile of tasks with no order
Deck templates, an old cap table, a list of famous funds and a meeting on Friday. Without a sequence, the weeks pass and the most important work, the story and the evidence, gets done last.
Meetings that go nowhere
Meeting one investor at a time gives every investor a reason to wait. Follow-ups slip, promised documents arrive late, and the conversation goes quiet without a clear no.
Numbers that change between documents
Retention is one figure in the deck and another in the spreadsheet. Investors notice, and one inconsistent number makes them doubt the rest.
Terms you half understand
The valuation looks good, but nobody has modelled the option pool, the SAFE conversions or the liquidation preference. The real price only becomes clear after signing.
Diligence that kills momentum
The cap table is out of date, an IP assignment is missing, and a two-day request takes two weeks. Interest cools while you search folders.
Picture the next few weeks with the kit open beside you.
Imagine the Monday after you decide to raise. You open the Start Here map, type your settings into the Fundraising Workbook, and within an hour you know your runway, whether you are default alive and what the money must achieve.
Three weeks later, as you send your intro requests in one focused week, each connector receives a blurb they can forward as it is. Your investor list is scored for fit, the data room is built and staged, and your metrics are defined the same way everywhere.
When the first meetings start, you plan each one in ten minutes, debrief within the hour and send the follow-up the same day. The Dashboard tells you every Monday who is waiting for you and what you promised. When a term sheet arrives, you already understand the terms, you have modelled the dilution, and your lawyer is on the call.
And whether you close in sixteen weeks or decide to pause and come back after a milestone, you will know why, and you will send your first monthly update on the same day every month after.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Startup Fundraising Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: fundraising map
The whole raise as eleven steps with the file to open at each, your first hour, a 30/60/90 day use plan and links to measure your starting point.
Fundraising Workbook
14-sheet workbook: settings, milestones, investor target list with fit score and follow-up alerts, pipeline funnel, meeting log, diligence tracker, data room index, round model with SAFE conversion and dilution, use of funds, runway and burn, update metrics and two dashboards with charts.
Dilution and SAFE Calculator
7-sheet calculator: SAFE and note conversion, option pool top-up, three valuation scenarios side by side, a before-and-after cap table with a pie chart, and founder ownership across later rounds.
Raise-or-not decision worksheet
Three-page fillable worksheet: your runway and default-alive check, the funding options compared honestly, a readiness test, and a written decision with the amount and the milestones it buys.
Pitch narrative canvas
Two-page fillable canvas that builds the story before the slides: one-line pitch, problem, insight, product, traction, honest bottom-up market sizing, business model, competition, team, ask and milestones, plus a story test.
Investor fit scorecard and meeting debrief
Three-page fillable form for each important investor: research and fit scoring before outreach, a one-page meeting plan, and a debrief within the hour that captures signals, objections and promised follow-ups.
Term sheet review, closing checklist and post-round 30-day plan
Four-page fillable form: key terms in plain words with your position on each, questions for your lawyer, the closing checklist from signed term sheet to money in the bank, and a 30-day plan after the round.
Pitch deck outline, script and investor Q&A
A 14-slide pitch outline with what goes on each slide, what to say and a headline box, plus 21 investor questions and objections with how to answer, space for your answer and evidence, and a new-questions log.
Investor message library
40 ready-to-adapt messages for every moment of a raise: intro asks and forwardable blurbs, cold outreach, follow-ups, diligence and references, terms, declines, closing logistics and after-round notes.
Raise charter and data room index
A one-page raise charter the founders sign (roles, decisions, walk-away points, honesty, confidentiality and AI rules, wellbeing), plus a staged data room index of 35 documents and a checklist before opening it.
Investor update and round announcement templates
Ready-to-send templates: the monthly investor update with a ten-metric table and rules, a round announcement with a short social version and a pre-publication checklist, and a quarterly note for investors who passed.
Worked example pack: a B2B SaaS seed round
One fictional seed round from decision to close, with the main tools completed: raise-or-not worksheet, milestones, narrative canvas, investor list excerpt, meeting debrief, objection handling, term sheet review, dilution, closing timeline and the first update.
AI prompt pack for fundraising
29 tool-agnostic prompts grouped by step of the raise, each with what to paste in and what to check before you use the output, plus confidentiality rules.
Fundraising decision card: terms and metrics
Ten term-sheet terms in plain words with what to ask and watch for, twelve if-this-then-that decisions during a raise, and what investors usually look at by stage.
Fundraising mistakes to avoid
Seventeen common fundraising mistakes, why each hurts, what to do instead and the kit file that prevents it.
Fundraising country notes (October 2026)
Dated quick reference to SAFEs, notes, investor tax reliefs, filings and what to check in the US, UK, India, Singapore, the Gulf, Africa, Europe, Canada and Australia.
16-week fundraising calendar
58 calendar events for one raise over 16 weeks, from the decision to the first investor update, each naming the file to open. Import into a new calendar and move to your dates.
Fundraising task board import
44 fundraising tasks as a CSV ready to import into Trello, Asana, Notion, Planner or Jira, with phase, week, owner, file to open and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 60 pages
- Workbooks
- 14-sheet fundraising workbook and 7-sheet dilution calculator, with sample data, formulas, dashboards and charts
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira
- Best for
- Founders raising a pre-seed, seed or Series A round, in any country and currency
Raising Money Is a Job with Steps
Why a funding round is a job with steps, what the stakes are, and the eleven-step method on one page.
Should You Raise at All?
Default alive or default dead, the funding options in plain words, and a written decision to raise or not.
How Much, for Which Milestones
Working backwards from milestones to an amount, a use of funds, a runway and a minimum to close.
The Process and the Timeline
Why momentum comes from parallel conversations, a 16-week plan, who runs the raise and the Monday review.
Building the Investor List
Researching and scoring investors for fit, finding warm paths, and intro asks that connectors can forward.
The Narrative and the Deck
Building the argument before the slides, honest bottom-up market sizing and headlines that tell the story.
The Metrics Investors Ask For
The metrics investors ask for at pre-seed, seed and Series A, defined once and reported consistently.
Meetings, Objections and Rejections
First and partner meetings, objection handling, learning from rejections and looking after yourself.
The Data Room and Diligence
Building and staging the data room before the first meeting, tracking requests and reference calls.
SAFEs, Term Sheets and Dilution
Pre-money and post-money, SAFEs and notes, dilution modelled, and the key term sheet terms in plain words.
Closing, Announcing and the Monthly Update
From term sheet to money in the bank, announcing the round, the monthly update, country differences and AI.
The Next Round Starts Today
What made the difference, what to keep doing between rounds, and your first hour.
Fundraising Metrics Definitions
Plain definitions for twelve fundraising metrics, matched to the workbook.
Using AI in a Raise Safely
Six rules for using AI in a raise safely, with a prompt that explains a term sheet in plain words.
Not just reading. Tools you will actually open again.
E-book
- The Startup Fundraising Kit e-book: introduction, 10 chapters, conclusion and 2 appendices, about 9,500 words with 6 figures
Spreadsheets
- Fundraising Workbook (14 sheets): settings, milestones, investor target list with fit score, tiers and follow-up alerts, pipeline funnel, meeting log, diligence tracker, data room index, round model, use of funds, runway, update metrics, dashboard and runway view
- Dilution and SAFE Calculator (7 sheets): SAFE and note conversion, option pool top-up, three valuation scenarios, cap table before and after, founder ownership across later rounds
Fillable PDF forms
- Raise-or-not decision worksheet (3 pages)
- Pitch narrative canvas (2 pages)
- Investor fit scorecard and meeting debrief (3 pages)
- Term sheet review, closing checklist and post-round 30-day plan (4 pages)
Word templates
- Pitch deck outline, script and investor Q&A: 14 slides and 21 questions and objections
- Investor message library: 40 messages from intro asks to closing logistics
- Raise charter and data room index: a one-page founders' charter and a staged index of 35 documents
- Investor update and round announcement templates
- Worked example pack: one composite B2B SaaS seed round from decision to close
- AI prompt pack for fundraising: 29 prompts with what to paste in and what to check
Cheat sheets
- Start here: fundraising map with first hour and 30/60/90 day plan
- Fundraising decision card: term sheet terms, if-then decisions and metrics by stage
- Fundraising mistakes to avoid
- Fundraising country notes (October 2026)
Calendar and task board
- 16-week fundraising calendar (58 events)
- Fundraising task board import for Trello, Asana, Notion, Planner or Jira (44 tasks)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Decide whether to raise, and which kind of money fits, with a written default-alive check
- Size the round from dated milestones, with a use of funds, a runway and a minimum to close
- Build an investor list scored for stage, cheque, thesis, geography and warm path, and ask for introductions well
- Write a narrative and deck that make a clear argument, with market sizing you can defend
- Run first and partner meetings in parallel, debrief every one and follow up the same day
- Model SAFE and note conversion, the option pool and dilution before you discuss terms
- Review a term sheet in plain words with your lawyer and close from term sheet to money in the bank
- Send a monthly investor update that keeps trust and prepares the next round
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Founder to CEO
Take the assessment →AssessAll assessmentBusiness Storytelling Work Sample for Managers, Sales and Marketing Professionals
Take the assessment →AssessAll assessmentDecision-Making Under Uncertainty
Take the assessment →JobularyHow a Jobulary development plan works
Make it a growth plan →A taste of Chapter 5
TAM, SAM and SOM are a useful way to show layers of a market: the total addressable market (everyone with the problem), the serviceable addressable market (those you can reach and serve with this product) and the serviceable obtainable market (what you can realistically win in the next few years). The trouble is that many decks fill these boxes with headline figures from industry reports. Investors have seen thousands of them, and the next question is always "what share of that is yours?" Build it bottom up instead. Count the customers who have the problem, using public business registers, trade associations or industry bodies. Multiply by what they would pay you per year. Show every step and every source. A smaller number you can defend beats a larger one you cannot.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Deciding to raise | Raise because everyone else is | A default-alive check, funding options scored and a written decision |
| Investor list | A list of famous funds | Investors scored on five fit factors, conflicts excluded, warm paths mapped, follow-up alerts |
| Pitch | A slide template | A narrative canvas, a 14-slide outline with what to say, and 21 questions with how to answer |
| Investor emails | One cold email example | 40 messages for every moment, from intro asks to closing logistics |
| Dilution and terms | A glossary | SAFE and note conversion, pool top-up and scenarios modelled, plus a term sheet review form |
| Diligence | Build it when asked | A staged data room index of 35 documents and a request tracker with due dates |
| Countries | Assumes one country | Dated notes for the US, UK, India, Singapore, the Gulf, Africa, Europe, Canada and Australia |
Made for you if…
- First-time founders preparing a pre-seed or seed round
- Second-time founders who want a tighter, faster process for a seed or Series A
- Co-founders splitting the raise and the running of the company
- Accelerator staff and mentors who coach founders through fundraising
- Fractional CFOs and startup operators who build the numbers, data room and investor updates
- Founders raising across borders, in India, the US, the UK, Europe, Singapore, the Gulf, Africa or Latin America
Probably not for you if…
- Anyone looking for a guarantee of investment: the kit helps you run a raise well, it cannot promise an outcome
- Established businesses seeking a bank loan: The Bank Loan and Funding Proposal Kit covers debt funding
- Founders who want legal or tax advice: the kit explains terms in plain words and points you to your lawyer and accountant, with country notes dated October 2026
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next round deserves a system, not a pile of tabs
Open the Start Here map, type your settings into the Fundraising Workbook and run the default-alive check on your real numbers. Whether you start with the decision worksheet tonight or the investor list on Monday, the first hour is already planned.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
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The Bodhih family, when you are ready for more
The Startup Financial Model Kit
Build a three-statement, driver-based startup model you can defend.
The Founder Agreement and Company Set-Up Prep Kit
Agree the hard things with your co-founders and prepare to incorporate.
The Go-to-Market Launch Plan Kit
Take a new product to its first customers with a plan.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Startup Fundraising Kit: FAQs
Read the free guideAlready bought? Resend my linkHow do I raise a seed round?
Decide whether outside money fits, size the round from milestones, build the narrative, deck, metrics and data room before outreach, research investors who fit, run meetings in parallel, answer diligence quickly, review terms with a lawyer, close, and update investors monthly. The kit has a file for each step.
How much should a startup raise?
Enough to reach the milestones that make the next round or profitability possible, with a buffer, at a price your evidence can defend. The kit works backwards from dated milestones to a use of funds, a runway and a minimum amount to close.
What is a post-money SAFE?
A simple agreement for future equity, created at Y Combinator, where the investor's money converts into shares at a later priced round and the valuation cap is set as a post-money valuation, so the holder's percentage is clear at signing. The Dilution and SAFE Calculator shows how SAFEs convert and dilute.
How long does it take to raise a seed round?
It varies widely. The kit plans a 16-week process, with about three weeks of preparation before the first meeting, and says plainly that many raises take longer. Move the dates if you need to; keep the order.
Will this kit help me get funded?
It helps you run the parts of a raise you control: decision, plan, story, evidence, investor fit, process, terms and closing. Whether a round closes depends on your business, your market and investors' choices, so the kit makes no promise of funding.
Is this legal, tax or investment advice?
No. It is educational. Instruments, securities filings, investor tax reliefs and foreign investment rules differ by country, so country specifics are kept in one cheat sheet dated October 2026. Check your lawyer and accountant before you sign or send anything describing an investment.
How do I measure my starting point as a founder?
AssessAll offers assessments that match this kit: Founder to CEO, Business Storytelling Work Sample for Managers, Sales and Marketing Professionals, and Decision-Making Under Uncertainty. Take one before your raise and again afterwards to see what has changed. Links are on the Start Here map; the assessments are separate products.
How do I turn what I learn into a development plan?
Pick one or two founder skills the raise exposed, such as storytelling or decisions under uncertainty, and build them into a plan with dates. Jobulary explains how its development plans work, and the link is on the Start Here map.
Does it work outside the US?
Yes. The method and tools work in any country and currency, and the dated country notes cover SAFEs, notes, investor tax reliefs and filings in the US, UK and India, with what to check in Singapore, the Gulf, Africa, Europe, Canada and Australia.
Which software do I need?
The workbooks open in Excel, Google Sheets or LibreOffice with no macros. The forms are fillable in Acrobat Reader and most PDF apps, the templates open in Word or Google Docs, the calendar imports into Google Calendar, Outlook or Apple Calendar, and the CSV imports into Trello, Asana, Notion, Planner or Jira.
What is the refund policy?
Digital kits are non-refundable once downloaded. The exceptions are corrupted files that are not fixed within 3 working days, duplicate charges, or failed delivery.
How much does The Startup Fundraising Kit cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
