Not sure where to start?
Read these simple step-by-step instructions. From identifying a startup to launching the deal to your syndicate, just follow these steps.
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Templates & Documents
đź“– Allocation Agreement
Use this document to secure an allocation with the company. Make a copy and edit as you need.
đź’¬ Deal Note Guide
Use this template to write your deal note. Make a copy then add in details for each section.
✏️ Checklist
Before you launch a deal, review the checklist to ensure you've completed each step.
Templates you can copy & paste to use when inviting new investors, accepting LPs, sharing on social, etc.
🔎 FAQ
We've got a very comprehensive Q&A section, you'll likely find the answer to your question here.
đź“š Glossary
We've put together a huge list of all the capital raising terms you'll ever encounter.