Startup Fundraising Tracker Template
Funding round tracker: round parameters, pipeline stages, investors and next steps, commitments and ownership, terms comparison, closing checklist
Anleitung: Use it when you run a pre-seed, seed or Series A round. Fill the round parameters and stage definitions before the first meeting, then update the pipeline the same day as every contact. The main pitfall is counting soft interest as money: only signed commitments count.
Vorschau
Fundraising Tracker: [Company name], [Round name]
A working tracker for a startup funding round: round parameters, the investor pipeline by stage, terms offered, commitments against the target, next steps with owners and dates, and the closing and securities-law checklist. Structure follows common venture fundraising practice. Replace every
[bracketed]value and every row marked Example. Investors and figures in the example are fictional. This is a tracking format, not legal, investment or securities advice; offering rules differ by country, so check the current official guidance and a qualified lawyer before you contact investors.
Document control
| Field | Value |
|---|---|
| Document ID | [RAISE-NNN] |
| Version | [0.1] |
| Status | [Preparing / Live / Closed] |
| Owner | [@ceo] |
| Reviewers | [@co-founder], [@counsel] |
| Last updated | YYYY-MM-DD |
| Classification | Confidential, founders and counsel |
| Round | [Pre-seed / Seed / Series A] |
Revision history
| Version | Date | Author | Change |
|---|---|---|---|
| 0.1 | YYYY-MM-DD | [@ceo] | Example: Round parameters agreed |
| 0.5 | YYYY-MM-DD | [@ceo] | Example: Lead investor term sheet received |
1. Round parameters
| Parameter | Value |
|---|---|
| Target amount | Example: 2,000,000 USD (minimum close 1,500,000 USD) |
| Instrument | Example: Post-money SAFE with valuation cap (Y Combinator standard form) |
| Valuation cap or pre-money valuation | Example: 14,000,000 USD post-money cap |
| Discount, pro rata, other rights | Example: No discount; pro rata side letter for the lead only |
| Use of funds and runway | Example: 36 months of runway in the base case, see startup/financial-projections |
| Milestones the round funds | Example: About 1.0 million USD ARR run rate by month 24 to 30 |
| Target close date | Example: 2027-01-31 |
| Materials | Deck (startup/pitch-outline), data room (startup/data-room-index), projection |
Ownership arithmetic for a post-money SAFE (simplified, before any later option pool change): investor ownership at conversion is about the amount invested divided by the post-money valuation cap. At a 14,000,000 USD cap, 2,000,000 USD converts to about 14.29%. Check the exact mechanics in the signed form and the SAFE user guide.
2. Pipeline stages
| Stage | Exit criterion |
|---|---|
| S0 Target | Fits stage, sector and cheque size; a warm introduction path is known |
| S1 Contacted | Introduction made or email sent |
| S2 First meeting | Meeting held; investor asked for follow-up |
| S3 Diligence | Data room access, partner or team meetings |
| S4 Term sheet | Written terms received |
| S5 Committed | Signed instrument or signed commitment |
| S6 Funded | Money received in the company account |
| X Passed | Investor declined; reason recorded |
3. Investor pipeline
Status as of: Example: 2026-12-15.
| ID | Investor | Type | Partner | Intro by | Stage | Ask (USD) | Next step | Owner | Due |
|---|---|---|---|---|---|---|---|---|---|
| INV-001 (Example) | Fund A | Seed fund, leads | [Partner] | Pre-seed angel | S5 Committed | 1,000,000 | Sign SAFE and side letter | [@ceo] | 2027-01-10 |
| INV-002 (Example) | Fund B | Seed fund, follows | [Partner] | Fund A | S5 Committed | 400,000 | Send wire instructions | [@ceo] | 2027-01-15 |
| INV-003 (Example) | Angel syndicate C | Syndicate | [Lead angel] | Founder network | S5 Committed | 300,000 | Syndicate documents | [@ceo] | 2027-01-20 |
| INV-004 (Example) | Angel investor D | Individual | n/a | Customer | S5 Committed | 100,000 | Sign SAFE | [@cto] | 2027-01-10 |
| INV-005 (Example) | Angel investor E | Individual | n/a | Advisor | S5 Committed | 100,000 | Sign SAFE | [@ceo] | 2027-01-10 |
| INV-006 (Example) | Fund F | Seed fund | [Partner] | Cold, then event | S3 Diligence | 250,000 | Partner meeting | [@ceo] | 2026-12-18 |
| INV-007 (Example) | Fund G | Seed fund | [Partner] | Accelerator | X Passed | n/a | Ask to keep in touch for Series A | [@ceo] | 2027-06-30 |
Pass reasons are as useful as commitments: record them (for example Example: "Fund G: market size for independent shops too small") and look for patterns.
4. Commitments against target
| ID | Committed (USD) | Approximate ownership at a 14,000,000 USD post-money cap |
|---|---|---|
| INV-001 (Example) | 1,000,000 | 7.14% |
| INV-002 (Example) | 400,000 | 2.86% |
| INV-003 (Example) | 300,000 | 2.14% |
| INV-004 (Example) | 100,000 | 0.71% |
| INV-005 (Example) | 100,000 | 0.71% |
| Total committed | 1,900,000 | 13.57% |
| Target | 2,000,000 | 14.29% |
| Remaining | 100,000 | INV-006 asks 250,000: decide whether to allow 2,150,000 or cut its allocation |
Funnel (Example): 60 investors contacted, 24 first meetings (40%), 8 in diligence (33% of meetings), 1 term sheet from a lead, 5 commitments.
5. Terms comparison
| Term | Investor [ID] | Investor [ID] |
|---|---|---|
| Amount | [ ] | [ ] |
| Instrument | [ ] | [ ] |
| Valuation or cap | [ ] | [ ] |
| Discount | [ ] | [ ] |
| Pro rata or information rights | [ ] | [ ] |
| Board seat or observer | [ ] | [ ] |
| Conditions | [ ] | [ ] |
| Value beyond money | [ ] | [ ] |
6. Closing and compliance checklist
| ID | Item | Status |
|---|---|---|
| CL-01 | Board and shareholder approvals for the issue | [ ] |
| CL-02 | Instrument signed by company and each investor | [ ] |
| CL-03 | Funds received and reconciled to the commitments table | [ ] |
| CL-04 | Cap table updated, see mba/mba-venture-finance-cap-table-card | [ ] |
| CL-05 | US example: if relying on Regulation D, Rule 506(b) bars general solicitation, while Rule 506(c) permits it but requires all purchasers to be accredited and reasonable steps to verify that; a Form D notice is filed within 15 days after the first sale (SEC pages checked 2026-10-30: https://www.sec.gov/resources-small-businesses/exempt-offerings) | [ ] |
| CL-06 | UK example: for SEIS or EIS, HMRC can give advance assurance on whether a proposed investment is likely to qualify; it is not a guarantee, and a compliance statement follows the issue (GOV.UK page updated 18 December 2024, checked 2026-10-30: https://www.gov.uk/guidance/venture-capital-schemes-apply-for-advance-assurance) | [ ] |
| CL-07 | Other countries: [offering rules and filings confirmed by counsel] | [ ] |
| CL-08 | Investor update cadence agreed, see startup/investor-update | [ ] |
7. Lessons and follow-ups
| Item | Note | Owner |
|---|---|---|
| Recurring objection (Example) | Market size for independent shops | [@ceo] |
| Keep warm for next round (Example) | Fund G, Fund F | [@ceo] |
Standard and licence note
Based on common venture fundraising practice, with dated US and UK examples from the SEC and GOV.UK pages cited and the Y Combinator post-money SAFE named as an instrument (forms and user guide: https://www.ycombinator.com/documents). All wording, the example company, investors and figures are original and fictional. Securities and tax rules change: check the current official guidance and a qualified lawyer. This is a tracking format, not legal, investment or securities advice. Template licence: MIT.
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