Funding storyA concise opening for a fictional venture.
Illustrative previews with fictional data. Your toolkit is generated for your business.BRIDGEPOINT FINANCE / GLOBAL
Consulting Toolkits
BRIDGEPOINT FINANCE
BRIDGEPOINT FINANCE / BUSINESS TOOLS
Fundraising & investment
Make a clear, consistent case for support.
Browse the collection
Fundraising & investment
Startups, social ventures and nonprofit teams
Make a clear, consistent case for support.
9 componentsIllustrative previews with fictional data. Your toolkit is generated for your business.
Assumptions and fictional examples are labelled; no financial forecast is guaranteed.
Funding story
Use of fundsProposed allocation for discussion, not a forecast.
Illustrative previews with fictional data. Your toolkit is generated for your business.
Ownership snapshotA fictional cap table before a funding round.
Illustrative previews with fictional data. Your toolkit is generated for your business.
Diligence roomAn organized checklist of investor materials.
Illustrative previews with fictional data. Your toolkit is generated for your business.
Funder pipelineStages from prospect to submitted proposal.
Illustrative previews with fictional data. Your toolkit is generated for your business.
Funding milestonesAn illustrative six-month readiness path.
Illustrative previews with fictional data. Your toolkit is generated for your business.components
Included formats
Investor pitch deck
Tell the venture story, opportunity, model, team and funding ask.
PowerPoint
Investor memo
Prepare a concise diligence-ready investment overview.
Word
Fundraising plan
Sequence target funders, outreach, materials and follow-up.
Excel
Capitalization table
Organize ownership, securities and dilution scenarios from provided figures.
Excel
Due diligence data-room index
Create a structured checklist of requested diligence documents.
Excel
Grant proposal
Frame need, activities, outcomes, budget logic and evaluation.
Word
Funding request brief
State the amount sought, use of funds, milestones and terms sought.
Word
Investor update
Share progress, metrics, challenges and near-term priorities.
Word
Funding pipeline calendar
Track submission windows, owners, requirements and next actions.
Excel