FREE Financial Template for Startups
To get an investor to agree to that first round of financing, usually all you need is three documents:
- Slide Deck
- Executive Summary
- Financial Projections
You’ll notice that I didn’t put a business plan on that list. Most investors don’t have the time to read a full blown business plan. They would much rather spend face time with you because they know that a startup is very dynamic, and a business plan is very static.
You’ll need more documents in the due diligence phase, like your captable, articles, employee agreements, past financials (if any), etc.
I came accross Martin Bliemel’s free financial templates and think it’s great template to work with.