Fundraising runner

A fundraising desk assembles your raise — why-now narrative, YC-shaped deck, 3-statement model, thesis-fit investor list, personalized outreach drafts, and a data-room checklist — consistency-checked against one source of truth, for you to approve.

What it installs

Agents 3

  • Deck Writer

    Leads the fundraising desk and assembles the deck.

  • Finance Modeler

    Owns the financial model.

  • Investor Researcher

    Builds the investor list and outreach drafts.

Teams 1

  • Fundraising desk

    The deck writer (lead, owns the narrative, deck, and source of truth), the finance modeler, and the investor researcher running the raise together.

Workflows 1

  • Narrative, deck, model, research, outreach, consistency check, approve

    Set the source of truth and narrative, draft the deck, build the model, research investors, draft outreach, consistency-check every number, and hand off for approval.

Documents 1

  • Investor pipeline & CRM

    The editable target-investor list and outreach log the desk maintains: one row per investor with fit, warm path, status, and the dated next step. Fill in your known targets and warm connections; the investor researcher keeps it current as the raise progresses.

Skills 6

  • yc-pitch-deck

    Structure an investor-ready deck on the YC/Sequoia 10–15 slide sequence (problem → solution → why-now → why-you → ask), each slide with its job, stage-specific adjustments (pre-seed/seed/Series A), and a deck quality bar. Adapted from guia-matthieu/clawfu-skills/yc-pitch-deck.

  • fundraising-narrative

    Build the why-now story that anchors a raise: the three-act arc, the five core elements (insight, inevitability, urgency, why-you, opportunity), Reid Hoffman's formula, and how to find a non-obvious, evidence-based insight. Adapted from guia-matthieu/clawfu-skills/fundraising-narrative.

  • startup-financial-modeling

    Build a defensible 3–5 year startup model: cohort-based revenue (MRR/ARR), COGS/S&M/R&D/G&A cost layers, headcount planning, cash-flow and runway, three scenarios (P10/P50/P90), validation sanity checks, and the five common pitfalls. Adapted from wshobson/agents/startup-financial-modeling.

  • investor-materials

    Keep deck, model, one-pager, and applications internally consistent: establish one source of truth, inventory canonical facts, draft with explicit logic, cross-check every number, and clear the red flags and quality gate before any material ships. Adapted from affaan-m/everything-claude-code/investor-materials.

  • investor-outreach

    Draft personalized investor cold emails, warm-intro blurbs, follow-ups, and post-meeting updates: the cold-email structure, the hard bans, personalization that connects to the ask, the day-0/4/10 cadence, and the tight-word-count quality gate. Adapted from affaan-m/everything-claude-code/investor-outreach.

  • cold-email

    Write cold outreach that reads human, not templated: write like a peer, make every sentence earn its place, connect personalization to the problem, lead with their world, use one low-friction ask, and run short follow-up sequences that add a new angle each touch. Adapted from coreyhaines31/marketingskills/cold-email.

Folders 1

  • Fundraising

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Web search and fetch access for investor research — The investor researcher researches funds, partners, theses, and portfolios through runtime web search and fetch tools that read public pages to score thesis fit and find warm paths. It only reads public pages.
  • Browser access to your email and investor CRM — Sending outreach, working warm intros, and updating the investor CRM happen through those tools' web interfaces in your browser, and the desk pauses for your approval before any email is sent. Until you connect them, the desk drafts every email and the prioritized investor list for you to send and track by hand.

Get started

Install Fundraising runner and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.