VC Funding Checklist
Your roadmap to securing venture capital
efficiently
Business Plan Essentials
- Executive Summary
- Market opportunity &
competitor analysis
- Products/Services & problem solved
- Business model & revenue
streams
- Operational plan & team structure
- 3–5 year financial projections
- Risk
assessment & contingency plan
Pitch Deck Slide Checklist
- Problem statement
- Solution (product/
service)
- Market opportunity (size & growth)
- Business model (how you make money)
- Traction & milestones
- Competitive landscape
- Go-to-market strategy
- Team &
advisors
- Financial projections & key metrics
- Investment ask
- Roadmap / Exit strategy
(optional)
Investor Research Tracker
Investor Name | Stage |
Sector Focus | Avg Check Size | Portfolio Examples | Contact / Intro |
Notes / Fit |
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Networking Action Items
- Attend startup events, conferences, and pitch
competitions
- Apply to incubators & accelerators
- Join online communities (LinkedIn,
AngelList, founder forums)
- Schedule warm introductions from mentors/advisors
- Follow up
within 48 hours of meetings
- Track outreach in CRM or spreadsheet
Term Sheet Negotiation Points
- Equity dilution & ownership percentage
- Board seats & decision-making control
- Liquidation preferences
- Voting rights on major
decisions
- Anti-dilution clauses
- Vesting schedules for team
- Exit provisions
(acquisition / IPO terms)