Learning Lab: Fundraising Tools August 28, 2025

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Introduction to the Fundraising Tools Session

Overview of Fundraising Tools

Understanding Modeling Tools for Fundraising

Exploring the Data Room Feature

Managing Data Room Access

Overview of Fundraising Tools

Modeling Safes for Investment

Transition to Pricing Rounds

Understanding Financing Rounds

Integrating Price Rounds with Deal Pro Forma

Building the Deal Ready Pro Forma

Closing Process Initiation

Investor Management Features

Uploading Deal Documents

Q&A Session

Cap Table Access Management

Closing Remarks