Startup Fundraising 101 - Section 3: The Pitch Deck and Funnel Process | Carta

The pitch deck and funnel process

You’ve learned the basics of startup fundraising and early-stage deal mechanics; now it’s time to get funded. We’ll walk you through creating a compelling pitch deck step-by-step and help you build a fundraising funnel for an efficient round.

SF101_L12 - The Pitch Deck (Part 1) - DELIVERY

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Lesson 1: The pitch deck (part 1)

Lesson 2: The pitch deck (part 2)

Lesson 3: The pitch deck (part 3)

Lesson 4: The fundraising process: Meetings, pitches, and follow-ups

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4 sections • 17 videos • 2h 10m total length

Section 1: Fundraising basics

Discover different types of pre-seed funding and the importance of product-market fit.

Course overview 6:04
Lesson 1: Bootstrapping and friends and family 9:52
Lesson 2: Finding product-market fit 3:43
Lesson 3: Angel investors 6:32
Lesson 4: Accelerators 5:13
Lesson 5: Seed funding 3:49

Section 2: Early-stage deal mechanics

Ramp up your startup fundraising by getting to know SAFEs, convertible notes, valuation caps, and dilution.

Lesson 1: When and how much to raise 11:54
Lesson 2: SAFESs, discounts, and valuation caps 11:38
Lesson 3: How dilution works 2:47
Lesson 4: Pre-money and post-money valuations 12:56
Lesson 5: Convertible notes 3:48

Section 3: The pitch deck and funnel process

Understand the pitching process and build an efficient fundraising funnel—step-by-step.

Lesson 1: The pitch deck (part 1) 6:16
Lesson 2: The pitch deck (part 2) 4:16
Lesson 3: The pitch deck (part 3) 4:11
Lesson 4: The fundraising process: Meetings, pitches, and follow-ups 13:44

Section 4: The Series A

Prepare yourself for this new level of startup fundraising as we go over converting SAFEs, term sheets, and more.

Lesson 1: Bringing on VCs, and converting SAFEs 11:55
Lesson 2: Term sheets, dilution, and pro formas 9:55

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