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Docs/Fundraise/Pitch

Pitch

The meeting stage. Pitch Day is who is in the room. Pitch Polish is preparation. The deck still lives on the checklist and in the data room.

The stage

Pitch follows Screening. The file they see is the pitch deck on the checklist and in Pitch materials. Update that file when the story changes. Do not keep a private deck that disagrees with Investment Profile.

What you see

Stage chrome with Pitch current. Tabs include Pitch Day and Pitch Polish. Counts can show upcoming pitches, pending invites, published gold sheets, and completed pitches. Gold sheets are the working packet for a meeting, built from the current record, not a second company.

Fundraise

Pitch

  1. Readiness
  2. Screening
  3. Pitch
  4. Deep Dive
  5. Closure

Pitch Day is the list. Pitch Polish is preparation. The deck stays on the record.

Pitch DayPitch Polish
Pitch stage chrome. Readiness through Closure. Tabs for Pitch Day and Pitch Polish.

How you engage

  • Pitch Day. Who is upcoming, pending, or completed. Same invitation-card pattern as Screening.
  • Pitch Polish. Story, traction, economics, risks, Q&A, follow-up. Preparation against the record.
  • Keep the deck current. Checklist and data room. Storyteller and Pitch Studio do not replace that file.

Pitch Studio

Pitch Studio is an add-on for assess and practice. Record a pass. It does not replace this stage and it does not replace the deck on the record.

Add-ons

Beside the raise, not instead of it

Pitch StudioAdd-on

Assess and practice the pitch. The deck still lives on the record.

Due Diligence ReportAdd-on

A report from what is already on this listing, not a second data room.

StorytellerAdd-on

A narrative pass over the same company record you already keep current.

Add-ons. Pitch Studio sits beside the raise.
Document checklistWhere the deck is required.Deep diveDiligence after the meeting.Add-onsPitch Studio, Report, Storyteller.
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The stageWhat you seeHow you engagePitch Studio