Preparing for Equity Fundraising



Your Fundable Business Plan Profile is geared toward conveying the most salient business details to an investor in a concise manner. You may also choose to provide supplemental information as a download.

Executive Summary (required)

Your Executive Summary is a high level overview of what your business does, how your product works, and your strategic plan to develop the business. The summary needs to be enough to engage a potential investor but is not intended to be comprehensive. That's the function of your Business Plan.

Fundraising Terms (required)

The parameters and terms of your offering need to be determined before you launch your campaign. This includes the amount that you are looking to raise, the percentage of equity you will provide potential investors, and any relevant deal terms that are pursuant to your particular deal. You must also include a set fundraise duration, so that investors know when the deal is expected to close.

Business Plan (optional)

Your Business Plan should include a detailed analysis of your market segment, sales and marketing strategy, strategic growth plan, and corresponding financial plan. Fundable does not require that you present a full Business Plan ,however it is a helpful tool to convince prospective investors that you have thoroughly planned the execution of the business.

Pitch Deck (optional)

The Pitch Deck is a more visual version of your Executive Summary, most widely used for in-person presentations. More and more, the Pitch Deck is replacing the Executive Summary as the first document requested by investors, mainly because it forces entrepreneurs to be brief, which investors appreciate.

Financials (optional)

Investors will want to see your use of funds and financial projections at a minimum. Providing this information as a downloadable file on your profile is highly recommended before launch. Fundable does not require this section, however, any serious investor is going to request this information before making a commitment to your company so its critical information to have on hand.

Closing Documents (optional)

Upon fundraise close, you will need to have specific documents prepped. For example, you’ll need to complete a Subscription Agreement which provides detailed terms of the investment to all committed investors. It is helpful to have these documents prepared in a draft format prior to fundraise close. They can also be drafted once funds have been verbally committed.


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Fundable is a software as a service funding platform. Fundable is not a registered broker-dealer and does not offer investment advice or advise on the raising of capital through securities offerings. Fundable does not recommend or otherwise suggest that any investor make an investment in a particular company, or that any company offer securities to a particular investor. Fundable takes no part in the negotiation or execution of transactions for the purchase or sale of securities, and at no time has possession of funds or securities. No securities transactions are executed or negotiated on or through the Fundable platform. Fundable receives no compensation in connection with the purchase or sale of securities.