Free Tools
Check your own work
before an investor does.
Everything here is free and stays free, with no gate and no signup required to use it. If it helps, the fastest way to go deeper is a fixed-price offer on the work page.
Tool 01
Data Room Readiness Checklist
What investors actually open first, and what ready looks like. The bar rises with every stage, so pick yours below.
At this stage investors are underwriting the team, the story, and the earliest signal. The room stays lean, but the fundamentals have to be spotless: clean incorporation, clean cap table, signed IP, and a simple model tied to what the round buys.
Optional
Want your gaps as a prioritized punch list?
Check off what you have above, then leave your name and email. I'll send you a sharper version of what's missing and what to fix first, based on where you are now. Free, and the checklist works fine without it.
Tool 02
Pitch Narrative Gap-Check
Eight honest questions. Every no is a line an investor will find on their own, so better you find it first.
Check off each one you can honestly answer “yes” to
Tool 03
Pitch Deck Outline
The eleven-slide structure investors expect, and the one thing each slide has to make them believe.
Tool 04
Investor Update Template
A structure that includes real wins and real challenges. Investors trust updates more when both are there.
Tool 05
Metrics & Formulas Cheat Sheet
The numbers investors ask about, each with the formula, what it actually tells them, and what healthy looks like.
Tool 06
Fundraising Terminology Cheat Sheet
Plain-English definitions for the terms that show up in term sheets and diligence, minus the legalese.
Want more like this?
I add new tools and templates here from time to time, drawn from the same fundraising and diligence work I write about on The Data Room. Leave your email and I will let you know when something new ships.