Wow investors with your market knowledge and financial roadmap

thoughtbot has supported thousands of startups from an idea on a post-it to the MVP launch. Being able to effectively communicate your strategy to investors is a prerequisite to securing funding to get to the next level. With our partner Forecastr, we saw an opportunity to better support startups preparing to fundraise. Together we put together our best practices in Finance and Customer Discovery so you can build your own strategy and stand out to investors.

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Prepare to Fundraise Playbook

thoughtbot and Forecastr are experts in product strategy and financial planning, respectively. We’ve combined our knowledge and best practices on these two most critical elements of your investment pitch into a step-by-step playbook.

This playbook will help you clearly define and articulate your product-market fit and customer insights, as well as organize and communicate a sound financial strategy for growth and sustainability. With these elements solidified, you can stand apart from the rest!

Where should we send your Playbook?

Quote from startup

When we came to thoughtbot, we just had an idea on paper. They helped us figure out this market and product together.

Brian Gardiner
Co-Founder, SplitFit

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What's in the playbook?

  • Step-by-step guide to completing our go-to customer discovery exercises
  • Best practices for finding or regaining customer, product, and strategic focus
  • Instructions for using research to clarify product market fit and target customers
  • Suggestions for building and presenting a compelling financial narrative
  • Directions for building a flexible, high quality and robust financial model
  • Tips for financial readiness so you can make informed decisions and present a plan for growth