Fundraising Summary Template

Fundraising Summary Template and Examples

Used 314 times

Trying to raise funds? Define and visualize your financial plan and budget allocations with Xtensio’s powerful editing tools and graphic modules. Collaborate with your team to align goals and expectations. Give your investors a quick and powerful overview of your fundraising needs by sharing the summary as a responsive web page. All changes sync across all devices in real-time. Find tips on creating a strong fundraising summary in our How-To Guide >

Editable Fundraising
Summary Examples

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The need for this goes beyond startups and can be used by any scrum or agile team.

Ryan Dobson
Global Engineering Manager, Motorola

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Frequently Asked Questions

What is Xtensio?

Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.

What's a folio?

Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.

Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.

Do I have limits on the number of templates I can try?

No. You can try all of our free templates with any of our plans. The limitations are only on your active folios.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Is Xtensio really free?

Yes. You will never be asked to provide credit card information for Xtensio’s free account.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll create a private and branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents, lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the fundraising summary template for?

Creating a fundraising summary helps you define and visualize your financial plan and budget allocations. This is especially useful for startups trying to raise capital for operations and non-profits trying to raise funds for the greater good. It can also be used to outline a financial summary at larger companies, within individual departments or even your own personal expenses.

Do you have other templates specifically for startups?

We do! You can check out Xtensio for Startups to find other tools, templates and resources specific to guiding you through the process of launching products, finding product-market fit and capturing interest faster.

How do I create a strong description of my core product?

Making a memorable first impression is essential when trying to raise capital. This means giving your audience something they won’t be able to forget, which requires knowing how your product or service stands out in your market. You can use the SWOT analysis to determine what your strengths and weaknesses are and uncover potential opportunities and threats.

Can I add colleagues to edit my fundraising summary?

Yes! On the Business plan, you can invite as many people as you’d like to collaborate on your fundraising summary, ensuring your whole team is aligned. Here’s more on real-time collaboration.

How do I share my fundraising summary?

When you’re ready to share your fundraising summary, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for raising funds?

We do! There are a number of different templates, examples and resources to guide you through navigating the market and raising capital. Check out our Operations toolbox and our Investor Relations toolbox to find more tools and resources.

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