Fundraising Summary Template and Examples
Used 3877 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 >
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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?
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.