Free planning aid
Fundraising readiness checklist
A printable checklist covering equity grants, stacked SAFEs, priced-round prep and common compliance flags. Built from RaisePlan’s free guides. Educational only.
US-focused. Not legal, tax, accounting or investment advice. Synthetic examples on the site are labeled; this checklist uses no company-specific numbers.
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What’s inside
- Cap table and equity-grant checks before you promise a percentage
- SAFE / note stacking checks (list every instrument, blended cap, two round scenarios)
- Priced-round prep: pool top-ups, denominators, pro forma rebuild
- Common US process flags to raise with counsel (not a legal checklist)
Related free reading: Stacked SAFEs · Equity grants · Priced-round dilution.
Optional paid bundle: RaisePlan Workbook + CapTable Lab, $29 one-time, synthetic example data. Not required for the checklist.