FREE PLAYBOOK
Prepare to Fundraise Playbook
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Product strategy and financial metrics are two of the most common stumbling blocks for founders. We teamed up with thoughbot to address them both in this one simple guide!
Follow these straightforward plays to get your product and your finances ready for the scrutiny of fundraising and due diligence.
Product by thoughtbot. Finance by Forecastr.
What you'll learn

Define your ideal audience
Define your audience segments and customer journey. Identify which features they need most.

Know every metric that matters
Impress investors with in-depth insights about every finance metric that matters for your business.

Build trust and confidence
Earn the goodwill of your potential investors with clear, buttoned-up strategies for product and finance.
Startup fundraising preparation playbook
Solid strategies for product and finance
Product strategy
thoughtbot gives you a simple process for awesome customer discovery, market segmentation, and road map planning. The framework includes:
- How to pinpoint📍 your biggest product development opportunities
- How to map your customer journey
- How to test your messaging at scale
- Lots more, with some other free resources thrown in!
Financial metrics
We give you a repeatable process you can run every month to get better control, visibility, and reporting from your existing financial data.
- Free financial template to match most business models
- How to set realistic forecasts
- How to identify your biggest operational strengths and weaknesses
- Know every key metric, including runway