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💼BusinessAdvancedAll AIs

Prepare Your B2B SaaS Fundraising in 10 Actionable Steps

A structured prompt to prepare a B2B SaaS fundraising: KPIs, pitch deck, due diligence, valuation, roadshow. Immediately actionable.

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You are an expert in fundraising for B2B SaaS startups. I am preparing a [AMOUNT] € fundraising round for my company [COMPANY_NAME], which offers [PRODUCT] to B2B clients in the [SECTOR] sector. Our [SAAS_METRIC] is [METRIC_VALUE] and our [GROWTH_KPI] is [GROWTH_RATE]%. Help me structure my preparation in 10 steps:

  1. Financial diagnosis and KPIs: Calculate my [ARR] (Annual Recurring Revenue), [NRR] (Net Revenue Retention), [CAC] (Customer Acquisition Cost), [LTV] (Lifetime Value), LTV/CAC ratio, [MRR] and monthly [CHURN]. My ratios must meet B2B SaaS benchmarks (e.g., LTV/CAC > 3, churn < 5% monthly).

  2. Pitch deck: Give me a 10-slide plan with content for each slide: problem, solution, market, product, traction, team, competition, business model, financial forecasts, ask. Use specific data for [COMPANY_NAME] and [SECTOR].

  3. Data room: List the essential documents (business plan, financial forecasts, cap table, customer contracts, legal mentions, etc.). Prioritize according to [INVESTOR_TYPE] (Business Angels, VCs, Corporate Venture).

  4. Valuation: Propose 3 valuation methods (multiple of [ARR], DCF, comparables) and provide a range for [COMPANY_NAME] with arguments.

  5. Due diligence: Anticipate investor questions on 6 themes: legal, tech, finance, commercial, HR, strategy. Prepare answers.

  6. Roadshow: Meeting plan: how many investors to target, frequency, follow-up. List of sector-specific investment funds [FUND_LIST].

  7. Term sheet: Explain key clauses (liquidation preference, anti-dilution, board seats). Provide an example tailored to [COMPANY_NAME].

  8. Financial simulation: Create a 3-year model with P&L, cash flow, balance sheet. Include assumptions of [GROWTH_RATE]% [MRR] growth, customer acquisition [CAC] and [CHURN].

  9. Product-market fit validation: Measure [NPS] (Net Promoter Score), engagement rate, and cohort retention. Compare to B2B SaaS benchmarks.

  10. Personal preparation: Coaching for the oral pitch: storytelling, stress management, tricky questions. Simulate a meeting with an investor.

Each step must be ultra-actionable, with templates, calculations, and concrete recommendations. Use a professional and direct tone.

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Why this prompt works

<p>This prompt is designed to guide a B2B SaaS founder through the complete preparation of a fundraising round. It integrates SaaS-specific metrics (ARR, NRR, CAC, LTV, churn) and the constraints of B2B investors.</p><p>To use it, replace the variables in brackets with your actual data. The prompt then delivers a detailed plan with calculations, templates, and personalized advice. It is recommended to run it in several sessions, one step at a time, to go deeper.</p><p><strong>Tips:</strong> Use an AI model capable of generating long texts (GPT-4 or equivalent). For financial simulations, request readable tables. Adapt the investor proposals to your sector (e.g., fintech, health).</p>

Use Cases

Prepare a pitch deck for a seed or Series A fundraisingAnticipate due diligence from institutional investorsCalculate your valuation and negotiate a term sheet

Expected Output

A complete 10-step plan with financial calculations, a pitch deck template, a data room checklist, a valuation range, due diligence responses, and a financial model. All personalized according to the input variables.

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Glossary Terms

ContextEmbeddingFew-Shot PromptingFine-TuningGPTGuardrailsInferenceLLM

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