Board Meeting Pre-Read →

The document you send 48 hours before a board meeting — metrics, narrative, decisions, risks, and asks.

📄 1 template · Series A+

Pitch Deck Narrative →

Slide-by-slide story arc for a Series A deck — the questions each slide answers, mistakes to avoid, your narrative to fill in.

📄 1 template · Series A

Customer Case Study →

The structure for a case study that actually converts — headline, snapshot stats, challenge, solution, results.

📄 1 template · Any stage

Partnership Proposal →

The outreach email and one-page brief for opening and closing distribution, integration, or co-marketing partnerships.

📄 2 formats · Any stage

OKR Template →

Company and individual OKR templates for quarterly goal-setting — simple, opinionated, designed for teams of 3 to 30.

📄 2 formats · Any stage

Discovery Call Notes →

Structured notes for sales discovery calls — qualification, problem, success criteria, objections, next steps.

📄 1 template · Any stage

Customer Onboarding Plan →

A structured onboarding plan to share with every new customer — success metrics, timeline, team contacts, and what great looks like.

📄 1 template · Any stage

Weekly Team Meeting Agenda →

Full all-hands agenda and leadership standup format — structured to take under 45 minutes and actually move things forward.

📄 2 formats · Any stage

Sales Pipeline Tracker →

Spreadsheet structure, stage definitions, weekly review process, and health benchmarks for tracking deals from prospect to close.

📄 1 template · Any stage

90-Day New Hire Onboarding Plan →

A structured plan that takes any new hire from day one to fully productive in 90 days — with milestones, check-ins, and success criteria at every stage.

📄 1 template · Any stage

Hiring Pipeline Tracker →

Spreadsheet structure for tracking candidates from application to offer — with stage definitions, scorecard notes, and a weekly hiring review process.

📄 1 template · Any stage

Term Sheet Tracker →

Compare multiple term sheets side by side — economics, control, and investor quality — so you make the funding decision with clarity, not just speed.

📄 1 template · Pre-seed to Series A

Vendor Evaluation Scorecard →

A structured scorecard for evaluating software vendors, agencies, or service providers — so buying decisions are based on evidence, not sales calls.

📄 1 template · Any stage

Series A Data Room Checklist →

A complete checklist of everything investors expect in a Series A data room — organised by category with notes on what matters most.

📄 1 template · Pre-Series A

SaaS Metrics Dashboard →

Every SaaS metric defined with formulas and benchmarks, plus a monthly investor update format you can copy directly into your board email.

📄 1 template · Seed to Series A

Premium Playbooks →

Fundraising, hiring, ops, board meetings, pricing, GTM — 3,000+ words each with AI prompts built in.

AI Prompt Packs →

Hiring, fundraising, ops, and GTM prompt packs — copy, paste, get results in minutes.