Top Free Fundraising Templates

Fundraising is a vital process for supporting various causes, projects, and organizations. It enables the collection of necessary funds to drive social change, support innovation, or aid those in need. A Fundraising Notion template can streamline the organization and tracking of fundraising efforts, making it easier to manage campaigns, communicate with donors, and measure progress towards financial goals.

Before you dive into creating your own fundraising campaign, take a look at these Fundraising Notion templates to simplify the process and enhance your efficiency.

What Should Fundraising Templates Include?

Choosing the right fundraising template can streamline your campaign and enhance your team's efficiency. Here are key components to look for in a Notion fundraising template:

  1. Goal Tracking: A good template should have a clear and easy-to-use goal tracking system that allows you to set, monitor, and update your fundraising targets.

  2. Donor Management: It should include features for managing donor information such as contact details, donation amounts, and engagement history to help personalize interactions.

  3. Financial Reporting: Look for templates that offer detailed financial reporting tools to track donations and expenses, ensuring transparency and accountability.

  4. Event Planning: If your fundraising involves events, ensure the template includes an event planning section to manage dates, venues, and attendee information.

Selecting a template with these components will help you organize and execute your fundraising efforts more effectively, ensuring better results and smoother operations.

What Should Fundraising Templates Avoid?

When selecting a fundraising template in Notion, it's essential to be aware of certain features that might hinder your campaign's effectiveness. Here are a few components to steer clear of:

  1. Overly Complex Layouts: Templates with complicated designs can confuse potential donors. Opt for simplicity to ensure users can navigate easily and focus on your message.

  2. Generic Content: Avoid templates that do not allow customization of content. Personalizing your message to reflect your cause and goals increases engagement and donations.

  3. Limited Data Fields: Ensure the template can capture all necessary donor information. Templates with too few data fields can limit your ability to follow up and build relationships with donors.

Choosing the right template involves more than just aesthetics; it's about functionality and how it aligns with your fundraising objectives. A well-chosen template can significantly boost your campaign's success.

1資金調達データベース

このデータベースで、投資家とのやり取りをすべて記録しておきましょう。各投資家とのやり取りのステータス(例:ミーティング予定、条件交渉中、確定)を管理し、最後にコンタクトを取ったのがいつかも記録しておきます。各行をページとして開き、議事メモを保存したり、要対応事項のチェックリストを作成したり、該当するVCのビデオやポッドキャストを埋め込んだりすることが可能です。

このデータベースは、ステータスごとにグループ化されたボードとして表示されるので、どの投資家がプロセスの各ステージにいるのかを確認し、資金調達を進めていくことができます。

資金調達データベースのテンプレートのプレビュー

2AI:ピッチ内容の生成

スタートアップ企業でプロダクトの提案を何から始めたらいいか迷ったら、AIに聞いてみましょう。

投資を納得させ、ファンディングで次のラウンドに進むための完璧な台本を提案します。

AI:ピッチ内容の生成のテンプレートのプレビュー

3The Ultimate Data Room

Embark on your entrepreneurial journey with confidence using my Startup Data Room Template. This all-encompassing toolkit is designed to get you in touch with what you need in your data room for a successful fundraising. You can use it as centralized hub for crucial information across three key domains: Investment, Legal, and Commercial. Yet, it's primarily made to inform you about what you need and aggregate all the information in a central spot.

🌐 Investment Round:
- Pitch Deck: Craft an irresistible presentation that captivates investors.
- Vision and Strat: Define your startup's vision and strategic objectives.
- Metrics Dashboard: Visualize your performance metrics with clarity.
- Financial Model: Build a robust financial model for insightful projections.
- Financial Plan: Develop a comprehensive plan for financial success.
- Market Size Analysis: Dive into detailed market size assessments.
- Cap Table: Manage and organize your capitalization table effortlessly.
- Competitive Analysis: Conduct a thorough analysis of your competitive landscape.
- Valuation Analysis: Dive into detailed valuation assessments.
- Term Sheet: Clearly outline the terms of your investment deal.
- Investors FAQ: Anticipate and address potential investor queries.

⚖️ Legal Cornerstones:
- Company Registration: Navigate the process of company registration seamlessly.
- Memorandum of Association: Formalize your company's structure.
- Articles of Association: Outline the articles governing your startup.
- SEIS/EIS Advance Assurance: Secure tax benefits with advance assurance.
- Employment Contracts: Establish clear and comprehensive employment terms.
- NED LoA: Formalize agreements with Non-Executive Directors.
- Advisors and Consultant Contracts: Structure agreements with key contributors.
- Sweat Equity: Define terms for contributors receiving equity.
- IP: Safeguard your intellectual property.
- Insurances: Ensure comprehensive insurance coverage.

📈 Commercial:
- Business Roadmap: Develop a clear roadmap for your business journey.
- Strategic Roadmap: Align your strategies with a well-defined roadmap.
- GTM Strategy: Nail your go-to-market strategy for success.
- Product Demo: Showcase your product with a compelling demo.
- Marketing Plan: Execute your marketing plans with precision.
- Sales Pipeline: Manage and optimize your sales pipeline effectively.
- Commercial Agreements: Document and streamline your commercial agreements.
- Commercial Contracts: Outline the details of your commercial contracts.
- Feasibility Reports: Prepare detailed reports outlining project feasibility.
- Employees and Hiring Plan: Plan for growth with a detailed hiring strategy.


The Ultimate Data Roomのテンプレートのプレビュー

4Data room

A data room is a valuable tool for your startup during its fundraising process, giving potential investors a deep insight into your business. This template will get you up and running quickly and give you a central location to store your documents, business details, and important data.

Data roomのテンプレートのプレビュー

5Fundraising tracker

Accidentally emailing an investor you've already pitched, or showing up to a meeting unprepared is like the real-life version of that dream where you show up to a class in your underwear. So use this template as one place where you can track every contact and your communication history.

Track different kinds of data in the same database — whether it's average check size, emails, or warm contacts. View contacts by status to see which investors you've won or lost, and how much progress you're making. Then click into each investor's subpage to add meeting notes, links to their websites, or pitch prep.

Fundraising trackerのテンプレートのプレビュー

6Presentation Assistant w/ AI

Experience a new level of efficiency in presentation preparation with our meticulously crafted Notion template. Seamlessly integrate AI prompts that guide you through content creation, providing valuable insights and enhancing the overall structure of your presentation. Navigate the preparation process effortlessly with a comprehensive checklist included in the template, ensuring no crucial aspect is overlooked. Whether you're a seasoned presenter or just starting, this versatile template empowers you to create engaging and impactful presentations with ease, making your preparation journey both insightful and efficient.

Presentation Assistant w/ AIのテンプレートのプレビュー

7スタートアップ・ピッチデッキ

Notionの「スタートアップ・ピッチデッキ」テンプレートを使って、あなたのスタートアップのビジョンを打ち出しましょう。このテンプレートは、あなたのビジネスアイデアや市場分析、戦略的プランなどを、潜在的な投資家やパートナーに説得力を持ってプレゼンテーションできるように設計されています。

スタートアップ・ピッチデッキのテンプレートのプレビュー

8投資家向け最新情報

このテンプレートを使用すれば、投資家にいつものまとまりのない最新情報を送信するのではなく、会社の進捗状況をより包括的で読みやすい形で提供できます。

投資家向け最新情報のテンプレートのプレビュー

9ピッチデック(ピッチ資料)

パワーポイントのピッチデックはもう終わりです。代わりに、インタラクティブなNotionページで投資家に強い印象を与えましょう。投資家を情報で圧倒することなく、あなたのビジネスについて投資家が持ちうるすべての質問を予測することができます。

Notionギャラリーを使用して、主なユースケースや顧客、および担当チームを提示します。ギャラリーのサブページにテキストや画像などの詳細を追加して、投資家が興味のある項目をピックアップして読み込むことができるようにします。また、競合他社のデータベースを含めることで、自社の位置づけを投資家に簡単に示すことができます。

ピッチデック(ピッチ資料)のテンプレートのプレビュー

10Funding OS:資金調達管理ツール

Funding OSは、創業者が資金調達を獲得・管理するためのツールです。CRMのように機能しますが、資金調達に必要な要件もカバーします。私が5年間、経営者とともに資金調達のラウンドをサポートしてきた経験をもとに作りました。

Funding OS:資金調達管理ツールのテンプレートのプレビュー

Closing Thoughts

Utilizing these templates streamlines the fundraising process, allowing you to focus more on outreach and less on administrative tasks. They are designed to enhance efficiency and organization.

Start implementing these tools today to see a significant improvement in your fundraising efforts. The ease of use and accessibility provided can make a substantial difference in achieving your goals.

What is a Seed Capital?

Seed capital refers to the initial funding used to start a business, often sourced from personal assets, friends, or family, before approaching larger investors.

What is an Angel Investor?

An angel investor is an individual who provides capital for a business start-up, usually in exchange for convertible debt or ownership equity.

What is a Pledge Drive?

A pledge drive is a fundraising event conducted over a period of time where individuals commit to donating a specific amount of money to an organization.

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