shift^ Venture Fundraising - Application
CEO (legally responsible)
Current Committed Amount Size
Current Committed Investors
One-pager / Executive Summary
Founders’ bios and key team members resumes
Certificate of incorporation
Articles of association / company bylaws or operating agreement
Board meeting minutes (recent/relevant)
IP assignments (founders and employees)
Regulatory compliance and any permits or licenses
Contracts with key employees, advisors, or contractor
Option pool details (ESOP)
Key stakeholders vesting schedules, Grant Agreements
Historical financial statements (P&L, balance sheet, cash flow – last 2–3 years)
Current financial model (with assumptions)
Burn rate and runway analysis
Cap table (as .xls, with pre- and post-money scenarios)
Details of prior funding rounds (previous investment agreements and terms SAFE, convertible notes, equity)
Details of existing debt or equity obligations
Valuation
Detailed descriptions of products or services
Product roadmapT
Technical architecture overviewI
IP details (patents filed/granted, trademarks, copyrights)
Information on product certifications and standards compliance
Key product demos / screenshots / videos
Hosting and infrastructure details
Security, data privacy, and compliance (e.g., GDPR, SOC 2 readiness)
GTM strategy and channels
Target market and TAM/SAM/SOM estimates
Key metrics (CAC, LTV, churn, MRR/ARR, etc.)
Sales pipeline / CRM screenshots
Customer testimonials / references / LoIs / MoUs
Competitive landscape and competitor analysis
Marketing materials and branding guidelines
Key contracts or LOIs w/customers, suppliers, partners (redacted versions)
Organizational chart and key management bios
Employee list with roles and responsibilities
Summaries of employee benefits and policies
Details on any stock option plans and awards
Growth metrics (monthly/quarterly)
User engagement statistics
Benchmarks and cohort analyses
Partnerships or strategic alliances
Known risks and mitigation strategy
Litigation or IP disputes (if any)
Insurance policies (D&O, cyber, etc.)
Any prior due diligence conducted by other investors
Environmental, Social, and Governance (ESG) assessments
Third-party audits or evaluations (financial, security, IT)
Press coverage / media mentions
Awards, certifications, industry recognition
Accelerators / incubator program materials
Advisory Board / Mentors
Acceleration / Start-up Programs
