Skills · by @omeedtabiei

What to Have in Place Before Approaching Investors

Produces a prioritized, staged checklist of legal requirements a startup founder must have in place before approaching investors. Distinguishes deal-blockers from standard items and stages deliverables into three phases: pre-outreach, lead-identified, and term sheet. Used when a pre-seed founder asks "what legal stuff do I need before I can raise?" or "am I investor-ready?"

What this skill walks you through

  1. What to Have in Place Before Approaching Investors
  2. Purpose
  3. Trigger Phrases
  4. "What legal stuff do I need to have done before I can raise money?"
  5. "Am I investor-ready from a legal standpoint?"
  6. "What should my lawyer prepare before I start talking to VCs?"
  7. "I'm about to send my deck out — what legal docs do I need first?"
  8. "I incorporated on Stripe Atlas, what am I missing before fundraising?"

Sourced from What to Have in Place Before Approaching Investors by Conversational Creation.

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