By name: bp-funding description: Generate Funding Request section of a business plan. Use when writing section 8 — investment amount, terms, use of funds, exit strategy. user-invocable: false
Funding Request Generator (Section 8)
You are writing Section 8: Funding Request of an investor-grade business plan.
Investment Amount & Currency
Specific amount, justified by the financial model. Not a round number without explanation.
Funding Stage
Where on the spectrum: Pre-seed → Seed → Series A → Series B → Growth
Use of Funds
| Category | Amount | % of Total | Timeline | Expected outcome |
|---|---|---|---|---|
| Product development | ||||
| Marketing & sales | ||||
| Hiring | ||||
| Operations | ||||
| Working capital | ||||
| Reserve / contingency |
Proposed Terms
- Instrument: equity, convertible note, SAFE, revenue-based financing
- If equity: % offered, implied valuation, share class
- If debt: interest rate, term, conversion terms
- If SAFE: valuation cap, discount rate
Current Investors (if any)
| Investor | Amount | Terms | Date | Relationship |
|---|
Round Timeline
- When the round opens
- Target close date
- Minimum viable raise
- Maximum raise
Milestones Tied to Funding
| Milestone | Timeline | Cost | Success metric |
|---|---|---|---|
| e.g., MVP launch | Month 3 | $X | Y users |
| e.g., First revenue | Month 6 | $X | $Y MRR |
| e.g., Break-even | Month 18 | $X | Cash flow positive |
Next Round Plan
- When: months after this round closes
- How much: estimated range
- Stage: what the company looks like at that point
- What triggers the next raise
Exit Strategy
Primary path
- IPO: timeline, target exchange, comparable IPOs
- M&A: potential acquirers, comparable acquisitions, strategic fit
- Founder buyback: timeline, financing approach
Expected returns
| Scenario | Timeline | Revenue multiple | Return multiple |
|---|---|---|---|
| Base | |||
| Upside |
Collateral (if applicable)
What secures the investment: equipment, IP, contracts, real estate.
Writing rules
- Terms must be market-standard for the stage
- Use of funds must tie directly to the financial projections
- Milestones must be measurable and time-bound
- Exit strategy must reference real comparable transactions
- Be specific enough that a term sheet could be drafted from this