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Fundraising Model Skill

Builds a fundraising financial model with use-of-funds and milestone plan.

Finance / Strategyfinancestrategy
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

Prompt“Build the financial model for our $3M seed raise.”
Beforegeneric AI agent
Here's a framework for your seed fundraising model:

**Revenue projections**: Build a 3-year forecast showing monthly revenue growth. Investors typically want to see a path to significant scale.

**Expense categories**: Break out payroll, sales & marketing, infrastructure, and G&A.

**Use of funds**: Show how you'll allocate the $3M — commonly around 60% engineering, 25% go-to-market, 15% operations.

**Runway**: Calculate how many months the raise gives you at your projected burn.

**Key metrics**: Include CAC, LTV, churn, and growth rate.

I'd recommend building this in a spreadsheet with monthly granularity for year one and quarterly thereafter.

Want me to detail any section?
Afterwith Fundraising Model Skill
SEED MODEL — $3M

USE OF FUNDS
  Engineering        $1,560K   52%   6 hires (4 BE, 1 FE, 1 infra)
  Go-to-market       $  810K   27%   2 AE, 1 marketer, $180K programs
  Ops & G&A          $  390K   13%   finance, legal, tooling
  Buffer             $  240K    8%   unallocated
                     ───────
                     $3,000K

  The buffer is deliberate and you should defend it in the room. A model
  that allocates 100% tells an investor you'll be back early.

RUNWAY
  Current burn      $95K/mo
  Post-raise burn   $210K/mo by month 6 (hiring ramps, not step-changes)
  Runway            22 months at plan · 18 months at 120% of plan
  Raise next        Month 15, from strength, not month 21 from need

MILESTONES THIS ROUND BUYS — the actual argument
  M6   $85K MRR · 3 reference logos · SOC 2 started
  M12  $220K MRR · net retention >110% · repeatable sales motion proven
  M15  $340K MRR ← Series A metrics, with 7 months of runway left

  Frame the raise as buying M15, not as buying 22 months. Investors fund
  the next milestone, not the runway.

THE THREE NUMBERS THEY'LL PUSH ON
  1. Month-6 hiring ramp — 6 engineers in 6 months is aggressive.
     Sensitivity: at 4 hires, M12 MRR is $180K, runway 25 months.
  2. CAC payback assumed at 14 months. Show the cohort it came from.
  3. 110% net retention with no expansion product yet. Name how.

Model in monthly granularity for Y1, quarterly Y2–Y3. Bring the
sensitivity tab — being asked for it and not having it is the tell.

About this skill

name: fundraising-model description: Use when Builds a fundraising financial model with use-of-funds and milestone plan.

Fundraising Model Skill

Creates the financial model investors expect during a raise: forecast, use-of-funds allocation, runway extension, and the milestones the round unlocks.

What you get

  • A fundraising model with use-of-funds and milestone map.

Customize your output

  • Adapt the assumptions, chart of accounts, and formatting to your company
  • combine with other AgentVolt finance skills.

Example output

A raise model showing runway and milestones for a sample round.

Best for

Founders raising capital.

SKILL.md preview

SKILL.md
---
name: fundraising-model
description: Use when a user needs a fundraising financial model built with use-of-funds allocation, runway extension, and a milestone plan for a raise.
version: 1.0.0
category: Finance / Strategy
author: AgentVolt
license: proprietary
tags:
  - finance
  - strategy
  - flagship
---

# Fundraising Model Skill

Builds the financial model investors expect during a raise: a forecast, use-of-funds allocation, runway extension, and the milestones the round unlocks.

## When to use

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