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Vivek Joshi

Director & CEO @ Exc... • 23d

Quick, step-by-step guide to the essential documents you need before the first investor intro — from pitch to close — all in 1:30 for YouTube Shorts. Start with a crisp Pitch Deck and Executive Summary, then a clean Cap Table and 12–24 month Financial Model. Prepare legal basics: Company Formation docs, IP assignment, and Founder Agreements. Ready investor materials: Due Diligence Folder, Customer/Revenue Proof, Term Sheet templates, and sample SAFEs or Convertible Notes. Have SPA/Subscription Agreements and Disclosure Schedules for closing. Bonus: a short NDA for sensitive chats. Nail these docs to speed up introductions and close faster. Like & share if this helped — more VC tips coming! #VCfunding #fundraising #startups #duediligence #entrepreneurship #excessedgeexperts #excessedgeexpertsconsulting #founders #businessgrowth #business #documents #vcfunding #venturebuilding

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