Fundraising pipeline template: free, editable diagram
Target list, intros, meetings, diligence, close. This starter has 9 steps and 1 decision points. Open it as a real canvas with shapes and arrows you can restyle, extend and share, then turn the action steps into tasks.
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What is in this template
9 steps, 1 of them decisions, in diagram order. Rename, remove or add branches once it is on your canvas.
- 1Decide the raise
- 2Build a target investor list
- 3Finish deck and data room
- 4Warm intros and first calls
- 5Investor interested?
- 6Note feedback and move on
- 7Partner meeting and diligence
- 8Negotiate term sheet
- 9Close and wire funds
Get the Mermaid source
Mermaid source
flowchart TD
prep([icon:target Decide the raise]) ==> list[icon:list-details Build a target investor list]
list ==> deck[icon:presentation Finish deck and data room]
deck ==> intros[icon:heart-handshake Warm intros and first calls]
intros ==> interest{Investor interested?}
interest -->|no| pass([icon:ban Note feedback and move on])
interest ==>|yes| diligence[icon:file-search Partner meeting and diligence]
diligence ==> terms[icon:file-text Negotiate term sheet]
terms ==> close([icon:circle-check Close and wire funds])
classDef tone-accent fill:#fae8ff
class prep tone-accent
classDef tone-info fill:#dbeafe
class list,deck,intros,diligence,terms tone-info
classDef tone-warning fill:#fef3c7
class interest tone-warning
classDef tone-danger fill:#fee2e2
class pass tone-danger
classDef tone-success fill:#dcfce7
class close tone-successPaste it into the free Mermaid editor or your own docs.
Questions
- What is the fundraising pipeline template?
- Target list, intros, meetings, diligence, close. It is a starting diagram you adapt to your own process.
- Can I edit it?
- Yes. It opens as normal shapes and bound arrows: rename steps, add branches, restyle, and collaborate live once you have an account.
- Do I need an account?
- No. You can open it in a guest canvas saved in your browser. Create an account to keep it and share it.