---
type: pipeline
status: active
target_raise: 500000
valuation: 3000000
round: seed
owner: Jamie Patel
automation: human-review
tags:
  - finance
  - fundraising
  - investors
---
# Investor Pipeline

Seed Round [[Fundraising Tracker]]

**[[Target]]:** $500K at $3M post-money valuation
**[[Timeline]]:** Feb - [[Jun 2026]]
**Owner:** [[Jamie Patel]]

## [[Deal Terms]]

| Term | [[Value]] |
|------|-------|
| [[Round Size]] | $500,000 |
| Valuation (post-money) | $3,000,000 |
| [[Equity Offered]] | 16.7% |
| [[Investor Rights]] | Standard [[Safe]] [[Note]] terms |
| [[Use]] of Funds | 60% hiring, 30% product, 10% ops |

## [[Investor Pipeline]]

| Investor | Stage | Amount | [[Next]] Step | [[Notes]] |
|----------|-------|--------|-----------|-------|
| **[[Velocity Ventures]]** | 2 | $250K | Partner meeting Jan 15 | Strong interest, SaaS-focused |
| **Catalyst Fund** | "seed" | $150K | Intro call [[Scheduled]] | Referred by Sarah ([[DataDriven Co]]) |
| **Angel: [[Tom Chen]]** | [[Lead]] | $50K | Waiting on deck | Former DataCorp exec |
| **Angel: Maria Rodriguez** | Initial | $50K | Cold outreach | Head of Product at [[BigCorp]] |

**[[Total Pipeline]]:** $500K (matches target!)

**Stage Definitions:**
- Initial: First contact made
- 2: Had intro call, sent deck
- "seed": Diligence in progress (note: intentional string for schema demo)
- Lead: Verbal commitment pending paperwork

## Progress Tracker

**Completed:**
- [x] Build investor deck
- [x] Financial model
- [x] Data room setup
- [x] Reference customers identified

**In Progress:**
- [ ] Partner meeting with Velocity (Jan 15)
- [ ] Intro call with Catalyst (Jan 20)
- [ ] Follow up with Tom Chen

**Next Up:**
- [ ] Create updated product demo video
- [ ] Customer testimonial from [[DataDriven Co]]
- [ ] Q4 2025 metrics one-pager

## Pitch Deck Outline

1. Problem: Analytics tools are too complex or too simple
2. Solution: MetricFlow - sweet spot for SMBs
3. Market: $10B TAM, 500K target companies
4. Product: Live demo screenshots
5. Traction: 1 paying customer, 1 trial, 8 demos booked
6. [[Team]]: [[Alex Chen]] (eng), [[Jamie Patel]] (sales)
7. Roadmap: Q1-Q2 [[Features]] ([[Q1 2026 Roadmap]])
8. Financials: [[MRR Tracker]], [[Runway Calculator]]
9. Ask: $500K at $3M post

## Use of Funds

| Category | Amount | [[Purpose]] |
|----------|--------|---------|
| Hiring | $300K | Engineer (Q2), CSM (Q3), SDR (Q3) - see [[Hiring Plan]] |
| Product | $150K | [[Infrastructure]], features, [[Design]] |
| Operations | $50K | Marketing, admin, legal |
| **Total** | **$500K** | |

**[[Runway Extension]]:** 12 months → 16 months post-raise

## Timeline

| Week | Activity | Owner |
|------|----------|-------|
| [[Jan 6]]-12 | Finalize deck, warm intros | Jamie |
| [[Jan 13]]-19 | [[Velocity]] partner meeting | Jamie + Alex |
| [[Jan 20]]-26 | Catalyst intro, send deck | Jamie |
| [[Feb 1]]-28 | Diligence calls, follow-ups | Jamie |
| [[Mar 1]]-31 | Term sheet negotiations | Jamie |
| [[Apr 1]]-30 | Legal docs, close [[First]] $250K | Jamie |
| May 1-31 | Close remaining $250K | Jamie |

**[[First Close Target]]:** [[April 30]], 2026 ([[Need]] cash for Q2 hire)

## [[Investor Questions]] (Common)

**Q: Why [[Now]]?**
A: Post-COVID SMBs [[Are]] finally investing in [[Data]] infrastructure. [[Market]] timing is right.

**Q: How do [[You]] compete with Tableau/PowerBI?**
A: We're [[Simpler]] than Tableau ([[Faster]] setup), more powerful than [[Built]]-in [[Tools]]. We're the Goldilocks solution.

**Q: [[What]]'s your moat?**
A: Network effects [[Via]] template marketplace (coming Q3). Fast time-to-value is our wedge.

**Q: [[Unit Economics]]?**
A: Early data: $499 MRR, $200 CAC, 30x LTV/CAC. [[See]] [[MRR Tracker]].

## [[Related]]

- Runway: [[Runway Calculator]]
- Revenue: [[MRR Tracker]]
- Hiring: [[Hiring Plan]]
- Product: [[Q1 2026 Roadmap]]
- [[Reference]]: [[DataDriven Co]] (happy customer)
