Fundraising Summary Template

Used 3399 times

Trying to raise funds? Define and visualize your financial plan and budget allocations with Xtensio’s powerful editing tools and graphic modules. Give your investors a quick and powerful overview of your business and fundraising needs.

Editable Fundraising
Summary Examples

Add to your dashboard with one click and use it as a starting point for your own project. Companies, concepts, people, and names below are imaginary. Designs and layouts are for your inspiration.

Your all-in-one productivity platform.

The new way to create, manage and share beautiful documents and presentations.

Collaborate

Collaborate

Create together, across the room or across the world.

Share

Share 

Share privately or publicly. You can even password protect.

Present

Present

With one click your folio turns into a full-screen presentation.

Download

Download

Export your work as PDF or PNG.

See Complete Toolboxes

Tools, templates and resources for every team.

Startup Tools

Launch better products and find product-market fit faster.

Consulting Tools

Simplify workflow, impress clients.

Digital Transformation Tools

Tools, templates, and resources to help you transform the culture within your organization.

Marketing Agency Tools

Create, share and manage key collateral on one platform.

Innovation Tools

Be the catalyst for change.

Used by the world’s top businesses.

281,684 users and counting.

Xtensio's Current Users
Xtensio's Current Users

The need for this goes beyond startups and can be used by any scrum or agile team.

Ryan Dobson
Global Engineering Manager, Motorola

I use Xtensio and find it really easy to use and it has everything I need. It’s a huge time-saver for me!

Jenny Johansson
UX Manager, Visma Advantage

Xtensio is a must have tool for startups, UI/UX and Product Management professionals.

Apurva Pathak
Technical Product Manager, Verizon

Frequently Asked Questions

What is Xtensio?

Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.

What's a folio?

Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.

Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.

Do I have limits on how many templates I can try?

No. You can try all of our free templates with any of our plans. The limitations are only on your active folios. On the Free Forever plan, you may have one active folio at a time. If you’d like to create another folio, you upgrade to one of our premium plans or delete the folio that’s currently active on your dashboard.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Your work belongs to you. Your folios are private unless you decide to share them or make them public. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Is Xtensio really free forever?

Yes. You will never be asked to provide credit card information for Xtensio’s free account.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you would have an increased folio limit, unlimited exports, removed Xtensio branding from all shared folios and other features such as password protection for your shared links, folio stats and the ability to create and save your own templates. Here’s more about our premium plans.

What would I use the fundraising summary template for?

Creating a fundraising summary helps you define and visualize your financial plan and budget allocations. This is especially useful for startups trying to raise capital for operations and non-profits trying to raise funds for the greater good. It can also be used to outline a financial summary at larger companies, within individual departments or even your own personal expenses.

Do you have other templates specifically for startups?

We do! You can check out Xtensio for Startups to find other tools, templates and resources specific to guiding you through the process of launching products, finding product-market fit and capturing interest faster.

How do I create a strong description of my core product?

Making a memorable first impression is essential when trying to raise capital. This means giving your audience something they won’t be able to forget, which requires knowing how your product or service stands out in your market. You can use the SWOT analysis to determine what your strengths and weaknesses are and uncover potential opportunities and threats.

Can I add colleagues to edit my fundraising summary?

Yes! You can invite as many people as you’d like to collaborate on your fundraising summary, ensuring your whole team is aligned. All of our plans, including your free account, allow you to add an unlimited number of collaborators. Here’s more on real-time collaboration.

How do I share my fundraising summary?

When you’re ready to share your fundraising summary, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG. All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for raising funds?

We do! There are a number of different templates, examples and resources to guide you through navigating the market and raising capital. Check out our Operations toolbox and our Investor Relations toolbox to find more tools and resources.

Living presentations and documents.

One platform to create, collaborate, share and present.

By clicking "Get Started - Free Forever!" I agree to Xtensio's Terms of Service.

Pin It on Pinterest