📊 Step 3 // How to prepare the documents you'll need

Be prepared and iterate quickly. Here are the documents you’ll eventually need during your process. Better to have them ready ahead of time.

• Company Overview (Sign up for Newsletter)

• ‘Send Ahead’ 10 Page Deck (Sign up for Newsletter)

• Longer Form Deck with Appendix (Sign up for Newsletter)

• Growth Model (Sign up for Newsletter)

• GTM Plan (Sign up for Newsletter)

• Data Room (Sign up for Newsletter)

Resources in video:

SaaS Financial Model (by Point Nine Capital)

Blog: How to Use SaaS Financial Plan 2.0

Canva

Docsend (by Dropbox)

Calendly