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LIVEVenture Deal · Series A Room12 files
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Venture Deal · Series A Room

An example Base built from a Series A financing file: pitch deck, investor memo, term sheet, cap table, financial model and board minutes. Every figure is cited back to the document it came from. All names and numbers are fictional.

Loopline Systems incorporated as Delaware C-corporation on March 18, 2023

12_Legal_IP_Summary · 12_Legal_IP_Summary.docx [¶1]

Delaware and New York good standing certificates requested July 2, 2026

12_Legal_IP_Summary · 12_Legal_IP_Summary.docx [¶1]

Booked ARR is $1.86M as of June 2026

02_Investor_Memo · 02_Investor_Memo.docx [¶1–44]

Run-rate ARR is $1.90M as of June 2026

02_Investor_Memo · 02_Investor_Memo.docx [¶1–44]
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12 files · 609 KB
DOCX10_Board_Minutes_Extract.docx38 KBDownload
DOCX11_Customer_Reference_Notes.docx38 KBDownload
DOCX12_Legal_IP_Summary.docx38 KBDownload
XLSX04_Financial_Model.xlsx16 KBDownload
CSV07_Customer_Pipeline.csv811 BDownload
DOCX08_Product_Roadmap.docx38 KBDownload

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