Fundraising for startups

Round Management and Fundraising are the two formats of DZB Invest's investment service: the same 8-stage process, with a different split of who runs each stage.

From structure to closing, in 8 stages.

The same process, two formats. See who runs each stage.

1. Setup
   Stage 00Ready in 30 days

   Formation / Legal structuring

   Review of the corporate structure and creation of the LTDA if needed. Definition of the fundraising layer.

   DZB InvestLopes Advogados
2. Preparation
   Stage 01

   Written thesis and fundraising thesis

   Company thesis (problem, solution, market, model) and fundraising thesis: use of proceeds and 12–18 month goals.

   DZB InvestFounders
3. Stage 02

   Profile and instrument

   Ideal investor profile; instrument (convertible note, SAFE, equity), entry valuation and minimum ticket.

   DZB InvestFounders
4. Stage 03

   Deck and pitch

   Deck derived from the thesis and pitch training with simulations and iterative feedback.

   Founders
5. Stage 04

   Target list and outreach strategy

   List of investors with a matching thesis; relationship cadence and governance outlook.

   DZB InvestFounders
6. Fundraising
   Stage 05

   Fundraising (roadshow)

   Direct investor outreach (email, LinkedIn, warm intros from the DZB network), CRM pipeline management and prep for every meeting.

   DZB InvestFounders
7. Stage 06

   Negotiation and term sheet

   Analysis of offers received, negotiation training and drafting/review of the Term Sheet (MoU/LOI).

   DZB InvestLopes AdvogadosFounders
8. Stage 07

   Investment agreements

   Definitive instruments: Convertible Note (BR) or SAFE (US), Side Letters and amendment of the Articles of Association.

   DZB InvestLopes Advogados
9. Closing
   Stage 08

   Closing and documentation

   Funds transfer, updated cap table, registration with the Board of Trade and a Closing Book telling the story of the round.

   DZB InvestLopes Advogados