Milestones - ADV
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Company name:Company X
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Tracking start date:
01/11/2018
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This document is a way of us both tracking the strategic milestones your company aims to reach by the next funding round. We will work with you ahead of completing our investment to determine what you'll need to track.
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This is just a template so feel free to make a copy and adjust to your preference.
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Guide
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Milestones: What are the top three strategic milestones we need to reach for the next fundraise? You will own this but we will always be here and are happy to guide you through this at any stage. We suggest making 90 day, one year and by next round targets.
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Steps: Decide on which steps most accurately demonstrate your progress towards each milestone. You can determine which ones are most significant (as well as unrelated KPIs) and track them on the KPIs tab more closely (select in Column B).
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Actuals: Monthly tracking of your steps. Please set a forecast of your KPIs metrics (tab three) before closing investment. If there is a significant difference between projection and actual, you can add a comment explaning why (if applicable).
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Runway: As with any investor, we would like to see how long your company can survive if your income and expenses stay constant. Please update the cash position and expected burn rate every month.
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Reporting: Every quarter we report a few financials to our investors. Please update the fianncial information on a quarterly basis.
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RAG status: We'd like you to self-assess the progress you're making towards each milestone. You only need to update this when it changes.
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