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🏢 Business & Strategy

Free Fundraising Story Completeness Check Template

Score your pitch narrative on problem, solution, market story, model and ask, and get an AI report pinpointing which beat loses conviction.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score your pitch narrative on problem, solution, market story, model and ask, and get an AI report pinpointing which beat loses conviction.

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About this template

Decks get passed on not for weak data but for missing beats: a problem nobody feels, a market story without timing, an ask without a use-of-funds logic. This check scores the narrative the way partners listen to it — problem, solution, market, model, ask — and the AI report pinpoints the beat where conviction leaks, with the specific evidence each missing beat needs.

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Template at a Glance

TemplateFundraising Story Completeness Check
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forFounders · Fundraising coaches · Advisors
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Problem framing, Solution & demo, Market narrative, Model & numbers, Ask & use of funds — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders

Fix the story before the meetings.

2

Fundraising coaches

A structured session input.

3

Advisors

Triage pitch maturity fast.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. A stranger feels the problem within one sentence (1–5)
  2. The solution is demonstrable, not merely described (1–5)
  3. Our market story includes size and why now (1–5)
  4. Our business numbers survive one follow-up question (1–5)
  5. The ask is tied to milestones funders can check (1–5)
  6. Which question in your last pitch had no good answer? (open)
  7. What proof would make the problem undeniable? (open)
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Frequently Asked Questions

Is this a pitch deck review?
It scores the narrative structure behind the deck — the five beats that carry conviction — rather than slide design or ordering.
Should founders score themselves or have others do it?
Founders first for the hypothesis, then an advisor or investor-friendly reader for reality; the report is written for the gap.
Which framework are the five beats from?
A synthesis of standard early-stage narrative structure (problem-solution-market-model-ask); original scoring design, not a licensed method.
What does the AI report say about the ask?
Whether the raise amount, milestones and use-of-funds logic connect into a fundable story, and what evidence closes each gap.
When in the fundraising process to use this?
Before first meetings and after any string of soft nos; repeated polite interest without momentum is usually a missing beat.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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Run the Fundraising Story Completeness Check this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.