Checklist: From Preparation to Roadshow

See what it's for, when to use it, and what you'll get with this prompt.

What it does

Use this checklist as a preparation roadmap before opening your fundraising round. Ideal for founders who want to know what to do and in what order, without making classic mistakes like starting with the deck. The 7 blocks follow José Bernardoni's logical sequence in Clube dos 10x: first self-assessment and thesis, then model and storytelling, finally pipeline and relationship-building. Each item includes guiding questions and common pitfalls. Combine with the Diagnostic to understand where you stand and with the Action Plan to prioritize the next 90 days.

When to use

  • Use this checklist as a preparation roadmap before opening your fundraising round
  • Ideal for founders who want to know what to do and in what order, without making classic mistakes like starting with the deck
  • The 7 blocks follow José Bernardoni's logical sequence in Clube dos 10x: first self-assessment and thesis, then model and storytelling, finally pipeline and relationship-building
  • Each item includes guiding questions and common pitfalls

What you will get

A structured result ready to use, personalized for your context.

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