The complete flow

Idea to term sheet,
in one continuous flow.

Here's exactly what happens from the moment a founder writes an idea card to the moment a round closes.

Sign up

Pick founder or investor. Verify identity, email, and LinkedIn in under 90 seconds.

Build your profile

Founders write an idea card. Investors define thesis, stage, sector, check size, exclusions.

Match engine runs

18 signals, updated continuously. You see the top 20 matches and why each one fits.

Pocket, message, close

Investors pocket and open chat. Founders share data rooms. Close directly in-app.

Fit scored across 18 signals.

Not a ranking. A match score. Here's what goes into it.

Stage alignment

Does the investor write checks at your stage? Pre-seed, seed, A, B, growth.

Check size fit

Your ask vs. investor's typical check range. Hard filter.

Sector thesis

Do they invest in your industry? FinTech, ClimateTech, AI, etc.

Geography

HQ, market, and regulated-region preferences.

Business model

B2B SaaS, D2C, marketplace, deep-tech, hardware.

Team signal

Repeat founder, domain experience, technical co-founder presence.

Traction tier

Revenue, growth rate, retention, user count — bucketed.

Co-investor network

Who else likely invests alongside this investor? We route signal.

Exclusion honoring

Conflicts, regulated segments, sin categories — strictly excluded.

From first line to first intro.

Day 0

Write idea card

Takes ~12 minutes. 280 words + deck.

Day 0

Matching runs

Top 20 investors routed within 2 hours.

Day 1–7

Pockets & replies

Median 6 replies, 2–3 intro calls.

Day 14–45

Close the round

DD, term sheet, commitments tracked in-app.

From pocket to portfolio.

Daily

Curated feed

5–15 new ideas/day — none below 70% thesis fit.

Anytime

Pocket & note

Shortlist with private tags and stage flags.

In-app

DD & data room

One-click access. Watermarked. Audit-logged.

Close

Commit & track

E-sign term sheet. Portfolio view auto-updates.

You also get access to a member-only resource library.

The day you create an account, the Library, Forum, Founder guides, Investor playbooks, document Skeletons, and interactive workbooks open up. They're gated for non-members so the signal stays high.

Curated library

9 books for founders · 9 for investors. YouTube channels, podcasts, newsletters — every entry has a one-line summary, Amazon link, and Google Books search.

Member-only · 50+ items

Document skeletons

Battle-tested copy-paste templates for the docs founders ship: pitch deck, one-pager, PRD, MVP scope, financial model, cap table, investor update, customer interview, co-founder agreement.

Member-only · 9 templates

Interactive workbooks

Apply Zero to One and Sarthak Ahuja's Daily Coffee with Startup Fundraising to your own startup. 40 fillable exercises that auto-save locally.

Member-only · 2 live · more coming

Founder guides

Deep, opinionated walkthroughs: writing the one-pager, the 10-slide deck, the data room, term sheets, co-founder agreements, negotiating the close, bridging to Series A, investor Q&A scripts.

Member-only · 9 guides

Investor playbooks

For partners, principals, angels, and syndicate leads: written thesis, the 30-min first meeting, parallelised diligence, cheque sizing, term-sheet anatomy, SPV ops, allocation discipline, exits.

Member-only · 9 playbooks

Discussion forum

Channels for fundraising, term sheets, diligence, product, hiring, show-and-tell. Real founders and investors swapping notes, not LinkedIn-grade posturing.

Member-only · 1.8k threads

The PocketFund blog

Weekly posts from the team — fundraising playbooks, market signals, product updates, and founder stories. Q1 funding pulse, matching-engine teardowns, real-deal walkthroughs.

Member-only · 80+ posts

Changelog

Twice-weekly product updates. Tagged New / Improved / Fixed. See exactly what shipped and when — sub-accounts, bulk CMS, theme system, discussion bidding.

Member-only · v6.9 → v7.4

Activity feed

Every page you view and key click is captured locally so you can pick up exactly where you left off. View it from your account profile, clear it any time.

Member-only · private to you
Sign up to unlock all resources →

Built for the work — not for the headlines.

Every resource above is shaped by what we keep seeing in real founder ↔ investor discussions on the platform. Here's the cleanest way to use them.

Compress the round.

Skip the blank-page tax

Open the pitch-deck, one-pager, and financial model skeletons — they're the structures investors expect. Save a week of formatting.

Pressure-test before the meeting

Run the Coffee Fundraising workbook end-to-end. The exercises surface every gap an investor will probe — valuation logic, ESOP top-ups, walkaway scenarios.

Read what closed deals look like

The 10-slide deck and 14-day negotiation guides include real artefacts from rounds that closed on PocketFund.

Stay sharp post-close

The monthly update skeleton is the one-hour-a-month discipline that keeps your future Series A lead warm. Investors who get monthly updates write 3× more follow-on cheques.

Ask the room

Stuck on a term-sheet clause or a hiring decision? Drop into the forum. The Term Sheets and Diligence channels alone get a few founder-to-investor exchanges every day.

More for founders →

Sharper thesis. Faster diligence.

Publish a real thesis

The written-thesis playbook is the 1-pager every fund should publish. It filters bad-fit deals out of your inbox before they arrive.

Run diligence in 14 days

The parallelised 14-day diligence playbook covers founder refs, customer refs, market, finance, technical, and legal — concurrently, not sequentially.

Size cheques with discipline

The cheque-sizing playbook models reserves across a 25-portfolio fund. The allocation discipline playbook stops drift under FOMO.

Lead a clean term sheet

The term-sheet anatomy for leads is what to ask for, what to leave out, and how to defend each clause — written for partners, not founders.

Help post-close in ways founders rate

The post-close playbook shows what 240 funded founders actually wanted from their investors — hiring intros (74%), Series-A relationship-building (61%), sounding-board on hard people decisions (58%).

More for investors →

Frequently asked.

How much does PocketFund cost a founder?

Free to launch your idea. We charge a 0.5% success fee only when a round closes, capped at $10k. See pricing.

Why are resources gated for members?

The forum, library, skeletons, workbooks, founder guides, investor playbooks, blog, and changelog all sit behind login. Two reasons. First, a verified-member-only forum stays high-signal — founders get answers from real, accountable investors instead of LinkedIn drive-by takes. Second, our skeletons and workbooks include real artefacts from rounds that closed on the platform; the founders who shared them did so on the understanding that they're not public Google-able assets. Sign-up is free for both founders and investors.

What activity does PocketFund capture about me?

Once you're logged in we capture page views and key clicks (NDA signs, bids placed, messages sent, profile saves, resource clicks) — locally, in your browser. You can see the full feed on your account profile and clear it any time. Nothing is uploaded; the feed exists so you can pick up exactly where you left off.

How are investors verified?

Every investor goes through a verification — accreditation docs, LinkedIn, professional references, and (for funds) AUM + prior deal proofs.

Who owns the data in my idea card?

You do. Ideas are yours. Visibility is fully under your control — public, matched-only, or private link.

Is PocketFund a broker-dealer?

No. We're a matching and workflow platform. Transactions happen directly between founders and investors — or via partner broker-dealers for regulated offerings.

Does PocketFund invest itself?

Not today. Our only incentive is matching the right founder with the right investor.

Ready to see it in action?

Spin up a founder or investor profile in under 2 minutes — no credit card.

Live

17 matches in the last hour

Across FinTech, AI, ClimateTech and SaaS.