fundraising-bp-planner

Fundraising BP Outline Generator

One-sentence requirement → complete fundraising BP outline: Through a structured SOP process, transform startup project information into a fundraising BP outline containing the six core modules "Problem → Solution → Market → Business Model → Team → Financing Needs", and provide data presentation suggestions for each module.

When to Use

Use this skill when:

The user needs to generate a fundraising BP outline or business plan content framework
The user mentions keywords such as fundraising BP, business plan, pitch deck, fundraising outline, etc.
The user expresses needs such as "help me write a BP", "sort out my fundraising thinking", "prepare investor materials", etc.
The user needs a Chinese fundraising BP outline (six major modules + data presentation suggestions)

Do NOT use this skill if:

The user needs an editable PPTX file → use pitch-deck-creator instead
The user needs an English pitch deck outline → use investor-pitch-planner instead
The user needs an 18-page Chinese-style PPT visual specification → use business-plan-ppt instead
The user needs a specific narrative framework (Sequoia/YC/Raskin) → use the corresponding framework skill
The user needs to convert an existing PPT into a webpage → use deck-web-converter

Typical triggers:

"Help me write a BP" "sort out my fundraising thinking" "prepare investor materials" "fundraising outline"
"fundraising outline", "pitch deck framework", "BP structure"

Quick Start

The user only needs to provide a basic description of the project, and the Agent automatically generates the fundraising BP outline according to the following process:

用户：我们做了一个面向中小企业的智能财务SaaS，想融Pre-A轮
Agent：[按 SOP 流程输出完整融资 BP 大纲]

Workflow

This workflow follows the six-step advancement method, with 6 steps in total:

Probe: Before starting, first read all inputs completely and confirm the goals and constraints.
Constrain: Verify input completeness, set boundaries and non-degradable delivery standards, and switch channels when blocked.
Evidence: Every number must come from the input, a specific source, or reproducible calculation, and supporting data must be collected.
Execute: Call scripts/APIs/generate content, giving impact and conclusions first, then actions and necessary evidence.
Verify: Verify with actions that "could fail"—read back the output in a way different from the generation path.
Deliver: Return the results and clean up temporary files.

Step 1: Probe

Fully read the project description provided by the user, identify the project's industry, target customer group, product form, and development stage. Extract the core information needed to build the BP outline.

Step 2: Constrain

Select the interaction mode according to the level of detail of the user's input (guided mode/semi-automatic mode/fully automatic mode/quick mode), and set boundaries and non-degradable delivery standards:

The six major modules must be complete (Problem, Solution, Market, Business Model, Team, Financing Needs)
Each module must include data presentation suggestions
The market size must have a three-layer breakdown of TAM/SAM/SOM
The use of funds must have percentage allocation
Milestones must have measurable indicators
No hard-coded data; all placeholders are marked with [square brackets]
Switch channels when blocked, do not downgrade deliverables

Step 3: Evidence

Every number must come from the input, a specific source, or a reproducible calculation:

Market size data must indicate its source (public data/industry reports/internal company data/estimation)
Business data (user count, revenue, growth rate, retention rate, etc.) comes from user-provided information
Team background comes from user-provided information; do not fabricate
Self-estimated data must state the assumptions
Collect supporting data; do not fabricate traction or market size

Step 4: Execute

Following the detailed SOP process, generate the outline content module by module, first giving impact and conclusions, then actions and necessary evidence. See “Detailed SOP Process” below.

Step 5: Verify

Use the quality checklist to verify item by item—read back the output in a way different from the generation path:

All six modules are complete
Each module has data presentation recommendations
Market size has a three-layer breakdown of TAM/SAM/SOM
Use of funds has percentage allocation
Milestones have measurable indicators
Data sources are marked or the user is prompted to supplement them
Total page count is controlled within the recommended range of 10-15 pages
The list of information to be supplemented is non-empty
No hard-coded data

Step 6: Deliver

Return the complete BP outline document (in Markdown format), including the content points, data presentation recommendations, and presentation recommendations for each module. Clean up temporary files. If the user has feedback, locate the affected modules and re-execute from the corresponding Phase, cascading updates to all affected content.

Detailed SOP Process

Phase 1: Project Information Collection

Objective: Extract the core information needed to build the BP outline from the user's description.

Operating Steps：

Parse the project description: Identify the project's industry, target customer group, product form, and development stage
Ask clarifying questions(up to 5 key questions):
- What is the core pain point the project solves? How do target users currently deal with this problem?
- What stage is the product currently at? (Concept stage / Has MVP / Has paying customers)
- What key business data can be shared? (User count, revenue, growth rate, retention rate, etc.)
- What are the backgrounds of the core team members? (Especially industry-related experience)
- What is the target amount of this financing round and the use of funds?
If the user requests to skip clarification, then continue based on reasonable assumptions and mark them in the “Information to Be Supplemented” section of the outline

Output: Project information summary (no more than 200 words)

Phase 2: Problem Definition (Problem)

Objective: Clearly define the pain points faced by target users, so investors feel the authenticity and urgency of the problem.

Operating Steps：

Pain point description：
- Summarize the core pain point in one sentence
- Describe the target users' current solutions and their shortcomings
- Quantify the impact of the pain point (time cost, monetary loss, efficiency loss, etc.)
Recommended outline content：
- Core pain point statement (1 sentence)
- Current situation description (how users currently cope)
- The scale and impact of the pain point

Data presentation suggestions：

Data type	Presentation method	Description
Scale of users affected by the pain point	Large numbers + brief note	E.g., "32 million SMEs face this problem"
Shortcomings of existing solutions	Comparison table (current state vs. ideal)	Highlight the sense of gap
Losses caused by the pain point	Single core number	E.g., "Each company wastes XX million yuan per year on average"

Output: Problem module outline + data presentation suggestions

Phase 3: Solution

Goal: Show how the product solves the problems defined in Phase 2, highlighting differentiated value.

Steps：

Solution description：
- Explain in one sentence what the product is and what it does
- List 3 core features/value points (no more than 3, stay focused)
- Explain the differentiated advantages versus existing solutions
Suggested outline content：
- One-sentence product positioning
- Core value proposition (3 key points)
- Product demo/screenshot key points description
- User before-and-after comparison

Data presentation suggestions：

Data type	Presentation method	Description
Product effect comparison	Before / After comparison chart	E.g., "Processing time reduced from 3 days to 2 hours"
Core feature highlights	Icon + keyword + one-sentence description	Show 3 features side by side
User feedback/cases	Quote cards (avatar + quote + identity)	1-2 genuine user reviews

Output: Solution module outline + data presentation suggestions

Phase 4: Market Analysis

Goal: Prove the market is large enough and growing fast enough to be worth investors' attention.

Steps：

Market size estimation：
- TAM (Total Addressable Market): how large the entire market is
- SAM (Serviceable Available Market): the market you can reach
- SOM (Serviceable Obtainable Market): the market you can capture in the short term
- Note data sources (industry reports, public data; self-calculated estimates must explain assumptions)
Market trends：
- 2-3 key trends driving market growth
- Opportunity windows brought by policy, technology, or behavioral changes
Competitive landscape：
- Main competitors (2-4 companies) and their positioning
- Your own differentiated positioning
Suggested outline content：
- TAM/SAM/SOM numbers
- Market growth trends
- Competitive landscape positioning

Data presentation suggestions：

Data type	Presentation method	Description
TAM/SAM/SOM	Concentric circle chart or funnel chart	From largest to smallest, label the amount and calculation basis for each layer
Market growth rate	Line chart or CAGR figure	E.g., "Compound annual growth rate 25%"
Competitive landscape	2×2 matrix chart	Choose two key dimensions to position yourself and competitors
Market trends	Trend list with icons	2-3 trends, each with one sentence

Output: Market module outline + data presentation suggestions

Phase 5: Business Model

Goal: Explain how you make money and how you grow, so investors understand the feasibility of the business logic.

Steps：

Revenue model：
- Main revenue sources (subscription fees / transaction commissions / advertising / value-added services, etc.)
- Pricing strategy and average order value
- If there are multiple revenue lines, explain the priorities
Key metrics(choose applicable ones based on the project stage):
- Early stage: user growth rate, retention rate, customer acquisition cost (CAC)
- Growth stage: monthly recurring revenue (MRR), customer lifetime value (LTV), LTV/CAC ratio
- Mature stage: gross margin, net profit margin, unit economics model
Growth flywheel：
- Describe the core growth engine (product-driven / sales-driven / channel-driven)
- The possibility of network effects or economies of scale
Recommended outline content：
- Revenue model explanation
- Key business metrics
- Growth strategy

Data presentation suggestions：

Data type	Presentation method	Description
Revenue model	Flowchart or revenue structure chart	Clearly show where the money comes from
Key metrics	KPI dashboard style	3-5 core numbers, highlighted in large font
Growth trend	Bar chart (monthly/quarterly)	Show the growth curve of revenue or users
Unit economics model	Simplified formula chart	E.g., "LTV ¥X > CAC ¥Y, payback period Z months"

Output: Business model module outline + data presentation suggestions

Phase 6: Team

Goal: Show that the team is capable of implementing the plan and strengthen investor confidence.

Steps：

Core team：
- List 3-5 core members
- Each person includes: name/title, role, core background (one sentence)
- Highlight experience relevant to the project (industry experience, technical capabilities, success stories)
Team strengths：
- The team's complementarity (technology + business + industry resources)
- The team's unique advantages (why this team is the one to do this)
Advisor/investor endorsement(if any):
- well-known advisors or early investors
suggested outline content：
- Introduction to the core team
- Team highlights
- Advisor/endorsement information

Data presentation suggestions：

Data type	Presentation method	Description
Core team	Headshot + name + role + one-sentence background	Display 3-5 people in a horizontal row
Team experience	Key number tags	such as “50 years of cumulative industry experience” “3 successful startups”
Advisors/endorsements	Logo wall or quotation cards	Well-known institutions or individuals

Output: Team module outline + data presentation suggestions

Phase 7: The Ask

Goal: Clearly tell investors how much money is needed, what it will be used for, and what milestones can be achieved.

Operating steps：

Financing information：
- Amount raised in this round
- Funding round (angel / Pre-A / A / B, etc.)
- Equity percentage range offered (if applicable)
Use of funds：
- Allocate by percentage (e.g., product R&D 40%, marketing 30%, team expansion 20%, operating reserve 10%)
- Explain the specific use of each portion of funds
Milestone planning：
- Key milestones for 12-18 months after financing (3-5)
- Each milestone includes: timeline, goal, measurable indicator
Suggested outline content：
- Financing amount and round
- Allocation of use of funds
- Milestones for the next 12-18 months

Data presentation suggestions：

Data type	Presentation method	Description
Use of funds	Pie chart or donut chart	Clearly show the proportion and amount of each portion
Milestone planning	Timeline chart	Horizontal timeline, marked with key milestones and goals
Target indicators	Comparison numbers (current → target)	such as “users: 5,000 → 50,000”

Output: Financing needs module outline + data presentation suggestions

Phase 8: Outline assembly and output

Goal: Assemble the outputs from the previous seven phases into a complete BP outline document.

BP outline document template：

# [项目名称] - 融资 BP 大纲

> 轮次：[融资轮次] | 日期：[当前日期]
> 状态：大纲草稿

---

## 1. 问题（Problem）

### 内容要点
- 核心痛点：[一句话]
- 现状描述：[用户当前如何应对]
- 痛点规模：[量化影响]

### 数据呈现建议
[Phase 2 的数据呈现建议表]

### 演示建议
- 建议页数：1-2 页
- 关键视觉元素：[具体建议]

---

## 2. 方案（Solution）

### 内容要点
- 产品定位：[一句话]
- 核心价值点：
  1. [价值点 1]
  2. [价值点 2]
  3. [价值点 3]
- 差异化优势：[与竞品的区别]

### 数据呈现建议
[Phase 3 的数据呈现建议表]

### 演示建议
- 建议页数：2-3 页（含产品截图/演示）
- 关键视觉元素：[具体建议]

---

## 3. 市场（Market）

### 内容要点
- TAM：[金额 + 计算依据]
- SAM：[金额 + 计算依据]
- SOM：[金额 + 计算依据]
- 增长趋势：[2-3 个关键趋势]
- 竞争格局：[主要竞品 + 自身定位]

### 数据呈现建议
[Phase 4 的数据呈现建议表]

### 演示建议
- 建议页数：2 页
- 关键视觉元素：[具体建议]

---

## 4. 商业模式（Business Model）

### 内容要点
- 收入模式：[怎么赚钱]
- 关键指标：[3-5 个核心 KPI]
- 增长策略：[核心增长引擎]

### 数据呈现建议
[Phase 5 的数据呈现建议表]

### 演示建议
- 建议页数：1-2 页
- 关键视觉元素：[具体建议]

---

## 5. 团队（Team）

### 内容要点
- 核心成员：[3-5 人简介]
- 团队亮点：[为什么是这个团队]
- 顾问/背书：[如有]

### 数据呈现建议
[Phase 6 的数据呈现建议表]

### 演示建议
- 建议页数：1 页
- 关键视觉元素：[具体建议]

---

## 6. 融资需求（The Ask）

### 内容要点
- 融资金额：[金额 + 轮次]
- 资金用途：[按比例分配]
- 关键里程碑：[3-5 个里程碑]

### 数据呈现建议
[Phase 7 的数据呈现建议表]

### 演示建议
- 建议页数：1-2 页
- 关键视觉元素：[具体建议]

---

## 附录

### 待补充信息
- [ ] [需要用户提供的数据或信息]

### BP 整体建议
- 总页数建议：10-15 页
- 演示时长建议：10-15 分钟
- 风格建议：[根据行业和轮次给出]

Document output requirements：

All data presentation suggestions use Markdown tables
Each module includes three parts: “content points + data presentation suggestions + presentation suggestions”
Use the current actual date
Data sources must be noted (public data / industry reports / internal company data / estimates)

Process control rules

Interaction mode selection

Choose the mode based on the level of detail in the user input:

User input	Mode	Behavior
Only one sentence (< 50 characters)	Guided mode	Execute Phase 1 questioning, wait for the user's answer before continuing
Some detail (50-200 characters)	Semi-automatic mode	Ask 2-3 key questions while starting to build the framework
Detailed project description (> 200 characters)	Fully automatic mode	Start directly from Phase 2, skipping information collection
The user says "just write it / no need to ask"	Quick mode	Output the complete outline directly based on reasonable assumptions

Quality checklist

Before outputting the final BP outline, check item by item:

All six modules are complete (problem, solution, market, business model, team, financing needs)
Each module has data presentation suggestions
Market size has a three-tier breakdown of TAM/SAM/SOM
Use of funds has percentage allocation
Milestones have measurable indicators
Data sources are marked or the user is prompted to supplement them
Total page count is kept within the recommended range of 10-15 pages
The suggested number of presentation pages for each module is reasonable
The list of information to be supplemented is non-empty (there is always data the user needs to provide)
No hardcoded data; all placeholders are marked with [square brackets]

Adjustment suggestions for different rounds

Financing round	Key modules	Data requirements	Style suggestions
Angel round	Problem + solution + team	More assumptions are acceptable; emphasize the vision	Concise and powerful, within 10 pages
Pre-A / Series A	Market + business model + data	Preliminary business data validation is needed	Data-driven, 12-15 pages
Series B and later	Business model + finance + growth	Complete financial data is needed	Professional and rigorous, 15-20 pages

Iterative optimization

If the user gives feedback on the outline:

Locate the modules involved in the feedback
Re-execute from the corresponding Phase
Cascade updates downward to all affected content
Maintain consistency between data presentation suggestions and the content

Output

Output as a complete financing BP outline document in Markdown format, including:

Project name, financing round, date, status
Six major modules (problem, solution, market, business model, team, financing needs), each module includes:
- Content points
- Data presentation suggestions (Markdown table)
- Presentation suggestions (suggested page count + key visual elements)
Appendix: list of information to be supplemented + overall BP suggestions
All placeholders are marked with [square brackets]
Data sources are marked

Reference methodology

This SOP integrates the following financing presentation methodologies:

Guy Kawasaki 10/20/30 Rule: 10 slides, 20-minute presentation, 30-point font
Sequoia Capital Pitch Deck Template: The classic problem→solution→market→business model structure
Y Combinator Application Framework：Emphasize the problem definition and traction data
TAM/SAM/SOM Framework：Three-layer market size estimation method
Unit Economics：Core metric system such as LTV, CAC, payback period, etc.

Guardrails

Anti-patterns

NEVER fabricate traction, market size, customer evidence, or team background
Do NOT hardcode data — all placeholders are marked with [square brackets]
Do NOT omit any of the six major modules
NEVER present assumptions as verified facts
Do NOT output modules with recommendations presented without data
Do NOT leave the list of information to be supplemented empty — there is always data the user needs to provide

Constraints

The six major modules must be complete
Market size must have a three-layer breakdown of TAM/SAM/SOM
Use of funds must have percentage allocation
Milestones must have measurable metrics
Total page count is recommended to be kept within 10-15 pages
Data sources must be labeled (public data/industry reports/internal company data/estimates)
Dates use the current actual date

Related Skills

pitch-deck-creator — After the outline is completed, generate an editable 10-page PPTX file from the structured JSON
investor-pitch-planner — English version pitch deck outline generator, with a corresponding structure
business-plan-ppt — If an 18-page China-style PPT visual specification and editable PPTX are needed, use this skill

About UniqueClub

Part of the UniqueClub toolkit. 🌐 https://uniqueclub.ai

About this skill

When to Use

Quick Start

Workflow

Step 1: Probe

Step 2: Constrain

Step 3: Evidence

Step 4: Execute

Step 5: Verify

Step 6: Deliver

Detailed SOP Process

Phase 1: Project Information Collection

Phase 2: Problem Definition (Problem)

Phase 3: Solution

Phase 4: Market Analysis

Phase 5: Business Model

Phase 6: Team

Phase 7: The Ask

Phase 8: Outline assembly and output

Process control rules

Interaction mode selection

Quality checklist

Adjustment suggestions for different rounds

Iterative optimization

Output

Reference methodology

Guardrails

Related Skills

About UniqueClub