Startup Warriors

Ep 34: Series B+ - Templates and Examples


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In this masterclass episode, we dive deep into Series B+ fundraising, the critical stage where startups transition from proving product-market fit to scaling operations, expanding markets, and cementing category leadership.

🧭 Key Topics Covered:

  • The strategic imperative of Series B+: Why this round is about scale, not just growth.
  • Investor expectations: What top VCs demand in terms of traction, financial maturity, and leadership evolution.
  • AI’s role in reshaping early-stage dynamics and funding timelines.
  • Valuation benchmarks, market trends, and what’s driving the rise in Series B+ deal sizes.
  • Investor targeting: How to attract strategic and institutional investors who add long-term value.
  • Due diligence readiness: Making your company investor-grade at all times.
  • Pitch deck mastery: Visual storytelling, financial clarity, and narrative structure for Series B+ decks.
  • Financial modeling: How to forecast like a pro, from ARR to burn rate to multi-scenario planning.
  • Negotiation tactics: Term sheet strategy, dilution framing, and creating competitive tension.

šŸ’” Key Takeaways:

  • Series B+ isn’t just another funding round—it’s a ā€œscale or dieā€ moment.
  • Founders must evolve from doers to organizational architects, building high-performing teams and processes.
  • Financial discipline, recurring revenue, and investor-ready reporting are non-negotiable.
  • The capital raised must accelerate execution, not cushion inefficiencies.
  • Strategic storytelling and visual credibility are essential to stand out in competitive markets.

šŸ“ˆ Whether you're preparing to raise, in the midst of your round, or want to stay one step ahead—this episode arms you with the strategic tools, investor insight, and operational guidance you need to succeed.

šŸ‘‰ If you need help raising capital, visit startupwarriors.io/podcast and book a call.

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Startup WarriorsBy Startup Warrior