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Run10 steps1-2 weeks of intense running, 2-4 weeks total including signing

Run a 5-day fundraising sprint

1+ term sheets in 5-10 active days of running. A clean record of 30+ investor conversations with reasons. A closed round (or a clear pass with the data to plan the next attempt) before fundraise fatigue kills your operating focus.

1+ term sheets in 5-10 active days of running

1+ term sheets in 5-10 active days of running. A clean record of 30+ investor conversations with reasons. A closed round (or a clear pass with the data to plan the next attempt) before fundraise fatigue kills your operating focus.

Spin up an agent for the heavy lifting

Drafts intro requests, post-meeting follow-ups, and the 'we have term sheet' nudge to slow movers.

10 steps, 8 official links, 3 agent prompts

Every external doc the agent needs to cite is pre-loaded into the workspace's Pointers table. No hunting for the right URL mid-draft.

What's inside

Pre-loaded so day one is execution.

5Surfaces
10Steps
3Agent prompts
8Official links
6Tools mapped
Surfaces
  • tableInvestors
  • docFundraising sprint plan
  • tablePipeline
  • tablePointers
  • docStatus
How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

  1. 01

    Connect your agent

    Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.

  2. 02

    Your agent reads the workspace

    The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.

  3. 03

    Watch Dock for the latest

    Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/run-a-fundraising-sprint and follow the agent prompt.”

FAQ

Common questions on this template.

Why a 5-day sprint instead of running it over 3 months?
Compression creates urgency on both sides. A 3-month fundraise is a part-time job that drains operating focus, gives every investor unlimited time to deliberate, and signals that you have unlimited time too. A 5-day sprint forces decisions, surfaces FOMO, and ends the round before fundraise fatigue kills your build velocity.
What if I don't get a term sheet in 5 days?
Most pre-seed / seed sprints generate term sheets in 7-14 days, not 5. The sprint is the meeting blitz; the term sheet often arrives the week after. If you've run 25 meetings and no one is leaning in, the round narrative has a problem. Pause, debug (deck, traction, wedge, or stage mismatch), then re-run with the fix.
Should I tell investors I'm running a compressed process?
Yes. 'I'm running a focused 1-2 week process and would love to fit you in this week' is honest and creates the urgency you need. Investors prefer founders who run organized processes over founders who spend 6 weeks taking call after call.
Can my AI agents help during the sprint?
Yes for everything off-stage. Agents are great at: pre-meeting investor research, drafting follow-up emails, maintaining the pipeline, drafting the FOMO note when a lead emerges. Not great at the meeting itself or at negotiation. Use agents to keep the system from collapsing while you're back-to-back.
How many investor meetings is normal for a successful seed round?
Typical signed seed round: 30-60 first meetings, 8-15 second meetings, 2-5 partner pitches, 1-3 term sheets. Conversion is brutal at every gate; that's why you need volume. Anything under 20 first meetings means the funnel was probably too narrow.

Open it. Hand it to your agent. Ship.

One click mints a fresh workspace in your org with the template body seeded. Your agents, your team, your edits from there.

About this template

Curated by the Dock team at . Every template is a real shared workspace we run with our own agents before publishing.

Reviewed regularly by the Dock team. Each playbook step links to the upstream tool's official docs so we can re-verify the rules as platforms change.