Founders before the product (incorporating, raising, hiring)

Every investor conversation has its follow-up, and your deck is one link. SAFEs and NDAs start from standard texts, and go out for signature.

A solo founder starts in Personal. Co-founders work together in one Magpie team.

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Tidewell’s follow-ups with investors and advisers, grouped as Overdue, Today and Upcoming, each with its reason and the day it is due.

This combination of six Magpie areas fits a founder raising a first round.

Contacts
Contacts keeps investors and advisers, with every follow-up.
Presentations
Presentations makes the deck, shared as one link.
Meetings
Meetings lets investors book a call in your hours.
Agreements
Agreements starts a SAFE or an NDA from a standard text.
Documents
Documents holds the memo, with your co-founder's comments.
Newsletter
Newsletter sends the monthly update to investors and friends.

Every investor conversation has its follow-up, so none is forgotten.

Contacts keeps each investor and adviser with notes on every conversation. A follow-up is a To-do with a date, such as sending the memo after a call.

Follow-ups are grouped as Overdue, Today and Upcoming, so the next one is always in view.

Your deck is one link, and investors see the version you published.

Presentations makes the deck from a pitch deck starter. Publish copies the draft to the link's version. Your edits stay private until you publish again.

Anyone with the link views the deck. It also exports as a PDF.

Investors book a call in your hours, from your meeting page.

Meetings gives you a page with your meeting types, such as a 30-minute intro call. Times that are busy in your Google Calendar are left out.

A booked call can carry a Zoom or Google Meet link. Reminders go out before it.

A SAFE or an NDA starts from the standard text, and goes for signature.

Agreements holds standard texts copied word for word, such as Y Combinator's SAFEs and mutual NDAs. You fill in the terms, and it goes for signature with the fields placed. The texts are published by others and are not legal advice from Magpie.

Your memo is a document your co-founder and advisers comment on.

Documents holds the memo, the plan and the hiring notes. Advisers you invite can comment and suggest changes without changing the text.

Named versions keep each draft. A document exports as PDF or DOCX for an investor who asks.

Tidewell’s pre-seed memo in the Documents editor: what Tidewell does, the round and what the money is for, with headings and lists.

Investors and early supporters hear from you every month.

Newsletter sends the monthly update to everyone who signed up. You write it in Markdown, send yourself a test and schedule it.

The same list can hold your waitlist, through the newsletter's sign-up page.

Tidewell’s monthly investor update in the newsletter preview: its subject, preview text and the month’s news, with the round, the pilots and the ask.

Six more areas cover the landing page, waitlist, plan, first hires, books and email.

Websites
Websites builds the landing page, at your own domain.
Forms
Forms takes waitlist sign-ups with the questions you choose.
Kanban Boards
Kanban Boards holds the plan for the next few months.
Hiring
Hiring gives your first role a page, and keeps every applicant in one list.
Accounting
Accounting keeps the books from the first invoice and bank statement.
Mail
Mail gives your domain mailboxes such as founders@.

An investor goes from an introduction to a signed SAFE.

  1. The intro

    The investor becomes a contact, with a follow-up.

  2. The call

    They book a time on your meeting page.

  3. The deck

    You send the deck's link and the memo.

  4. The SAFE

    You fill in the standard SAFE and send it for signature.

  5. The update

    They hear about the round in next month's update.

Setting up takes four steps.

  1. Set up your meeting page

    You add an intro call and connect your calendar. Help: Set up and share your meeting page.

  2. Make the deck

    You start from the pitch deck starter and publish it. Help: Create, present, and share a presentation.

  3. Add your investors

    You add each one as a contact with a follow-up. Help: Keep notes and follow-ups on a contact.

  4. Find your SAFE

    You choose the SAFE that fits the round. Help: SAFEs and side letters in the Library.

Plans

A solo founder fits Pro, for your own work in Personal. Co-founders working together fit a team: a free team has 3 member places.

Investors who book calls, view the deck or sign are not added to the team. Prices are on the Pricing page.

Other founders and advisers have pages of their own.

Consultants

A consultant scopes, delivers and bills client work.

Questions founders ask

Can I keep track of every investor conversation?

Yes. Each investor is a contact with notes on every conversation. A follow-up reminds you of the next step, on the day it is due.

Can I share my deck with a link?

Yes. You publish the deck and turn on its link. Anyone with the link views the published version, and later edits wait until you publish again.

Can I keep speaker notes on my slides?

Yes. Each slide has speaker notes for you. They are not shown in the shared deck or the PDF.

Can investors book a call with me?

Yes. Your meeting page offers the times you are free, checked against your Google Calendar. A booked call can carry a Zoom or Google Meet link.

Can I use a standard SAFE?

Yes. The Library has Y Combinator's SAFEs, with cap, discount and most favoured nation versions. The pro rata side letter is there too. You fill in the terms and send it for signature.

Can I send an NDA before a call?

Yes. The Library has mutual NDAs from Common Paper, Bonterms and oneNDA. It goes for signature with the fields placed.

Can I change the wording of a standard agreement?

Yes. Make a copy in Documents gives you a document whose wording you can change. The publisher's licence still applies to the copy.

Can I send a monthly investor update?

Yes. Newsletter sends each update to your list, now or at a time you choose. Each update can have its own web page.

Start your raise in Magpie.

Create a Magpie account and add your first investor.

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