SanityDesk Case Study

How SanityDesk raised more than $2M pre-seed round during a global pandemic

Preparing the right investment offer

This Lesson is all about going to Market with an offer that will attract the investors and the money you need. And notice that I said both Investors, and money.

Because in this lesson, you will see how SanityDesk’s initial offer limited it’s fundraising capabilities. Then you will learn exactly how they fixed it.

In this Lesson, you are going to learn:

  • How to make it Easy for investors to Say Yes.
  • Why you need to have Empathy to craft a great offer
  • Creating your Minimum Viable Offers of Investment
  • Why Valuation is so important (but not in the way you think)
  • How SanityDesk found it had a bad offer (and how they fixed it)

Are you leaving money on the table? 

Or have you put your valuation too high based on where you are?

In this lesson, you will learn how you could potentially be leaving a lot of money on the table. Or, like SanityDesk found out, you may be preventing yourself from raising the money you need to get to the next stage. Your offer for investors is a combination of a number of factors. But the main two things are economics and control.

When you take on investors, you are going to give up some measure of both economic upside, and total control over your company. Are you ready to do this? Do you think investment is worth what you give up?

Getting this right (your offer) is critical to your success as a startup and as Sam found out, and will share in the final lesson, giving up more of the economic upside and control isn’t necessarily a bad thing. And it was just in time to raise money in the midst of the COVID pandemic in March.


Part 1

Part 2

Part 3

Part 4