Chapter Two

Show Me the Money

Who Gets Funded and Why?

Before you run these exercises

Chapter 2 starts with a number you've probably heard — and shows why it's off by nearly 10x once you understand what's actually being measured. That's not a footnote. It's a framework for reading every stat you'll ever hear about who gets funded, including the ones investors will cite at you across the table.

The chapter also has an unflattering portrait of the people you're actually pitching — not the version from their firm websites. Reading it before you go into meetings will change how you prepare. The exercises below are built around what the chapter reveals; they'll work better once you have the full context.

Claude
Exercise 01
Decode Any Funding Stat You Hear

The book does something most people never bother to do with a widely-cited funding statistic — it actually reads the footnotes. What it finds changes the whole picture. Run this exercise after you've read the chapter's analysis of what the number actually measures.

Prompt → Claude
I heard the following statistic about startup funding: "[paste the stat here]" Before I accept this at face value, help me stress-test it. Walk me through: 1. What exactly is being measured — what is the numerator and what is the denominator? 2. What population does this apply to, and how might the stat look different for a more specific subgroup (e.g., seed-stage only, female CEOs vs. female-only founding teams, a specific industry)? 3. What are the most common ways this type of stat gets misinterpreted or misquoted? 4. What additional data would I need to actually understand what this means for someone in my specific situation? 5. What's the most useful, honest takeaway — not the most discouraging one and not the most optimistic one? My situation: [your stage, background, category]
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Use this every time. Investors will cite stats at you in meetings — about market size, about failure rates, about your category. Running the same analysis on their numbers, not just yours, is a form of due diligence. A founder who can politely but firmly say "I've looked at that number closely and here's what it actually means for us" earns a different kind of respect.
Claude
Exercise 02
Close the Knowledge Network Gap

One of the sharpest observations in the chapter is about tacit knowledge — the things venture-backed founders learn by osmosis from their well-connected friends that nobody writes down anywhere. How a fundraising process actually runs. What specific clauses in a term sheet mean. What level a CEO actually has to perform at. What a winning pitch sounds like from the inside.

This is the gap AI can most directly close. Claude has no information gatekeeping incentive, no social judgment about your questions, and no reason to make you feel like you should already know this.

Prompt → Claude
I want you to act as a close friend who has successfully raised multiple VC rounds and built a venture-backed company. I can ask you the "dumb questions" — the ones I'd be embarrassed to ask an investor or a potential advisor. You won't make me feel like I should already know this. I'm going to ask you a series of questions. For each one, give me the honest insider answer — not the sanitized version I'd read on a blog, but what a founder who's actually been through it would tell me over coffee. First question: [ask anything you've been afraid to ask — about terms, process, investor behavior, what "party round" actually means, how to handle a pass, what due diligence actually looks like, anything]
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Keep this conversation going. Set it up once and return to it throughout your fundraising process. The prompt establishes the relationship — after that you can just ask questions directly in the same thread. Save a copy of the most useful answers. This is the kind of knowledge that previously required knowing the right people.
Claude
Exercise 03
The Conference Test: Map Your Ecosystem

Here's a practical proxy for whether you know your space well enough to raise: could you organize a conference in it?

Not throw one — plan one. Who would speak? What would the panels be about? Which investors would sponsor it? Which founders who just raised would you put on stage? If you can populate that agenda with real names and real topics, you know your ecosystem. If you're staring at blank slots, that gap is going to show up in your pitch too — because investors will ask you about competitors, about market dynamics, about who else is working on this, and they'll feel it if you don't know.

This isn't just about impressing investors. Founders who know their ecosystem at this level make better product decisions, find better early customers, and build better networks. The conference is the test. Passing it makes you a better founder, not just a better fundraiser.

Claude can search the web in real time — just ask it to research your space directly.

Prompt → Claude
I'm building a company in [your space]. Help me map my ecosystem by planning a hypothetical two-day industry conference. This is a knowledge exercise — the goal is to find the gaps in what I know. Please draft a conference agenda with the following: Day 1 — 4 panels, each with a title, a one-sentence description, and 3–4 suggested speakers (real people who are active in this space): • Bold Predictions: What are the biggest shakeup ideas in this industry right now? • The Money Panel: Who is funding what in this space, and what are they betting on? • Future of Work: How is the actual practice of working in this space changing? • Innovations: What technology or new approaches are disrupting this industry? Day 2 — 4 panels: • Founder Stories: Who has recently raised a seed or Series A in this space and could speak to the journey? • The Customer Perspective: Who are the most influential buyers or users in this space, and what do they want? • Making the Industry Better: What are the biggest problems with how this industry currently works? • What's Next: Who are the emerging voices and companies to watch? Plus: 2 keynote speakers — one established leader, one emerging name. For each suggested speaker, note in one sentence why they belong on that panel. Flag any panel where you can't find strong candidates — that's a signal I need to do more research.
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The blank slots are the point. After Gemini gives you a draft, go through every name it suggested and ask yourself: have I read their work, listened to their podcast, or engaged with them in any way? If the answer is mostly no — that's not a failure, it's a roadmap. The founders who can fill in every slot from memory are the ones who walk into a pitch meeting and make investors feel like they're talking to the definitive expert in the room. That's achievable. It just requires doing the work.
🔁 Make it a living document
Paste the conference agenda into a Google Sheet and review it quarterly. Swap in new names as you meet people, update panel topics as trends shift, and add a column for "have I actually connected with this person?" Over time, the sheet stops being a research exercise and starts being a map of your real network. If you can get to the point where you know a "conference worth" of people in your industry, you are ready to raise.
Research exercises
Perplexity
Exercise 04
Run Due Diligence on the VC Before You Pitch

Chapter 2 ends with something most founder books skip: an honest account of who you're actually pitching. Junior associates who can't say yes. Emerging managers who might not have the capital yet. Partners at dysfunctional firms where your champion might disappear next quarter.

Founders do almost no due diligence on investors before pitching them. That's backwards. Use Perplexity for this — you need cited, verifiable information, not synthesis. You want to know what's actually on the record.

Prompt → Perplexity
I'm about to pitch [investor name] at [firm name]. Before I do, I want to understand who I'm actually dealing with. Please research and give me: 1. What deals has this specific person led or been credited with — not just "been involved in"? Are there founders who publicly credit them with sourcing or championing a deal? 2. What is their actual decision-making authority at this firm — are they a GP, principal, partner, associate? Can they write a check independently or do they need partnership approval? 3. What have they written, said on podcasts, or posted publicly about the space I'm building in? What do they seem to actually believe about this category? 4. Are there any public signals about firm stability — partner departures, fund raises, portfolio write-offs — that I should factor in? 5. Are there founders who have spoken publicly (positively or negatively) about working with this person? Cite your sources so I can verify.
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Did you know the book has a whole investor taxonomy? There are four distinct types in the chapter — and they have fundamentally different objectives when they sit across from you. A pitch that lands with one will fall flat with another. Read the chapter before your next meeting.
Gemini
Exercise 05
Turn Your Vantage Point Into a Credibility Signal

The chapter makes a point that gets buried under the bias discussion: some of the most compelling credibility signals in a pitch come directly from a founder's specific vantage point on the problem. Not their demographic — their proximity to the problem, their domain knowledge, their lived experience of what's broken and why.

These signals work on every investor, not a subset. The founder who spent eight years in hospital administration pitching a healthcare workflow tool. The founder who ran a restaurant group for a decade pitching supply chain software. The founder who was the customer before they were the builder. That kind of credibility isn't demographic — it's earned, and it should be front and center with everyone you pitch.

Most founders undersell this. Use Claude to find it and sharpen it.

Prompt → Claude
I want to identify the credibility signals in my background that are most relevant to the problem I'm solving — the things that make me specifically qualified to see this problem clearly and build the right solution. Not general founder credentials. The specific vantage point that no one else has, or that very few people have. Here's my background and what I'm building: [describe your career, domain experience, and the problem you're solving in 3–5 sentences] Help me: 1. Identify the 2–3 strongest credibility signals from my background — the moments, roles, or experiences that gave me genuine insight into this problem that an investor should find compelling 2. Flag anything I might be underselling or taking for granted because it feels obvious to me 3. Tell me how to lead with these signals in a pitch without it feeling like a biography — how do I weave my vantage point into the problem narrative naturally? 4. Point out any gaps: what would make my claim to this problem even stronger, and is any of that buildable before I start pitching?
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This works for every founder, every background. The goal isn't to find investors who share your identity — it's to make any investor immediately understand why you are the right person to be working on this specific problem. That's a pitch question, not a matchmaking question. Pitch it to everyone.
Simulation exercise
Claude
Exercise 06
Pitch to the Skeptical Version of Every Investor Type

Chapter 2 maps out distinct investor types — each with fundamentally different objectives when they sit across from you. A pitch that works on one will fall flat with another. Read the chapter for the full taxonomy, then use this simulation to practice against each type.

The most useful preparation is to practice against the version of each type who is least naturally inclined to say yes to you. Use Claude to simulate that.

Prompt → Claude
I want to practice pitching to different types of investors I'm likely to encounter. For each type, I want you to play a skeptical version — not hostile, but genuinely unconvinced. Ask me the hardest version of the questions that type would ask. Here's my company: [2–3 sentence description of what you're building, your stage, and your team] Please roleplay each of the following investor types, one at a time. After each exchange, briefly break character and tell me what I did well and what I should sharpen. Start with whichever investor type from the chapter's taxonomy you're most likely to encounter first — describe them based on what you read, and I'll roleplay that type.
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The chapter names four specific investor types — and tells you exactly how to pitch each one differently. Once you've read it, come back and run this simulation against each type in sequence. The pitch that survives all four is a strong pitch.
Build something
Claude
Build an Investor Diligence Tracker

Most founders track their investor pipeline in a CRM or a spreadsheet — but they track the wrong things. They track "met with," "followed up," "waiting." What they should also track is what they know about the investor: their deal authority, what they've said publicly about the space, and which archetype they are.

Add a second tab to your landscape tracker (from Chapter 1) — or create a new sheet — for investor diligence. Claude can populate your initial research.

If you have Claude's Google Sheets integration connected (via MCP in Claude's settings), Claude can write this directly to a sheet for you. Just tell Claude the name of the sheet you want it to create or update. If you don't have it connected, ask Claude to format the output as a table you can paste in manually.

Prompt → Claude
Based on the following research notes, format a single row for a Google Sheet with these columns: Investor Name | Firm | Role/Title | Deal Authority | Space Thesis | Archetype | Recent Deals | Red Flags | Warm Intro Path | Notes Research notes: [paste your Perplexity research here] Keep each cell concise — max 2 sentences. Flag anything missing as "unknown — needs research." If you have my Google Sheets MCP connected, append the row directly to the sheet named [sheet name]. Otherwise, format the output as a table I can paste in manually.
Before you move to Chapter 3

The honest takeaway from Chapter 2 isn't discouraging — it's clarifying. The system has structural inequalities, bias is real, and the knowledge network advantage is significant. But almost none of that is fixed and permanent. The knowledge gap, in particular, is more closeable than it has ever been.

Before you move on, you should have three things: a clear-eyed view of what the funding data actually says about someone in your position (not the headline stat), an honest assessment of where your insider knowledge gaps are, and a research file on at least five investors you're planning to approach — with enough in it that you could describe their actual thesis and decision-making authority, not just their firm name.

And if you're still putting VCs on a pedestal: stop. They need a great deal as much as you need a check. The asymmetry is mostly in your head.

Founder Unfriendly by Charlie O'Donnell. Published by Wiley.
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