Your play
Funding announcements are one of the clearest signals that a business is likely to make new investments to drive further growth. New capital means new expectations.
Priorities reset, hiring ramps, and teams start pressure-testing their stack to make sure it can scale. Most sales people show up too late, after budgets are already spoken for.
This play shows you how to catch funding events early and reach out early with a congrats-led opener and relevant questions or proof points, so you can turn fresh capital into first conversations.
Tools
Firmable: Use to catch funding signals, pull fast account context, and push the right contacts into your workflow.
Digital channels: You could use phone, email, and LinkedIn in this play. Call first for cut-through, then follow up with a short email and a light LinkedIn touch to stay visible.
CRM: Use your CRM to assign ownership and track every touch, outcome, and next steps in one place.
Actions
Step 1: Lock in your ICP
Funding only matters if it’s the right company. Start with defining your ICP (Ideal Customer Profile) and create a list of companies in Firmable where new capital could trigger real buying behaviour for what you sell.
Step 2: Set up your funding signal agent
Create a signal agent in Firmable to automatically monitor those companies for any funding activity for you. The agent will notify you when there’s a new signal to act on.
Step 3: Quick research
When you see a signal you’re interested in, scan the signal summary, the company profile, and get the essentials. Who are they, who do they sell to, who are the likely decision makers to speak to, and details of the funding round. This should take minutes, not hours.
Step 4: Push to your CRM for follow-up (optional but recommended)
If the signal is from a company you want to pursue, push the company record and any relevant people you want to speak to into your CRM – like HubSpot or Salesforce – for follow-up.
Step 5: Outreach with purpose
Can’t get hold of them? Follow up with an email, light-touch LinkedIn connection message, and set a CRM task to follow-up.
Template
Call script
“[Prospect name], it’s [your name] from [your company] – congrats on the [round type]. I’m calling because after funding, we often have companies like yours come to us looking for [service] to [benefit]. Is [goal] a priority for you right now?”
Email outreach
Subject: Congrats on the raise Hi [First name],
Saw the news on [company]’s [round type] – congrats, that’s a big milestone.
Teams often use this moment to reassess how they scale so I wanted to reach out while priorities are still being set. Here’s a case study of how company [X] grew their [desired outcome] by [XX%] using our [service].
Open to a quick chat?
[Your name]
LinkedIn message
Hi [First name], congrats on the [round type] at [company]. Thought it was a good time to connect given how much typically shifts post-funding – I’ve got some ‘lessons learnt’ myself.
Metrics
- Time to first touch after funding announcement
- Connect or reply rate on funded accounts
- Meetings booked per funding signal
- Pipeline created from funding-led outreach
Bottom line
New funding creates a desire for new investments in growth. Set up signal agents to get your business in front of new buying opportunities and win more deals.
Try running this funding play this week or talk to our team for advice on how to tailor it to your ICP, deal size, and GTM motion.
