Lead Generation & Prospecting
Funding Round Watcher
Alerts when prospect companies raise new funding.
A prospect that just raised money has budget, urgency, and a mandate to grow, but funding news travels fast and the window to be relevant is short. The Funding Round Watcher monitors announcements for the companies on your prospect and account lists and alerts the owner the day a round is disclosed.
Because the watchlist comes from the accounts and prospects in the team's memory, the agent alerts only on companies your team actually cares about, and it includes what memory already knows: past conversations, open deals, or a lost-deal note from last year. The owner receives the round details together with that context and a drafted outreach angle.
What it does
- Watches public funding announcements for every account and prospect recorded in memory.
- Alerts the account owner within a day of a round being disclosed.
- Includes round size, stage, and investors alongside the account's history from memory.
- Suggests an outreach angle grounded in what the team already knows about the company.
- Flags newly funded companies outside the watchlist that match the ideal customer profile.
- Drafts a CRM update recording the round on the account for the rep to accept.
How it works
- 1Install the agent into your team's memory so it can build its watchlist from your accounts and prospects.
- 2Connect your CRM integration category and choose chat or email for alerts.
- 3The agent checks funding disclosures daily against the watchlist and the ideal customer profile.
- 4Round alerts with account context land in front of the account owner the day they appear.
- 5The CRM update it drafts for each round waits for the rep's approval before it is written.
Works with
You connect these from the memory's settings after installing — one provider per category is enough.
Runs on top of your team's shared memory — reads approved data only.
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