All playbooks

[ Playbook: Funding ]

The Funding Play

A company just raised. For about a quarter, the budget is loose and the goals are public. New vendors get meetings. Here's how we run it.

The signal

A new round closes. Press release, Crunchbase update, the CEO's victory lap on LinkedIn. The raise is public within days, and it usually arrives with a hiring plan attached.

Why now

Investors don't fund standing still. The board expects growth, which means budgets open and leaders shop for anything that shortens the path. Wait two quarters and that money is spoken for. The window is real and it closes.

The move

We reference the raise and connect it to what they're hiring for, because the job openings tell you what the money is for. LinkedIn connection first, short DM on accept, email as the second channel. The message points at their growth plan, not at us.

The opener

Congrats on the Series A. Six sales openings in the same week says pipeline is the next fight. That's the exact moment teams usually pull us in.

Why it works: it proves we read the announcement and the careers page, and it ties both to the one problem we solve.

Fit for

  • B2B companies whose buyers raise venture or PE money
  • Deals worth moving fast on, four figures a year and up

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