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10 Automations You Need to Raise More Capital

August 28, 20232 min read

In the ever-evolving landscape of capital raising, efficiency is the name of the game. Capital raisers are constantly seeking ways to streamline their processes and maximize their efforts. Luckily, in this age of technology, automation has emerged as a game-changer. By harnessing the power of automation tools, capital raisers can supercharge their efforts and raise more capital than ever before. In this blog post, we'll dive into 10 essential automations that can take your capital raising strategy to the next level.

1.Welcome Email Automations

✅ Send 3-5 emails for 2 weeks so that your investors start to get to know, like, and trust you.

❌ Don't stop there.

2. Nurture Email Automations

✅ Educate your ideal investors with a nurture automation and share your investment strategy, education, case studies, CTA.

❌ Don't make your emails too long or too salesy.

3. Calendar Confirmations & Reminders

✅ Send automated confirmations and reminders so appointments don't fall through the cracks and turn into missed opportunities.

❌ Don't send one email and hope for the best.

4.Task Creation

✅ Create tasks for yourself for important personal interactions with investors so that warm inbound opportunities don't fall through the cracks.

❌ Don't overdo it so you don't suffer from task fatigue.

5.Form Response

✅ Respond to form and survey submissions on autopilot, then automatically send new investors to your welcome/nurture sequence.

❌ Don't miss out on this opportunity to add another touchpoint to your investors.


✅ Tag your investors with data points as they make their way through your workflows, pipelines, content and forms so you can segment.

❌ Don't forget about source and engagement.

7.Pipeline Management

✅ Automate your investors' movement through your sales pipeline so that you can nurture investors based on where they are in the investing process.

❌ Don't set and forget, modify as you evolve.

8.Social Media

✅ Automate responses to your social media DMs for timely follow up and lead qualification.

❌ Don't be a robot, transition to actual conversation.

9.Trigger Links

✅ Create trigger links so that you can send targeted communications to investors them when they click on certain links in your communications.

❌ Don't forget to tag them in the automation.

10. Internal Notifications

✅ Send messages to you and your team when important events happen in your system or when a new investor comes into your world.

❌ Don't over notify your team for every interaction.

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