Stop losing investors in spreadsheets: fundraise with a CRM

​Raising capital shouldn’t feel chaotic.

​If your investor outreach is scattered, follow-ups are inconsistent, or you’re struggling to keep track of who’s actually engaged, you’re not alone. There’s a more structured way to approach your raise.

​Join HubSpot for Startups for a practical virtual workshop, created for the SeedLegals community, on how to treat fundraising like a go-to-market motion with a clear pipeline, repeatable processes and better visibility across every investor conversation.

​Using HubSpot’s CRM, you’ll learn how to turn your fundraise from a chaotic sprint into a structured, repeatable system.

​What you’ll learn

​During the workshop, we’ll cover how to:

• ​Identify and research the right investors — so you can focus your efforts on the people most relevant to your startup and approach them with a personalised message

• ​Create a repeatable outreach process — using automated follow-ups and engagement tracking to stay consistent and understand who’s interested

• ​Structure your fundraising pipeline — with clear stages that help you see where every investor sits and what needs to happen next

• ​Centralise your investor communications — bringing emails, meeting notes and calls together so nothing falls through the cracks

​Whether you’re preparing to raise, actively speaking with investors, or looking to bring more structure to an existing fundraising process, this session will give you a practical framework you can put into action straight away.

​New to HubSpot for Startups?

​The HubSpot for Startups program offers eligible early-stage companies up to 90% off HubSpot. Check if you qualify here (Applying takes just a few minutes).

​In advance of the workshop, download HubSpot's Startup Fundraising Accelerator Kit here, which includes a Fundraising CRM.