Use fundraising signal agents to spot companies right after they raise capital, when budget, urgency, and buying momentum are often at their highest.

By the end of this tutorial, you’ll know how to create a Fundraising signal agent in lemlist, refine it with fundraising criteria, choose which companies to monitor, control daily volume, and route identified signals into your workflow.

Why this matters

Fundraising is a strong timing signal. When a company has just raised money, it often means new hiring plans, bigger budgets, and faster decision-making. With a fundraising signal agent, you can prioritize outreach when intent is freshest and personalize campaigns with funding details that make your messaging more relevant.

Prerequisites

You should already have access to Signal agents in lemlist.
You should already know the basics of navigating your lemlist workspace.

Core lesson — step-by-step workflow

Phase 1: Start a new signal agent

Open Signal agents and create a new one.
Go to Signal agents, then click Create signal agent. This opens the guided setup flow where you’ll define the signal, audience, volume, and processing method.
Select the fundraising signal.
In the signal picker, open the Company growth category, select Fundraising, then continue to the next step. This tells lemlist to look for fundraising events rather than other signal types.

Phase 2: Configure your fundraising criteria

Name your signal agent and set your fundraising amount range.
Enter an Agent name, then add the minimal amount raised and maximal amount raised in USD. Use this to focus on the funding size that best matches your ideal customer profile.
Choose the funding types you want to track.
Select one or more funding types, such as Seed, Series A, Private equity, or other available categories. This helps you align your outreach with the maturity stage of the companies you want to target.
Optionally narrow the signal to specific investors.
In the Investors field, add investor names one per line if you only want to monitor fundraising events involving certain firms. This is useful if you sell to companies backed by specific funds or investor networks.

Phase 3: Choose which companies to monitor

Select the monitoring scope.
In Scope, choose All segments to retrieve all companies that trigger the signal.
Add filter criteria if needed.
You can refine the audience with filters such as company industries, company sizes, and company location. This helps keep your signal agent focused on companies that fit your ICP instead of tracking every fundraising event available.
Set a daily identification cap.
In Identification limit, choose the maximum number of signals to identify per day. This lets you control both lead volume and credit usage so your team only gets as many fundraising opportunities as it can realistically work.

Phase 4: Decide how signals should be processed

Choose what happens after a signal is identified.
In Signals processing, decide whether to Review signals manually or Auto-create tasks. If you select task creation, configure the task type, owner assignment, fallback owner, priority, title, and instructions. This step determines how fundraising signals move from detection into action.

Signals processing step showing Auto-create tasks selected and task configuration fields

Phase 5: Review and confirm your signal agent

Review the summary before finishing.
Check the final summary to confirm the signal type, amount range, selected funding types, billing, and processing configuration. This is the best place to catch mistakes before the signal agent goes live.

What each fundraising signal includes

Each identified fundraising signal can include the following company details:

Company name
Domain
Funding round type
Amount in USD and native currency
Announcement date
Investors
Source link to a news article or Crunchbase, when available

Billing

Fundraising signals are billed at 100 credits per identified fundraising event, charged only on success. Your daily cap directly affects your potential daily and monthly credit usage, so set it based on your team’s outreach capacity.

Practical application / real-life example

Here are a few real-life examples of the kinds of fundraising events worth tracking:

A B2B SaaS company raises a $12M Series A and starts hiring AEs.
A climate tech company secures a $20M seed round and begins scaling operations.
A healthtech company announces a Series B and a European expansion.

What this actually means: new capital usually creates new headcount, new budgets, and new pressure to grow fast. The window between the public announcement and inbox overload is short, so the first relevant message often wins.

What to do: reach out immediately after the announcement. Keep your message brief, useful, and focused on their growth stage rather than on your product features.

Example fundraising follow-up email:

Hey {{firstName}}, congrats on the {{fundingRound}}! That's a big milestone, and usually a busy one. 😅

{{referenceCompany}} hit the same stage and scaled their outreach without adding headcount, booking {{metric}} meetings in {{timeFrame}}.

Want me to send over how they structured it?

{{senderName}}

You can personalize this kind of outreach with variables such as:

Company name
Funding type
Amount raised
Announcement date
Investors

Troubleshooting & pitfalls

Issue: I’m getting too many fundraising signals.
Root cause: Your audience is too broad or your daily cap is too high.

Reduce the maximum number of signals identified per day.
Add filters such as industry, company size, or location.
Narrow the signal agent with a minimum amount or specific funding types.

Issue: The companies don’t match my target market.
Root cause: The signal agent is too broad or not filtered by the right fundraising criteria.