Creating a Workflow to Track Startup Fundraising Activities

VJ Dosh · 2025-05-26 06:34:15.561954+00

hey all - I am looking to create a workflow that tracks fundraise for startups in a specific domain like healthtech/cyber etc, funding stage, total raised, investors and location key contacts. What is a good starting point? I want this to be run on a daily basis based upon funding activity for that vertical. It seems if I do RSS feed, the costs can add up quickly. What is the recommended approach?

Creating a Workflow to Track Startup Fundraising Activities | Clay

3 comments

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Channeled
APP
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For tracking startup fundraising activity in specific domains, I recommend using Clay's "Monitor for news & fundraising" Signal feature. Here's how to set it up: 1. Click "Actions" and select "Monitor for news & fundraising" 2. Select the table with companies you want to track 3. Choose the column with company domains and select your preferred news topics 4. Set the Signal to run daily 5. Add enrichments for additional data You can enhance this workflow with integrations like: ** Intellizence: Provides latest fundraising data including funding amount, investors, funding stage, and dates for venture-backed startups ** Harmonic.ai: Retrieves funding total, stage, number of rounds, and company tags Use Clay's Scheduling feature to automate this workflow to run daily, keeping your data fresh without manual updates. Note: This Signal costs 6 credits per result, so consider this when setting up your monitoring scope.
Sources: Monitor for news & fundraising | Documentation | Clay University Enrich Company with Latest Fundraising Data with Intellizence Build a sustainable growth engine with Scheduling - The GTM with Clay Blog Monitor for news & fundraising | Documentation | Clay University Get Fundraising Data for Company with Harmonic.ai
VJ Dosh
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I am using the following table - https://app.clay.com/workspaces/206894/workbooks/wb_0swuwloZqvfFnAmrGJv/tables/t_0swuwm1y7zHbPbEcgAn/views/gv_0swuwm2YbtHm8DfpaAn
Bo (Clay)
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Hey — great use case, and you’re right to think about cost with something like an RSS feed running daily. This would typically need to be done through a Google Alerts and a Google Search Operator search 1. Use Find Companies Start with a Find Companies search filtered by industry (e.g., healthtech, cyber), funding stage, and location.
2. Enrich for Funding Details Add the news signals you added (well done) to that table
3. Add Key Contacts Use Find People to pull decision-makers (e.g., C-level, RevOps, Product) from each company.
4. Use AI > Generate Text or Score Rows Score contacts or companies to prioritize the most relevant ones for outreach or follow-up. Let me know if you have more questions

Channeled
APP
·
·
For tracking startup fundraising activity in specific domains, I recommend using Clay's "Monitor for news & fundraising" Signal feature. Here's how to set it up: 1. Click "Actions" and select "Monitor for news & fundraising" 2. Select the table with companies you want to track 3. Choose the column with company domains and select your preferred news topics 4. Set the Signal to run daily 5. Add enrichments for additional data You can enhance this workflow with integrations like: ** Intellizence: Provides latest fundraising data including funding amount, investors, funding stage, and dates for venture-backed startups ** Harmonic.ai: Retrieves funding total, stage, number of rounds, and company tags Use Clay's Scheduling feature to automate this workflow to run daily, keeping your data fresh without manual updates. Note: This Signal costs 6 credits per result, so consider this when setting up your monitoring scope.
Sources: Monitor for news & fundraising | Documentation | Clay University Enrich Company with Latest Fundraising Data with Intellizence Build a sustainable growth engine with Scheduling - The GTM with Clay Blog Monitor for news & fundraising | Documentation | Clay University Get Fundraising Data for Company with Harmonic.ai
VJ Dosh
·
·
I am using the following table - https://app.clay.com/workspaces/206894/workbooks/wb_0swuwloZqvfFnAmrGJv/tables/t_0swuwm1y7zHbPbEcgAn/views/gv_0swuwm2YbtHm8DfpaAn
Bo (Clay)
·
·
Hey — great use case, and you’re right to think about cost with something like an RSS feed running daily. This would typically need to be done through a Google Alerts and a Google Search Operator search 1. Use Find Companies Start with a Find Companies search filtered by industry (e.g., healthtech, cyber), funding stage, and location.
2. Enrich for Funding Details Add the news signals you added (well done) to that table
3. Add Key Contacts Use Find People to pull decision-makers (e.g., C-level, RevOps, Product) from each company.
4. Use AI > Generate Text or Score Rows Score contacts or companies to prioritize the most relevant ones for outreach or follow-up. Let me know if you have more questions