How B2B Sales Reps can effectively leverage venture capital funding rounds to improve their results.

1. - A PUBLICATION OF FUNDZ, LLC -
The Secrets to Leveraging
Venture Rounds
for Sales Success
THE STEP-BY-STEP GUIDE TO AND HOW YOU CAN DO IT

2. TABLE OF CONTENTS
3
Chapter 1 - What are
Venture Funding
Rounds?
6
Chapter 2 –Why
Venture Rounds
Matter for Sales Reps
9
A Step by Step
Process for Success
with Venture Rounds

3. Chapter 1 – What are Venture
Funding Rounds?
CHAPTER ONE

4. Venture Funding Rounds
What are they anyway?
A venture round is a type of funding
round used for venture capital financing,
by which startup companies obtain
investment, generally from venture
capitalists and other institutional
investors.
The availability of venture funding is
among the primary stimuli for the
development of new companies and
technologies.

5. Types of Venture Rounds
Venture capital financing rounds typically have
names relating to the class of stock being sold:
• Seed round where company insiders provide
start-up capital
• Angel round where early outside investors
buy common stock
• Series A, Series B, Series C, etc.

6. Chapter 2 – Why Venture
Rounds Matter for Sales Reps
CHAPTER TWO

7. Why Venture Rounds Matter
For Sales Reps
• Companies that recently raised
funding are up to 8x more likely to
buy your product or service.
• By connecting with just funded
companies ahead of your
competitors, you can stack the odds
greatly in your favor to win business
from them.

8. Connecting First Matters
• Research from Harvard & Berkeley has
shown that customers buy much more
often from the first salesperson
encountered in a competitive pursuit.
• Even when the difference is minutes or
even seconds, the first salesperson to
connect ultimately wins many more
deals.*
Source: First is Best, Research from Harvard &
Berkeley

9. Chapter 3 – A Step by Step
Process for Success with
Venture Rounds
CHAPTER THREE

10. Step by Step Process
For Success with Venture Rounds
1. Set up notifications for new venture
fundings matching geographies,
industries & amounts you want to
target.
FACT: Each year, there are over 10,000
new venture fundings in the U.S. Trying
to comb through all of these is highly
inefficient & ineffective.

11. Step by Step Process
For Success with Venture Rounds
2.) When you receive a notification of a
new funding matching your filter,
research a little, but don’t lose your
advantage.
FACT: Having some level of knowledge
about what a company does is important
before picking up the phone. However,
you shouldn’t spend more 5-10 minutes
or you may lose the all important
advantage of being the first vendor
representing your type of product or
service to connect.

12. Step by Step Process
For Success with Venture Rounds
3.) Reach out to the funded company as
soon as possible. It is important to
connect with them ahead of your direct
competitors.
FACT: The win rate can be as high as 74%
for the salesperson that connects first.

13. Step by Step Process
For Success with Venture Rounds
4.) Avoid going after the same
companies, at the same time, that many
other reps are going after.
FACT: There are thousands more venture
fundings than are written about by
startup community websites.
Instead of waiting for an email of new
fundings, leverage software to access all
the venture fundings in real-time, then
set your filters and turn on notifications
to send you just the right ones, as they
are filed with the SEC.

14. Step by Step Process
For Success with Venture Rounds
5.) Save research/connect notes, then
make sure you have an effective process
to follow up.
FACT: Most companies you connect with
will not be ready to buy right away, but if
you are diligent in your follow-up, you
can greatly stack the odds in your favor
when they are, simply by connecting
ahead of your direct competitors.

15. Step by Step Process
For Success with Venture Rounds
6.) Leverage sales automation to make
sure you are there when they are ready.
FACT: Leveraging venture rounds
effectively is like planting a lot of seeds
for a great harvest. You need to water or
nurture them.
Make sure you use a great tool like
HubSpot Sequences, so you are the one
they contact when they are ready.

16. Step by Step Process
For Success with Venture Rounds
7.) Be diligent and follow this process
with as many companies as you can that
match your specific criteria. Over time, it
will change your sales game forever.
FACT: Harvard & Berkeley research
shows being first to engage a potential
client dramatically increases your
chances. However, one of the biggest
reasons companies can’t purchase is lack
of budget. By leveraging venture rounds
as described in this guide and connecting
first, you can change your game forever.

17. Try the New FunDz App
We’ve build an amazing venture funding round web
app that lets you have it all.
All the 10,000+ new fundings filed with the SEC,
delivered in real-time - so you can get there first.
FunDz lets you easily customize venture fundings by
location, industry & amount, let’s you search, save,
export to excel and receive weekly updates.
Best of all, the FunDz app goes where you go on the
web, installing instantly via simple Chrome plugin &
notifying you whenever there is a match.
Try FunDz for Free