Fundraising Lead Management Services

Let FunnelUp Manage Your Fundraising Lead Generation And Closing.

Hand us the keys, and we’ll help you generate and close more fundraising leads.

Here’s How We Can Transform Your Fundraising Lead Management

After an initial consultant, we can immediately start your fundraising efforts, by getting more existing leads from ‘demonstrated interest’, to fully closed and funded faster and at dramatically higher rates, as well as generating new leads by optimizing existing channels and opening new ones. Here’s our typical process:

Fundraising Website Creation

Successful project fundraising efforts typically require a project specific website, which informs potential investors of opportunity, answers commonly asked questions, unlocks follow-up conversations, and ultimately facilitates the actual investment.

  • Design & Launch Website: We’ll convert the existing project pitch deck & materials into a website which provides potential investors with a central place to learn about the opportunity and initiate their investment.

Funnel Design & Build Out

We’ll design a fundraising (investor) lead funnel, which ensures leads don’t fall through the cracks and more potential investors get from interested, to closed and funded.

  • Invest Now: We’ll add an ‘Invest Now’ button onto your website, enable you to add it to, social media, etc., which enables electronic investing and funding.
  • Investor Lead Capture: We’ll capture investor lead contact information into a CRM to ensure ongoing follow up.
  • Call Scheduling Technology: We’ll incorporate pitch call scheduling technology to significantly increase the number of leads that go from inquiry to scheduled call.
  • Document Delivery Technology: We’ll provide technology to electronically deliver subscription agreements, and payment instructions, via an electronic portal.

Lead Nurturing Service

Lead Nurturing is the ‘Service’ that executes on the ‘System’. We actually execute, on your behalf, ensuring that fundraising leads don’t fall through the cracks and more leads get from interested, to closed.

  • Pitch Prep: We’ll conduct a practice session with the principals in order to iron out any technical issues with the pitch ahead of time, as well as provide substantive feedback on the pitch.
  • Scheduling Service: We’ll screen and follow up with viable potential investors to schedule a Zoom call with your principals.
  • Pitch Call Moderation: We’ll sit in on the investor Zoom call to provide support, and help answer any non-deal specific questions.
  • Pitch Call Follow Up: We’ll follow up with potential investors to answer any remaining questions, and schedule a follow up call or closing date.
  • Closing: We’ll administer the uploading, formatting and sending of closing documents to investors, and facilitate electronic signature.
  • Funding: We’ll coordinate the funding of an investment, and confirm funding has been received to both the investor and principals.

Pricing Structure

Unlike many other digital advertising agencies, we believe that our pricing structure shouldn’t be “hidden” until after a sales call. So we’re transparent about how we price our services.

  • Initial Strategy Call: Free
  • Website Creation, Funnel Setup & Tech Integration: $20,000, one-time.
  • Lead Nurturing Service: $5,000 per month

Interested in discussing further? Let’s setup a time to chat!