Updated
Why a new round changes a company's finance setup
A round brings more money than the company has held before, and questions it may never have asked: where to keep it, how to protect it, how to earn something on it, who can spend it and how. Many startups choose their banking and spending tools in their first weeks and rarely revisit them; a round is when they do.
Spending starts to grow too: new hires get cards, software subscriptions multiply and the board expects tighter reporting. The setup that worked for a few founders is about to be stretched, and the people choosing what replaces it are easy to identify.
Who to contact
- Founder or CEO, in early-stage companies where they still manage the money.
- CFO, VP Finance or Head of Finance, if the company has one or has just hired one.
- Finance Manager or Controller: runs the day-to-day and the expense process.
- COO, when operations owns tools and vendors.
What to say
Congratulate briefly, then be useful: what a company usually sets up after a round (protecting a larger balance, cards and spending rules for a growing team, cleaner reporting for the board) and the one part your product makes simpler. A message that only congratulates is one of many they get that week.
A newly funded company hears from a lot of vendors at once. Short, specific and relevant to their stage gets read; a long introduction does not.
How Coolie finds them
Turn on Funding for your agent
Nothing to configure on the signal itself: the startups your ICP describes, by country, industry and size, are the ones whose rounds come through.
Coolie finds who just raised
Coolie picks up the rounds of the last 30 days; each lead names the round and, if disclosed, how much was raised.
It finds the decision makers
At each company, Coolie looks for the people whose job titles match your ICP, and gives each lead a score.
It researches the leads you pick
For the leads you choose, Coolie writes a research brief (the company's news, the person, the reason to write now) and a personalized email and LinkedIn sequence.
It writes and sends from your own accounts
Email and LinkedIn steps go out from your own mailbox and LinkedIn account, spread over your working hours. You approve each message, or let the agent run on autopilot.
Signals to pair it with
A startup that just raised is usually about to hire: Hiring finds the finance roles it posts, and Recent Job Change finds a new finance leader in their first months. See all signals.
Example (fictional)
You sell a business account with cards and spending controls to startups in Europe.
Coolie finds Quillstone Robotics, 35 employees in Denmark, which announced a seed round three weeks ago.
It finds Quillstone's co-founder and newly hired finance manager, scores them, and when you pick them drafts an email about giving the team cards with limits before the next hires start.
Every company and person in this example is invented.
Frequently asked questions
Which rounds does Coolie find?
Those announced in the last 30 days by companies in your ICP's countries, industries and sizes. Each lead shows the round, such as a seed or a Series A, and its amount when it was made public.
Aren't newly funded startups flooded with sales messages?
Often, which is why the message matters more than the timing alone. Coolie writes from the round and the research brief, so your first message can be about their next step rather than their announcement.
Can I aim at certain stages only?
The signal has no stage setting. Aim with your ICP's company sizes, earlier or later, and choose leads by the round each one shows.