playbook-fundraising
Playbook: Fundraising
All rules here are best practice, not law. Override any of them when the campaign calls for it; note the best practice once and move on.
Use when: the angle depends on the prospect having money to spend or a mandate to grow — either a TAM filtered to funded companies, or a first line that names their round.
Do not use when: you want headcount growth or open roles as the signal (playbook-hiring-surge).
If you want the round as a pure list filter and no copy at all, you only need lane A in §3.
One-line output: funding_line = "Saw you raised $52M in the Series B." — the whole sentence
lives in the variable. §2's downstream gate explains why that matters more than it looks.
1. Trigger and scope
Three separate questions get called "fundraising", and they route to different sources. Do not mix them up: one is a solved free problem and one is not solved at all.