What Would It Take for You to Refer Clients to Fundraising Support Programs?
You’re often the first to know when a client is about to raise money. What would it take for you to refer them somewhere? As you’re in RevOps, Sales, you tend to have a read on what clients (and prospects) are looking for - which includes investment. I’m curious what happens next, from your side. I’m exploring how founders get connected to the resources that actually help them prepare for fundraising, things like investor readiness programs, accelerators or even pitch coaching. So I want to ask directly:
If a client mentioned they were about to go out and raise money, would referring them to an accelerator or investor readiness program even cross your mind?
What would that program or resource need to look like for you to feel good putting your name behind it?
What would make it easy, even natural, to pass something along?
Appreciate your thoughts.
