Series Funding Automation: Turning Funding News into Sales Opportunities

I’ve always believed growth is about leverage. Not working harder but working smarter, spotting where hours are wasted, where processes repeat, and where automation can free us to scale without burning out.

At Revv Growth, Monday mornings exposed this truth better than anything else. My inbox would flood with funding announcements: Series A, Series B, fresh capital, big names. On paper, these were golden opportunities. In reality, they triggered a scramble. The team would open tab after tab, chase LinkedIn pages, and patch together spreadsheets late into the day. By the time we had a usable list, the news was cold and competitors were already in front of the very leaders we wanted to reach.

That was the breaking point. We didn’t need more people buried in grunt work. We needed leverage. Today, every Monday like clockwork, our Slack lights up with clean, structured, verified Series funding leads ready for our data and SDR teams to run with. But it wasn’t always this way. Let me take you behind the scenes.

The Painful Reality of Series Funding Lead Research

In outbound B2B SaaS, funding news is a trigger signal. When a company raises a Series A or B round, it usually means three things: they have fresh capital, they are hiring and scaling fast, and they are ready to invest in growth channels like marketing. For Revv Growth, these moments were golden. Reaching out right after a funding round made the difference between being ignored and starting a real conversation with a GTM leader who was actively looking for support.

The challenge was how we handled this process. Everything was manual. We had to scan funding articles, copy details into spreadsheets, search for LinkedIn pages, and then track down decision-makers like Founders, CEOs, or VPs. Each profile had to be added by hand, sometimes with an email if available, before passing the sheet to the data and SDR teams.

This meant hours of repetitive work. The team was stuck switching between tabs, filling incomplete sheets, and constantly verifying information. By the time everything was ready, the news was no longer fresh and competitors had often moved faster. Worst of all, the process did not scale. Whether we needed ten leads or a hundred, the effort was the same. We wanted our team to focus on meaningful outreach and conversations, not on data grunt work. That was the problem we set out to solve.

Why the Old Way Was Broken

• Slow: By the time we found the right people, the funding news was already old and competitors had reached out.
  
• Error-prone: Mistakes like wrong LinkedIn pages, outdated titles, or bad emails hurt our outreach.
  
• Demoralizing: Nobody wanted to spend hours copying and pasting data from articles into sheets.
  
• Not scalable: Whether we needed 10 leads or 100, the manual effort was the same.

This was exactly the kind of problem that automation needed to solve.

The Moment of Realization

We realized the real problem was not reading headlines but wasting time on repetitive steps. What we needed was a system that could automatically pull funding news, extract key details, find the company’s LinkedIn page, identify the right ICPs, organize everything in a Google Sheet, and send it straight to Slack for the team to use. That became the blueprint for our Series Automation.

How We Built the Series Automation

Here’s the step-by-step flow we set up.

Step 1: Capture Funding News

Every Monday at 10:00AM, the automation starts running. It scans trusted sources for the latest funding announcements and collects the headlines. For example, if a company raises Series A with $7.5M, that headline is picked up and used as the starting point for the entire workflow.

Step 2: Parse the Article Data

Once the headline is captured, the automation goes into the full article and pulls out key details such as the company name, funding amount, funding round (Series A, B, C, etc.), funding date, investors, and the publication source. All of this information is neatly organized into a new Google Sheet that’s automatically created with that day’s date.

Step 3: Find the Company on LinkedIn

After capturing the article details, the automation uses SERP API (Google Search API) to search for the company’s official LinkedIn page. This works just like a human typing “LinkedIn + [Company Name]” into Google, but it does it much faster and at scale, ensuring we get the right LinkedIn profile for each company.

Step 4: Enrich the Company Profile

Once the LinkedIn URL is found, the automation uses Apify to scrape key details such as industry, company size, year founded, website domain, and the About section description. This ensures we do not just have a company name on a list but full context that helps the team qualify at a glance.

Step 5: Identify ICPs

This is where the workflow gets powerful. Using SERP API, the automation searches for the right ICPs (Ideal Customer Profiles) within the company, typically roles such as Founder, Co-founder, CEO, VP Marketing, VP Sales, or Head of Growth. Once the profiles are identified, Apify scrapes their LinkedIn pages and pulls in details such as name, role, LinkedIn URL, and when available, email address.

Step 6: Push Results to Slack

Finally, the automation sends an update to Slack with a clean summary of the day’s results, for example, “Hi team, here’s today’s Series funding lead update. Number of leads scraped: <number of leads scraper today>. Check out the sheet here.” With just one click, the team can access the Google Sheet and start working with all the data instantly.

What Happens Next

Once the data is scraped, the data team verifies it, filling in blanks or fixing any inconsistencies. After that, the SDR team takes over and uses the cleaned data for outreach, creating personalized emails and proposals that reference the funding event and sometimes even highlight competitor activity. What once took days now happens in just a few hours.

The Outcomes

• Time savings: Hours of manual work reduced to an automated Monday update.
  
• Faster outreach: We now reach companies within 24 hours of funding news.
  
• Better accuracy: APIs and scrapers deliver cleaner LinkedIn and ICP details.
  
• Higher morale: Teams spend energy on outreach and strategy, not repetitive tasks.

One teammate summed it up: “This was the toughest to understand, but now I see it directly benefits us. It saves time and gets better leads.”‍

What We Learned

Looking back, here are the big lessons from building this:

1. Automation works best when the workflow is clear. We only got this right after mapping each manual step, one by one, into automation logic.
   
2. Verification is non-negotiable. AI and scrapers are powerful, but data still needs a human eye before it hits outreach.
   
3. Notifications drive adoption. Slack updates keep everyone in the loop and build trust in the process.
   
4. Always start with the “why.” Our “why” was simple: stop wasting human hours on low-value tasks. Once that was clear, everything else followed.

Final Thoughts for SaaS GTM Teams

If your B2B SaaS team is still manually scraping funding news, you’re wasting valuable time. Funding events move fast, and the quicker you act, the better your chances of starting real conversations with decision-makers who are ready to buy. Our Series Automation is not a magic trick. It is simply a smarter way to structure an existing process. But it has made us faster, more accurate, and more scalable. 

The key lesson is simple: let humans focus on strategy and conversations, and let automation handle the repetitive work. That is how you create leverage, scale sustainably, and achieve real growth. We built this workflow because our team deserved to spend time on strategy, not spreadsheets.

Want to automate your Series funding research?

This system turned hours of manual research into a Monday morning Slack update. If your SaaS team wants the same speed and accuracy, reach out. Connect with me on LinkedIn and I will walk you through the workflow and show how you can put automation to work for your GTM process.

— Karthick Raajha
Founder, Revv Growth

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