Template library
Goal templates for fundraising and investor outreach
Sellinger's goal picker has 2 Fundraising goals. Both aim at a short intro call, and both hold back the deck until the investor shows interest. This page shows the exact text and how to use it.
Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.
What this category is for
Investor outreach fails when it reads like a mass mailing, so both catalog goals push the agent toward a specific reason for contact. The first checks openness before sharing anything. The second sets a weekly count of conversations and asks the agent to open with why this investor fits this round. They suit a founder who already has a list of investors worth writing to and a clear description of the round.
The 2 catalog goals, exact text
Gauge whether the investor is open to reviewing the deck or taking a brief ten-minute intro call about the round. Share materials only after interest is expressed.
Book intro calls with investors whose thesis matches the company, target 3 quality conversations per week, and open with the specific reason they fit this round.
What each goal does
| Goal | What it achieves | Watch for |
|---|---|---|
| Investor openness | Holds back the deck until the investor shows interest, which avoids unsolicited attachments. | The ten minute call and the deck are two asks. Keep one if your round is early. |
| Thesis match calls | Makes the opening about the investor's own thesis, not your pitch. | It needs a researched reason per investor. Without research the reason is guessed. |
When to use these goals, and when not to
Use them when
- You have a defined round: stage, size, sector and a short summary.
- Your investor list is filtered by stage, sector and geography, so the thesis match is real.
- You or a co founder will take every call that gets booked.
Do not use them when
- You have no deck or no round description. The agent would invent the reason to contact.
- Your investors are already in warm conversations with you. A cold goal would feel out of place.
- You expect the agent to negotiate terms. It is built to open a conversation and hand over.
How to add one in the app
- 1
Step 1
Open the campaign
Open the campaign's configuration drawer and choose the Goals tab.
- 2
Step 2
Open the picker
Click Templates. Goals are grouped by use case, and you can search them.
- 3
Step 3
Pick one and fill the blanks
Click a goal to expand it. These goals have no blanks, so you can click Use straight away.
- 4
Step 4
Use it
Click Use. The Add Goal dialog opens with the text and priority filled in. Edit the wording, then save with Add Goal.
What the data says
No outcome data yet. Sellinger has not measured results for this exact goal text, so this page makes no claim about replies, meetings or revenue. Measured campaigns are in the case studies.
Common questions
Does the agent send the deck?
What does 3 quality conversations per week mean?
Is there a fundraising rule pack?
Sources and method
Goal text: the in-product goal template catalog, checked 2026-10-19. Steps: the campaign Goals tab and goal template picker in the app.
Related: Templates hub, Outreach rules, Use case: book sales meetings, Use case: founders.
