Template library
Rule pack: fundraising and investors
The Fundraising & Investors pack in Sellinger's rules picker has 6 rules: 1 that aims at investors active in your sector and stage, 2 that skip investors outside it and sellers pitching to you, and 3 that send deck requests, meeting requests and human requests to a person. This page shows each rule as written.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
What the pack is
Investor outreach is narrow by design: the right list matters more than any rule, and a founder takes every serious conversation. The catalog's description of this pack is: warm up investors in your stage and sector, escalate deck and meeting requests. It is one of 8 packs in the catalog.
It is the smallest pack, because investor outreach is mostly about the right list and a founder who takes every serious conversation.
The 6 rules, exact text
| Group | Rule as written | What it does |
|---|---|---|
| Inclusion | Investors active in our sector and stage | Keeps the list to investors who could invest. |
| Exclusion | Investors outside our stage, sector, or geography | Avoids wasting a first impression. |
| Exclusion | Salespeople, SDRs, and BDRs pitching their own services to us | Skips service providers who target founders who are raising. |
| Human review | Investor asks for the deck, data room, or key metrics | Lets the founder send materials and control access. |
| Human review | Lead wants a phone call or is ready to book a meeting | Gets the founder on the call. |
| Human review | Lead asks to speak with a human, a manager, or a specific person | Investors who ask for the founder get the founder. |
Rules worth adding in your own words
- Flag any investor who mentions other investors in the round, so the founder answers.
- Skip investors who passed in the last six months unless something material changed.
- Hand over any question about valuation, terms or the cap table.
When to use this pack, and when not to
Use it when
- A founder is raising and has a clear stage, sector and geography.
- The founder can take deck requests and calls quickly.
Do not use it when
- You are promoting a fund or an investment to the public, which is regulated.
- Nobody can answer investor questions within a day.
How to add the pack in the app
In the campaign's Rules tab, open the Templates button of a group, choose Use-case Packs, open Fundraising & Investors and tick its rules, then Add. Repeat for each group. The B2B SDR pack page shows the steps in detail.
What the data says
No outcome data yet. Sellinger has not measured what this pack changes in reply or meeting rates, and this page claims nothing. The catalog was built from an analysis of real customer rules; that is a statement about how it was written, not about results.
Common questions
Will the agent send the deck?
Is there a matching persona?
Where are the matching goals?
Sources and method
Rule text and pack membership: the in-product rule template catalog (frontend/src/lib/rule-templates.ts, RULE_PACKS), read 24 October 2026. Group meanings: the Rules tab help text in the app.
Related: Templates hub, Persona template: fundraising, Goal templates: fundraising, Investor outreach.
