How to Sell and Fundraise Effectively


Learn how to manage an investor or customer pipeline. Then, deploy quick, easy, and cost-effective tools to track fundraising and sales.

Approx. 3 hours, 131 slides


How to Sell and Fundraise Effectively:

Every executive needs processes and tools to effectively manage the business. But startups often struggle with existing commercial CRM solutions due to:

  1. Pricey monthly/annual recurring subscription costs.
  2. Wasted time and effort spent customizing and configuring complex, cumbersome tools, which ultimately distracts founders from more important tasks.
  3. Failure to track the investor pipeline, resulting in no visibility on the progress or traction of one of the most important founder responsibilities: fundraising.

Startups without the funds or time to commit to costly SaaS platforms can adopt the ready-to-use processes and tools provided in this class for a low, one-time cost. Founders with basic spreadsheet skills can begin using these tools within five minutes and generate management insights and charts in less than an hour.

This class also includes training on how to identify and move leads from unqualified targets, to qualified opportunities, to signed contracts. By implementing structured pipeline processes, executives can leverage metrics to quantitatively and objectively manage traction with investors and customers. Until early-stage startups are ready to invest the time and money in a commercial platform, founders should use these simple color-by-numbers tools to quickly and cost-effectively manage fundraising and sales.


Get It In A Package

Building a successful startup requires many skills. Our training packages bundle multiple topics into a single purchase to provide introductory, core or advanced training.


Standalone Purchase

Founders who don't need breadth and only want a deep dive into Sales & Fundraising can buy this course à la carte and receive full access to all topics below.


Topics Covered in Each Package

This course is not included in our Starter Training tier.


1 hour
Core Topics, including:

The Sales Imperative

  • The #1 cause of startup failure
  • Founders and salesmanship
  • Sales beats product differentiation
  • Sales skills at Harvard Business School

Actionable Sales Training

  • Sales pipelines & funnels
  • Truths about sales performance

Sales Methodologies

  • Methodical sales processes
  • Sandler Selling System
  • Truths about sales performance

Incorporating Sales Tactics

  • Sales recipes
  • 15 actionable sales tactics

Sales Qualification

  • Definition of a qualified opportunity
  • Sales qualification frameworks



3 hours
Everything in Pro, plus:

Highlights of SPIN Selling

  • Sales questioning process
  • Problem vs implication focus
  • SPIN Selling phases
  • Features, advantages and benefits
  • Sales meeting outcomes

Highlights of Customer Centric Selling

  • Achieving goals, solving problems, satisfying needs
  • Sales-ready messaging

Highlights of Strategic Selling

  • Strategic positioning before sales engagement
  • Tactics during a sales meeting
  • Key elements of Strategic Selling

Ready-to-Use Tools

  • Funnel stages
  • Pipeline metrics and graphs
  • Investor pipeline and funnel spreadsheet
  • Customer pipeline and funnel spreadsheet


Startup Resources for Every Budget

Want to learn more about our Training Packages? 
Click here for all the details.



Lifetime Access

Affordable content to
Launch your Startup
  • 16 hours of Startup Training
  • Focused on core fundamentals:
    Funding Strategy Intro; Getting to MVP Intro; Idea Validation Intro; Fundraising from Founders, Friends & Family; Startup Equity; Startup Tax Mistakes; Pitch Deck Storytelling
  • Exclusive bonus content & access to all future classes
  • 1 Group Coaching session per quarter*
  • Starter & Intermediate Tools
  • Optional: 2 Individual Coaching Sessions*



Lifetime Access

High-value content
for Intelligent Fundraising
  • 40 hours of Startup Training
  • Focused on advanced topics:
    Adv. Funding Strategy; Adv. MVP; Adv. Idea Validation; How to Sell & Fundraise; How to Model Startup Financials; Crowdfunding; Talent Strategy; Pitch Deck De-Risking
  • Exclusive bonus content & access to all future classes
  • 2 Group Coaching sessions per quarter*
  • All Pro & Advanced Tools
  • Optional: 6 Individual Coaching Sessions*

Just want this standalone sales & fundraising course? 

Get access to the full course and tools for just $297.