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Portal Replicator Tool

Activate Your Fundraising Tools

Complete the steps below to access your free Fundraising CRM and deal management tools + save up to 75% on HubSpot through Literally Helping Startups!

Questions: dgallagher@hubspot.com
2023_Brand_Gears (1)

Portal Replicator Tool

Activate Your Fundraising Tools

Complete the steps below to access your free Fundraising CRM and deal management tools + save up to 75% on HubSpot through Literally Helping Startups!

Questions: dgallagher@hubspot.com
2023_Brand_Gears (1)

Step 1: Apply for HubSpot for Startups

Join HubSpot's free, founder-focused perk program by completing a brief application. This will create a free HubSpot instance for running your raise or apply savings to an existing account. Through Literally Helping Startups, you can save up to 75%!

Apply Here

Step 2: Add Fundraising Portal Customizations

This will enable you to participate in the fundraising workshop in real time. Connecting your HubSpot account here will automatically configure your portal for fundraising success.

Fundraising Portal Contains:

  • 1 Fundraising Pipeline with Custom Stages
  • 1 Investor Information Collection form
  • 2 Outreach Email Templates
  • 6 fundraising-related properties (3 Deal, 2 Company, 1 Contact)

Important: When entering the app, select the Hubspot account you want your fundraising assets to be created in.  If you already use Sales Deals in HubSpot we recommend using the above link to create a *NEW* account for your fundraising tools.

Setup Your Fundraising Portal

Step 3: Connect Your Accounts to HubSpot

New to HubSpot? You'll want to ensure you've got a few things connected:

Portal Replicator FAQ

Questions or concerns?
Contact dgallagher@hubspot.com