FREE Fundraising Tool

Free Fundraising Tool for Startups

Complete these steps to add powerful, free fundraising tools to your free HubSpot portal in minutes!
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Managing your raise can be a challenge, but we're here to help!

Below are step-by-step instructions for how to activate and utilize your free fundraising portal. If you have any questions or get stuck, please send us an email at


Step 1: Claim Your Free HubSpot Portal

Join HubSpot's free, founder-focused perk program by completing a 3-minute application.

Already have a HubSpot account? Make sure to apply for HubSpot for Startups anyways using the button below. You can use your existing account or create a new, separate HubSpot account for Fundraising!

Claim your Free HubSpot Portal


Step 2: Add Fundraising Portal Customizations

This will enable you to participate in the fundraising workshop! By connecting your portal, this application will automatically configure your instance of HubSpot for optimal 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 fundraising assets to be created in.

Setup Your Fundraising Portal


Step 3: Sync Your Account


Step 4: Start Fundraising!

You should now have all the tools you need to start your fundraising outreach. If you have any questions or need further help, please reach out to

Don't forget, you are invited to attend our event on May 28th with Wamda Capital. Click here to add a reminder to your calendar.


Portal Replicator FAQ

The tool is a custom-built piece of software designed by HubSpot to make it easy to set up your account for fundraising success. By connecting your HubSpot account, the tool will automatically configure your settings and install some useful tidbits so you're ready to rock!

If you're an existing HubSpot user, we strongly recommend creating a new HubSpot portal for your fundraising efforts to ensure data stays tidy. 

Portal replicator screen shot

As long as you have access to a HubSpot account for your company you can install the fundraising tools provided.

If you're not sure, simply click the application link in Step 1 while logged into your HubSpot account to find out.

When applying, you can select "Create a new, fresh account" to create a new Hub.

Nope. Your HubSpot for Startups application automatically creates a free, entry-level HubSpot account that doesn't expire. There are no purchases or credit cards required, simply complete the application on behalf of your startup to get started.

Questions or concerns?