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Portal Replicator Tool

Activate Your Fundraising Tools

Complete the steps below to add powerful, free fundraising tools to your instance of HubSpot in minutes!

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

Portal Replicator Tool

Activate Your Fundraising Tools

Complete the steps below to add powerful, free fundraising tools to your instance of HubSpot in minutes!

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

Step 1: Apply for HubSpot for Startups

Join HubSpot's founder community by completing a brief application. You'll receive a free HubSpot portal for running your raise with pre-applied discounts on future purchases. 

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 you begin, select the Hubspot account you want your fundraising assets to be created in:

New HubSpot users: Create a new free portal and implement the fundraising pipeline instead of your sales pipeline.
Existing HubSpot users: We recommend you create a new portal to ensure your pipeline data is not overwritten.

Setup Your Fundraising Portal

Step 3: Connect Your Accounts to HubSpot

New to HubSpot? You'll want to make a few connections first:

Step 4: Attend the Live Workshop

Join us on Zoom for a live learning session covering the fundraising landscape and how to run a successful outreach process.

September 25th at 4 pm CET 

 

 

Fundraising Portal FAQ

Questions or concerns?
Contact hsfs@hubspot.com