- AI-Agent
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Verify Last Funding Round
Check the latest announced round and add a sourced watchlist brief
Use this Agent instantly or customize it - no programming needed
- Company identityCompany identity
Your new company page provides the name and website needed to identify the right company.
- Funding sourcesFunding sources
Public announcements and company pages provide round facts and context for your prospecting brief.
- Citation ruleCitation rule
Your research rule requires source links for dates and amounts and flags evidence gaps.
monday.com starts each run, finds public funding sources, and holds the brief.
- Review flagsReview flags
Your page shows identity questions, missing facts, or conflicting claims for researcher review.
- Review flagsReview flags
Your page shows identity questions, missing facts, or conflicting claims for researcher review.
- Review flagsReview flags
Your page shows identity questions, missing facts, or conflicting claims for researcher review.
- Funding briefFunding brief
Your company page gets a short profile and the latest supported round with source links.
- Review flagsReview flags
Your page shows identity questions, missing facts, or conflicting claims for researcher review.
- Funding briefFunding brief
Your company page gets a short profile and the latest supported round with source links.
This Agent starts when you add a company to your funding watchlist. It checks public announcements for the last funding round. It writes a sourced brief and flags gaps on the company page.
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monday.comUsed as:
- Funding watchlist
monday.com starts each run, finds public funding sources, and holds the brief.
Made for your industry
Verify Last Funding Round is made for businesses in these industries.
- Software
Add sourced funding briefs to company pages for sales prospecting.
Show all Agents for the Software industry - Financial Services
Verify recent funding rounds for company sourcing and investment review.
Show all Agents for the Financial Services industry - Market Research
Check funding claims before researchers profile emerging companies.
Show all Agents for the Market Research industry
Made for your role
Verify Last Funding Round is made for people in these roles.
- Lead Generation Specialist
Add sourced funding briefs to new prospect pages.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Verify each prospect's latest announced round for the watchlist.
Show all Agents for the Sales Researcher role - Research Analyst
Compare funding announcements and flag conflicting claims.
Show all Agents for the Research Analyst role - Investment Analyst
Check round dates and amounts before reviewing a company.
Show all Agents for the Investment Analyst role
Made for your department
Verify Last Funding Round is made for people in these departments.
- Sales
Add cited funding briefs to company watchlists for prospecting.
Show all Agents for the Sales department - Research
Document company context and funding sources for review.
Show all Agents for the Research department - Business Development
Verify new companies' funding before prospecting review.
Show all Agents for the Business Development department - Investment Research
Check latest rounds and flag evidence gaps in company briefs.
Show all Agents for the Investment Research department
How Verify Last Funding Round works
4 steps, in order, on every run.
-
Identify the companyRead the company name and website from the new page. Use both to distinguish companies with similar names.
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Find the latest roundSearch public funding announcements and select the most recent announced round. Leave unannounced raises out of the brief.
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Check the funding detailsCheck the announcement date against linked sources. Compare the amount and currency, then flag missing or conflicting claims.
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Write the funding briefAdd a company profile and latest round to the watchlist page. Link sources for each stated date and amount, and note unresolved facts.
How to Get Started
Connect monday.com, the tool this Agent works with.
1 tool
- Choose the shared company watchlist and give the Agent access to read and edit its pages.
- Require a company name and website on each new watchlist page so the Agent can distinguish companies with similar names.
- Enable the watchlist's new-page trigger and web search, and designate where each funding brief should be written on its page.
- Set the research rule to cite the announcement for every reported round date and amount and to flag missing or conflicting evidence.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Verify Last Funding Round:
Add the company name and website. You also choose where the funding brief goes and set the rule for citing dates and amounts.
Your page says the amount is missing. You can review the linked announcement without an estimated figure.
Your page shows the competing claims with links and marks the round for researcher review.
Your page gets an identity question rather than a funding claim. Your researcher can resolve the company match.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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