Prompt

Qualify your account list by financial events

Tools: ClaudeLusha

Outputs on this page come from a live run on September 10, 2026. Company names are masked to initials. No contacts were previewed or revealed.

The Lusha plugin for Claude carries Financial Events as one of seven news signal types. It is a qualifier, not a list builder: to find companies that raised, use the structured funding filter (stage, date, amount) in prospecting. Use this signal on a list you already have, to learn what kind of quarter each account is in.

The prompt

Qualify my account list by recent financial events and tell me how to pitch each one.

Before anything else, run account_usage and tell me my remaining credits. Do not run any signal call if fewer than 50 credits remain; stop and tell me.

Here is my list (domain, one per line):
[PASTE UP TO 25 DOMAINS]

Customer domains (or write "none"):
[PASTE]

Steps:
1. Run signals_companies_search on the list with signalTypes ["financialEventsNews"], filters.include.newsEventTypes ["Funding Round", "Strategic Investment", "Asset Investment", "IPO", "Asset Sale"], startDate 90 days ago, maxResultsPerSignal 2. Batch in groups of 25 if the list is longer.
2. For every event, pull the event type, the summary, the effective date, the article date, and whether the summary names an amount.
3. Drop any event whose effective date is more than 90 days before today, even if the article is recent. News mentions old rounds constantly; the article date is not the event date. If there is no effective date and the summary uses words like "eyes", "seeks", "in talks", "planning" or "may", mark it UNCONFIRMED instead of dropping it.
4. Classify the direction of each remaining event: RAISED if the company received capital (funding round, IPO, strategic investment into the company); DEPLOYED if the company spent or invested (asset investment, strategic investment into another company); DIVESTED for an asset sale.
5. Rank: RAISED confirmed first, then DEPLOYED confirmed, then UNCONFIRMED, then DIVESTED. Accounts with nothing in the window are NEUTRAL and stay in the table.
6. Tag customers as EXPANSION and everyone else as NEW LOGO. Set the pitch angle: RAISED = speed and scale; DEPLOYED = efficiency on the budget that remains; DIVESTED = cost and consolidation; NEUTRAL = no financial hook, use another signal.
7. For the top 5 NEW LOGO accounts that are RAISED or DEPLOYED and confirmed, write one opening line that references the direction of the event without quoting an amount or naming an investor.

Output: one table with columns Account | Event | Direction | Effective date | Status | Segment | Pitch angle | Opening line. Then two lines: what the ranking is based on, and credits used. Do not preview or reveal any contacts in this run.

What you'll get back

The situation. A list of 25 AI and GTM software companies, from seed stage to the largest private AI labs, chosen because the category has been raising money all year. No customer domains supplied.

The run. account_usage first, at zero credits. Then one batch call on 25 domains for financialEventsNews filtered to the five financial event types, 90 day window, two events per account. 5 of 25 fired, 8 events, 8 credits. One domain was mistyped and came back not identified. After dropping events older than 90 days: 4 events at 2 companies. After removing unconfirmed: 2 events at 1 company.

What came back.

AccountEventDirectionEffective dateStatusSegmentPitch angleOpening line
A.N. (AI lab, ~2,000 emp)Multi year compute capacity commitment, tens of billionsDEPLOYEDAug 26Confirmed (two wire services)NEW LOGOEfficiency on the budget that remainsA commitment at that scale puts every other line in the budget under a microscope. Verified data is the line that gets cheaper the more of the stack it feeds.
A.N. (AI lab)Series A investment into a third party startupDEPLOYEDAug 5ConfirmedNEW LOGOSame account, second event; no separate outreach
P.X. (AI search, ~800 emp)Reported new investment roundRAISEDnone givenUNCONFIRMED: article says an investor “eyes” a stake, valuation “may” cross a thresholdNEW LOGOHold until confirmed
C.U. (AI coding, ~300 emp)Series B and Series DRAISEDJul 2025, Nov 2025Dropped: 14 and 10 months old, mentioned in an August 2026 retrospective
G.L. (enterprise search, ~1,000 emp)Series FRAISEDJun 2025Dropped: 15 months old, mentioned in an article about a different company
A.T. (CRM, ~150 emp)Series ARAISEDnone givenDropped: the round closed in 2023; a partner blog post referenced it
19 accountsno eventNEUTRALNo financial hook; use another signal
1 accountnot identifiedDomain mistyped in the input list

 

Ranking based on direction and confirmation inside the 90 day window. Zero confirmed RAISED events on this list. Credits used: 8. Confirmed live via Lusha connector, September 10, 2026. Company names masked to initials.

What happens next. One account qualified. That is a normal outcome for a qualifier, and it is why this play runs on a list you already have rather than building one. The 19 NEUTRAL accounts are not dead; they need a different hook, and the check signals on target accounts play runs all 24 signals on the same list in one pass. To build a list of companies that raised in a given window, use the funding filter in the find funded companies play; it works from structured funding data, not from news coverage.

Why use Lusha in Claude

Most teams treat a funding announcement as a starting gun and a quarter later wonder why the sequence went nowhere: the round was old, or the company was the investor, or the money was already spoken for. This play keeps the signal and removes those three mistakes before a rep sees the list. Inside Claude, the plugin returns the events for the whole list in one call, and the prompt does the reading that used to take an afternoon of clicking through articles: it checks the date that matters, works out which way the money moved, and separates a report from a rumor. What is left is short, which is the point of a qualifier. The run costs signal credits only. Every signal is sourced under Lusha’s data methodology and compliance framework.

FAQ

What counts as a financial event?

A published article describing a funding round, IPO, strategic investment, asset investment or asset sale involving the company, with a summary, the event type, an effective date where the article states one, and the source. Earnings and debt events are not included.

Why drop events by effective date instead of article date?

Because in the live run half the events were old rounds that a new article happened to mention. The article date tells you when someone wrote; the effective date tells you when the money moved. Only the second one changes how an account will respond.

Should I use this to find companies that raised?

No. Use the funding filter in prospecting, which works from structured data with stage, date and amount. Use this signal on a list you already have, to set the pitch angle and to catch investment and divestment events the funding filter does not cover.

What does DEPLOYED mean for outreach?

The company just committed capital somewhere else. Budget exists, but it is spoken for, and the conversation that lands is about doing more with the remainder. Leading with growth and speed, as you would after a raise, misreads the moment.

Does this spend credits?

Signal reads cost 1 credit per event returned, including events the prompt later drops as stale or unconfirmed. In the live run, 25 domains cost 8 credits. account_usage runs first at zero credits and the prompt stops under 50. No contact preview or reveal runs in this play.

How often should I run it?

Monthly on a standing target list is enough; funding events are infrequent and the 90 day window carries them. Weekly is wasted credits on this signal.

Ready to run this?

One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.