How to Build a Fundraising & Prospecting Engine Using Clay

About the Workshop

In this training, you’ll learn how to use Clay to find investors and your prospects and generate workflows that help you discover, qualify, and engage your ideal prospects automatically.

Clay is transforming how founders/teams build lead pipelines, enrich data, and personalize outreach — without manual work.

### What You’ll Learn

• How to build dynamic lead lists using filters and enrichment sources.
• How to automate research with APIs and logic-based workflows.
• How to use AI prompts in Clay to write personalized outreach at scale.
• How to integrate Clay with CRMs, cold email tools, and Airtable.
• Live demo: creating a full investor or customer prospecting system from scratch.

### Who Should Attend

• Founders raising funds or seeking investors
• SDRs and growth marketers doing outbound prospecting
• Partnership and business development professionals
• Anyone looking to replace manual research with automated data enrichment