Upgrade $165M Series G Sales Trigger Playbook
Upgrade just secured $165M in Series G. Lock on Renaud Laplanche and pitch your risk analytics to fuel deal flow and close faster.
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🚀 Battle Card: Upgrade
Quick trigger:
👤 Decision Maker in the News
- Renaud Laplanche, CEO 📧 rLaplanche@upgrade.com
💡 Why It Matters
- This capital boost supercharges risk analytics and loan product expansion, marking a prime Upgrade sales trigger for your advanced credit tools → Source
🎯 Core Pain Point
- Scaling loan portfolio management efficiently
- Maintaining credit quality and regulatory compliance
💰 What to Pitch
- Primary: Data Analytics Platform → Enhanced risk modeling and loss reduction
- Expansion: Omnichannel Customer Engagement Suite → Higher acquisition and retention rates
🗺️ Quick Context
- HQ: San Francisco, CA
- Employees: ≈ 75
- Rev: ≈ $100M
- Website: Upgrade
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Upgrade’s business.*
- SoFi — Personal Loans / Credit Cards
- Unique edge: Integrated banking + investing
- Evaluated by CFO for product ROI
- Affirm — BNPL / Point-of-Sale Loans
- Unique edge: Merchant network integration
- Evaluated by VP Ops for partner scalability
- LendingClub — Personal Loans / Lines
- Unique edge: Proven underwriting engine
- Evaluated by Head of Risk for credit models
- Avant — Personal Loans / Credit Lines
- Unique edge: Flexible underwriting for thin files
- Evaluated by Dir. Finance for portfolio diversification
✅ Do-Now Checklist
Connect with Renaud Laplanche on LinkedIn
Leverage this Upgrade sales trigger in your first email + DM (Copy-My-Prompt Step 7)
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get daily Upgrade sales trigger intel—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑❑
PROOF_METRIC = ❑❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
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NAME = Renaud
COMPANY = Upgrade
DEPT = Risk Analytics
SIZE = 75
BOTTLENECK = Scaling loan portfolio management efficiently
EVENT = Scores $165M Series G Preferred
DETAIL = scored a $165M Series G Preferred round
PAIN = Maintaining credit quality and regulatory compliance
SRC = https://vcnewsdaily.com/upgrade/venture-capital-funding/sbxpmxpwkg
SIM_CO = SoFi
WIN_METRIC = 20% loss rate reduction
NEXT_SIZE = 150
EMP_EST = 75
REV_EST = $100M
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TASK FOR CHATGPT
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Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 75-person Risk Analytics
Renaud—noticed your Risk Analytics team is ≈ 75.
That’s when Scaling loan portfolio management efficiently slows growth.
We helped SoFi fix this with ≈ TBD.
Result: 20% loss rate reduction.
Quick call?
PS—next bottleneck hits ≈ 150.
DM ≤45 words, TONE:
Saw your post about scored a $165M Series G Preferred round — Maintaining credit quality and regulatory compliance.
≈ TBD. ≈ TBD.
Quick chat?