How to set up custom alerts in Harmonic to track company funding round updates

If you’re an investor, a founder, or just someone trying to keep up with startup funding news, you’ve probably felt the pain of missing a big announcement. Harmonic is supposed to help with that—if you set it up right. This guide is for anyone who wants to actually get useful, timely alerts about company funding rounds, without a bunch of irrelevant noise or missed signals.

Let’s cut through the fluff and get your Harmonic alerts working the way you want.


Why Use Harmonic for Funding Round Alerts?

First, a quick gut check: is Harmonic actually good for tracking funding news? Honestly, it’s one of the better databases for this kind of thing. Harmonic’s data on private companies is pretty fresh, and their alerting system is flexible enough for most people’s needs. That said, it’s not magic—if a round isn’t reported or gets buried, you won’t hear about it. But for anyone who’s tired of scraping TechCrunch and Twitter, Harmonic is worth a look.


Step 1: Get Access to Harmonic

You can’t set up alerts if you don’t have access in the first place.

  • Check your subscription: Harmonic isn’t free. If you’re at a VC firm, your team might already have a license.
  • Sign up: If you need to, request a demo or trial through their sales team. (Yes, it’s a bit of a gatekeeping move, but that’s the reality.)

Pro tip: If you’re at a smaller firm or solo, don’t be shy about asking for a pilot or a “startup” rate. Sometimes they’ll play ball.


Step 2: Decide What You Care About

Before you get lost in menus, figure out what you actually want to track. Too many people just set alerts for “every funding round” and end up drowning in junk.

Here’s what most folks actually care about:

  • Specific companies (your portfolio, competitors, targets)
  • Industries or sectors (e.g. “fintech,” “healthcare AI”)
  • Geographies (US, EU, APAC, etc.)
  • Funding stages (Seed, Series A, etc.)
  • Round size thresholds (e.g. “only Series B rounds over $10M”)

Write this down somewhere. The more specific, the better.

Don’t skip this: If you try to filter later, you’ll just end up annoyed.


Step 3: Find the Right Filters in Harmonic

Once you’re logged in, head to the search or company database section. Here’s where the real work starts.

Setting Up Your Search

  • Use the search bar: Type in keywords for sectors, locations, or names.
  • Apply filters: Most Harmonic accounts let you filter by:
  • Industry
  • Funding stage
  • Geography
  • Recent activity (e.g. “Funding in the last 30 days”)
  • Employee count, revenue, and more

Try building a search that’s as close to your target as possible. Don’t be afraid to experiment—combine filters until the results look right.

Watch Out For:

  • Overly broad filters: “All US companies” will flood you with useless alerts.
  • Outdated tags: Sometimes companies aren’t tagged perfectly, so you may need to try a few variations (e.g. “health tech” vs. “healthcare”).

Step 4: Create the Alert

Now for the main event.

  1. Save your search: Once your filters are set, look for a “Save Search” or “Create Alert” button (usually near the top of the results).
  2. Name your alert: Give it a name you’ll recognize in your inbox—“Fintech Seed Rounds, US Only” beats “Alert #2.”
  3. Set the frequency: You’ll likely have choices like:
    • Real-time (as soon as it happens)
    • Daily digest
    • Weekly summary

For funding rounds, real-time or daily is usually best—weekly is probably too slow for most investors.

  1. Choose delivery method: Most folks go with email, but some plans let you push alerts to Slack or integrate with Zapier. If you live in Slack, set it up there.

  2. Confirm and test: Save the alert and wait for the confirmation. If you don’t get a test alert, check your spam folder or notification settings.


Step 5: Tune Your Alerts (Seriously—Do This)

Here’s where most people screw up: they set alerts and forget about them. A week later, their inbox is either empty or overflowing.

  • After a few days, review: Are you getting useful alerts? Too many? Not enough?
  • Refine your filters: Tighten your criteria if you’re seeing noise, or loosen them if you’re missing deals.
  • Mute or edit alerts: Don’t be sentimental—if an alert isn’t helping, kill it or tweak it.

Honest take: You’ll never get it perfect on the first try. Plan to adjust every couple of weeks, especially if your investment focus changes.


Step 6: Dealing with False Positives and Missed Alerts

No system is perfect, and Harmonic is no exception.

Common Issues

  • False positives: Sometimes you’ll get an alert for a round that isn’t actually new (maybe it was a filing or a news rumor).
  • Missed rounds: If the round isn’t in Harmonic’s data yet—or if the company is stealthy—you might not hear about it right away.

What to Do

  • Double-check big news: If you see something important, confirm it with another source (Crunchbase, PitchBook, or even company press releases).
  • Don’t rely on one tool: Harmonic is good, but don’t fire your Google Alerts yet.

Step 7: Advanced Moves (Optional)

If you really want to get fancy, here are some extra tricks.

  • Integrate with Slack or Zapier: If you have access, pipe alerts straight to a dealflow channel or a CRM system. This is great for teams who want to keep everyone in the loop.
  • Export alert results: Some plans let you export companies from your search—useful for building outreach lists or updating your CRM.
  • Stack filters: Play with combinations like “US fintech companies, Series A or B, female-founded, funding over $5M.” The more targeted, the less noise you’ll get.
  • Shared alerts: If you’re on a team, see if you can share alert settings so everyone’s tracking the same stuff (not all plans have this, but worth asking support).

Reality check: Most people don’t need to go this deep. Don’t let perfect be the enemy of good.


What to Ignore

  • Generic “trending companies” alerts: Usually just rehashes of what’s already obvious.
  • Vanity metrics: Don’t set alerts for every company “hiring” or “updating their website.” You’ll never keep up.
  • Overly broad sectors: “Tech companies raising money” is basically the whole database—narrow it down.

Quick Troubleshooting

  • Not getting alerts: Check spam, then check your Harmonic notification settings.
  • Too many alerts: Tighten your filters. Don’t be afraid to delete and start over.
  • Annoying “false alarms”: It happens—refine your filters, and don’t expect perfection.

If you’re totally stuck, Harmonic’s support is generally responsive (though not always lightning-fast).


Keep It Simple and Iterate

The trick to useful funding round alerts is to start specific, see what actually hits your inbox, and tweak from there. Don’t try to build the perfect system on day one. The simpler your filters, the more likely you are to actually use the alerts. And if you ever feel overwhelmed, just pause or delete an alert—no shame in that.

Get your first alert working, see what you get, and adjust. That’s how you actually stay on top of funding news—without driving yourself nuts.