A going-concern warning, a CFO exit, a new credit facility — material events hit the SEC the moment a company files them. Fundz parses every 8-K in plain English, correlates it with executive moves, hiring, and culture signals, and shows you the verified people to reach — so you're sourcing on the filing, not the press release.
Investment teams spend six figures on data — and still miss the signals that matter most.
PitchBook
$20-40K
Per seat/year
Bloomberg Terminal
$24K+
Per seat/year
Capital IQ
$20K+
Per seat/year
Fundz Strategic
$1,788
Per seat/year ($1,188 first-year intro)
And those premium terminals still miss the signals buried in SEC filings. A going concern warning filed at 4 PM on a Friday. An auditor change three days before earnings. A multi-8-K filing pattern that screams distress. Fundz delivers real-time SEC intelligence at a fraction of terminal pricing — and surfaces signals those platforms were never built to catch: multi-role 8-K leadership shakeups, WARN layoff filings, and culture-health decline, correlated automatically.
One distressed asset flagged before it's shopped, or one portfolio risk caught at filing instead of at the next board meeting, pays for Fundz many times over. Bloomberg gives you data. PitchBook gives you data. Fundz gives you patterns — multi-signal correlations across SEC filings, executive moves, funding rounds, and culture health that no terminal surfaces. It's not either/or. It's the layer that makes your existing tools smarter.
The difference between reading about a deal in the WSJ and acting on the SEC filing the day it's filed.
Manual SEC filing review — analysts skimming EDGAR hoping to catch material events
Delayed Crunchbase and PitchBook alerts — signals arrive hours or days after the filing
Generic deal databases with no timing intelligence or urgency scoring
No multi-signal correlation — a CEO departure, auditor change, and debt filing are three separate data points
Cold outreach to targets with no signal context or warm connection path
Portfolio blind spots — material events at portfolio companies surface in board meetings, not real time
AI-tagged 8-K filings in plain English the moment they hit the SEC — no manual review needed
Multi-signal correlation: 8-K + website change + exec departure = distress pattern identified automatically
Predictive scoring highlights companies showing expansion, distress, or M&A readiness signals
FundzWatch monitors up to 250 company websites for changes invisible to SEC-only tools
Engage surfaces warm connections and drafts signal-anchored outreach for deal sourcing
Real-time portfolio monitoring catches material events the moment they file — not at the next board meeting
Eight prioritized intelligence categories built from direct SEC 8-K filings. Every signal classified, ranked, and ready for action.
Going concern warnings, bankruptcy filings, and liquidity crises detected from 8-K filings in real time.
Auditor changes, restatements, internal control weaknesses, and SEC comment letters flagged immediately.
Lost customers, terminated partnerships, and revoked licenses that signal revenue risk.
Identify companies filing multiple 8-Ks in short windows — a leading indicator of material change.
Credit agreements, revolving facilities, and convertible notes — track who is raising capital and on what terms.
Divestitures, spin-offs, reorganizations, and asset sales that reshape corporate structure.
CEO, CFO, and board changes — the earliest signal of strategic pivot or governance shift.
Acquisitions, mergers, tender offers, and definitive agreements tracked from filing to close.
Seven integrated intelligence layers — from SEC signal detection to warm deal sourcing outreach — that give investors a decisive information advantage.
From sourcing the deal to monitoring the portfolio company two years later — Fundz is the intelligence layer that never sleeps.
Identify acquisition targets, distressed assets, and companies raising capital before competitors see them.
Surface audit red flags, compliance issues, contract terminations, and leadership instability during evaluation.
Track up to 250 portfolio companies for material events, leadership changes, and distress signals in real time.
Monitor competitors of portfolio companies — M&A moves, new debt, restructuring, and executive departures.
Catch going concern warnings, auditor changes, and multi-filing patterns before they become headlines.
Generate data-backed market intelligence for LP updates — sector trends, deal flow, and portfolio event timelines.
Even in PE/VC, warm intros win. When Fundz detects a signal matching your investment thesis, Engage helps you reach the right people with the right context — before the deal hits the market.
The fractional economy matters here too. PE and VC firms increasingly place fractional CFOs, CROs, and operators at portfolio companies. Engage helps you connect with these professionals — the people closest to the operational reality — using the same signal-driven approach.
Terminal-grade intelligence at a fraction of terminal pricing. Annual intro pricing available for new users.
An AI agent can read a single SEC filing but has no structured history to recognize patterns. Fundz has years of temporal context — so a CFO exit, a new debt facility, and a culture-score decline at the same company read as one distress pattern, not three disconnected data points.
We use AI everywhere — for parsing, scoring, and summarization. The proprietary signal data underneath is what makes the intelligence hard to replicate: 11 real-time signal types, cross-correlated, each cross-checked with our Verified Signals review.
“You guys provide terrific insights to help analyze market trends.”
Mark Mains
Elevation Capital
Somewhere in the SEC filing queue, a company just signaled exactly what you are looking for. The question is whether you see it first — or read about it in someone else's deal announcement.