Fundz Pro User Guide

 

  1. Setup/Compatibility

  2. Customizing your Filters

  3. Search

  4. Export Deals

  5. Getting to Your Feed & Company Details Page

  6. Researching & Contacting the Company

  7. News (New: Search & export news added 9/26/20)

  8. Statistics

  9. Save Favorites & Add Notes

  10. Definitions

  11. Resources for B2B Sales Efforts with Fundz

 

 

1.) Setup/Compatibility

You can access your feed on a desktop or mobile device. To receive real-time updates and get the best experience when on a desktop, use a Chrome browser and make sure you've installed the Fundz Chrome Extension

Once you've installed the Fundz Chrome extension on your desktop, you will see a red "D" shaped icon on the top right of your Google Chrome browser.  Click on the icon and once you're logged in, you'll see a listing of recent fundings like in the picture below.

To turn your real-time notifications on or off at any time, simply move the notifications toggle button in the top right to on or off.

Screen Shot 2018-07-10 at 7.26.55 AM

 

 

2.) Customizing Your Filters

When you first log in, you are directed to the Fundz Filings page. This page lists filings with new fundings matching your filters. You can always get back here by clicking the Fundz red logo in the top left of any page. (NEW: You'll also notice a "News" link at the top, we'll cover this later in this guide.)

To filter the filings you see, click Filters on the left menu. You will see a page that looks like the screenshot below. Here, you filter the fundings you see by ranges, industries and locations.

Notes on the industries "Others" & "Retailing": The filings from organizations choosing these industries consist of both a fair amount of actual startups that raised funding, as well as filings from organizations you may not be interested in, such as investment firms, holding companies and limited partnerships. 

 

When done changing your filters, be sure to click save persona filters at the bottom of the page after making any changes, or they will not be saved.

Screen Shot 2018-08-16 at 7.37.48 AM

Near the bottom of the filters page, you will see a "Show Filings" section where you can select "New", "Amended" or "All". "New" is selected by default. Amended filings are not new filings, but rather amendments to previous filings.

 

 

3.) Search

Fundz Search lets search filings and quickly get all the recent fundings you are interested in by city, state, zip codes and industries.

Screen Shot 2018-07-10 at 7.23.09 AM

 

 

4.) Export Deals

From the left hand navigation menu, click Export Deals.

First, make any desired changes to the industries and location selections. Second, click the "search" button, then wait for the results below. Once the results show up below, the "send to email" button will become active and you click this button to send the CSV file to your email.

Note: you can only export up to 500 results per search, to minimize processing time, but you can perform unlimited exports. Simply narrow the date range, location and/or industry range and then run subsequent searches to get all the information you need. 

Screen Shot 2018-07-10 at 7.21.19 AM

 

 

 

5.) Getting To Your Feed & Company Details Page

You can always get to your feed when logged in by clicking the Fundz logo in the top left. To get to the Company details page for any filing, just click on the company name in blue on the Filings page. This will bring you to a company details page, like this example.

Screen Shot 2018-07-10 at 7.25.10 AM

 

 

 

6.) Researching & Contacting the Company

Fundz is integrated with company and contact info including related emails, if available. Screenshot example below:

Screenshot of Fundz

 

Screen Shot 2018-07-10 at 7.17.28 AM

 

 

7.) News (New Features Introduced 9/26/20)

Fundz is excited to introduce a News section, which delivers funding news issued by companies in the U.S. and around the world, as soon as it happens. This funding news is integrated with company contact info and domain/company information, as available. You can now also search by keywords and export this news to CSV.

How is the News section different from the other fundings that Fundz reports on, in the filings section?

First, the News section adds startup fundings from around in the world and not just in the U.S. Second, in the U.S. companies will often issue  news about a new funding before they make their government filing. This is why sometimes you will not find a company funding when using the advanced search page, which searches filings only and not news.

The news section now allows you to learn about new fundings as soon as possible, regardless of whether that information is made public first via government filings, "Filings" or company issues news, the "News" link the top.

You can now also search and export company funding news.

 

Screen Shot 2020-09-26 at 1.37.03 PM

 

 

 

 

8.) Statistics

Statistics is a tab on the left navigation column that automatically shows you the percentage of recent fundings by location and industry, for your specific preset filters. You can also select custom date ranges at the top. 

Additionally, whenever you click into one of the pie charts, Fundz will list out all the fundings for the specified date range, for that location or industry.

Screen Shot 2018-09-19 at 5.37.05 AM

 

 

 

 

9.) Save Favorites & Add Notes (Filings)

Just click the star icon next to the word "favorite" on the right side of any filing. This will save it under Favorites on the left hand menu.

To add notes to any funding, just go to any detailed filing view and scroll to the bottom, there you will see a section where you can add notes. Be sure to mark as a favorite after you add your notes.

Screen Shot 2018-07-10 at 7.34.42 AM

 

 

 

10.) Definitions

Money Raised: This number represents how much money in U.S. dollars the company actually raised.

Offered for Sale: This number represents how much money in U.S. dollars the company was looking to raise in the funding round. 

Minimum investment: This number represents how much in U.S. dollars the company required others to invest as a minimum, to participate in the funding round.

 

 

 

11.) Additional Resources for B2B Sales Efforts with Fundz

1.) Recommended Article: "How to leverage a startup database to increase b2b sales leads."

2.) Below is an example email sequence that has been effective in capturing new business with Fundz. 

email 1:

Subject:  Congrats on the recent funding round! | (name of your company)

Hi (first name),

I help growing (name of industry) companies accelerate their (business goals) through utilization of (description of your product/service).

Usually when companies successfully raise funding, (achieving or improving) (above goal or challenge) is or soon will be a priority, so I thought it might make sense to reach out.

If you'd be open to connecting for a few minutes so I can learn a little about your business and help you determine if I might be able to help now or in the near future, just click the Book a Call button below. (Tools such as HubSpot Sales Starter or Sales Professional have this feature)

I'd love to learn more about your company. Again, congrats!

Best,

(your name)

-----Wait 2 days---

Email 2:

subject: re: email the other day 

Hi (first name),

Not sure if you caught my email the other day. Again, just wanted to see if there was an interest in chatting for a few minutes about how (your company name) helps startups just like yours with (common challenge or goal). Let me know if I can help!

Thanks, 

(your name)

---Wait 2 days--

Email 3:

Subject: Would still like to connect | (your name) with (your company)

Hi xxxxx,

I'd still be interested in connecting to learn if (your company) can help with reaching the goals you have in front of you associated with your recent round of funding.

What day/time works best for you?

Thanks,

xxxxxxx

---Wait 2 days--

Email 4:

Subject: Final attempt to connect

Hi (first name),

Sounds like you're all set, so will not bother you anymore. If I can help in the future, just let me know.

Thanks,

your name

Hopefully this is helpful for you to improve your outreach, connect rate and ultimately sales.

If you need additional help, just contact us at support@fundz.net