Fundz User Guide

1. Overview

2. Customizing your Filters

3. Get CSV/Export Deals (Fundz Pro Customers Only)

4. Researching & Contacting the Company

5. AI Email Generation (Fundz Pro Customers Only)

6. Save Favorites & Add Notes

7. Knowledge Base

1.) Overview

Fundz currently has four main data sections. Each section has it's own custom filters and provides you with the ability to favorite a record by clicking the heart icon, export a list of records to CSV and add notes to a record.

Fundings - Companies that have announced new funding

Acquisitions - Companies that were part of an acquisition

Executives - Newly hired executives

Crowdfundings - Companies seeking funding

2.) Setting Your Filters

Just click the more filters button near the top left of the fundings, crowdfundings or acquisitions page. Then just select your filters and click the apply filters button.

3.) Get CSV/Export Deals

To export a list of deals, just click the Get CSV button near the top right of the fundings, crowdfundings or acquisitions page.

You can export up to 1000 results per search.

4.) Researching & Contacting the Company

Fundz is integrated with company and contact info. Screenshot example below:

5.) AI Email (Fundz Pro Customers Only)

Please watch the video below for important setup information.

You can locate the button for generating email next to a related contact`s name where an email has been added:

To generate email:

1.  Go to Fundings / Executives / Acquisitions detail page.
2.  Click on AI Email button next to a related contact. (The first time you click will be asked to select your default email client.)
3.  After the email is generated, your email client will automatically open with the text ready for your changes.
4.  Edit as you wish and click send.

6.) Save Favorites & Add Notes 

Just click the heart icon next to favorite and funding, crowdfunding or acquisition. This will save it under favorites on the left hand menu.

7.) Knowledge Base

To learn much more, please visit our knowledge base.