Fundz User Guide

Welcome to Fundz! This guide provides an overview of how to navigate and maximize Fundz’s powerful features. Fundz provides real-time intelligence on key business events, enabling targeted outreach and data-driven insights for decision-making.

1. Overview of Key Features

Fundz offers six main data categories, each with filters, options to favorite records, add notes, and—available to Pro users—export lists in CSV format:

• Fundings: Track companies with recent funding rounds.
• Acquisitions: Monitor recent acquisitions.
• Executives: Discover newly hired executives and key contacts.
• Agreements: Find companies awarded new contracts & entering partnerships.
• Product Launches: Follow recent product announcements.
• Crowdfundings: Access companies actively seeking crowdfunding.

Each section enables you to:

• Apply Custom Filters for tailored search results.
• Export Results to CSV (Pro users only) for offline data review.
• Favorite & Add Notes to save records for future reference.

2. Customizing Your Filters

Fundz’s advanced filters allow users to refine search results based on specific criteria, like industry, location, and event type.

How to Set Filters:

Go to the Fundings, Executives, Crowdfundings, Acquisitions, Agreements or Products page.

Click the More Filters button near the top left.

Select the desired filters and click Apply Filters to refine your data.

3. Get CSV/Export Deals (Pro Plan Only)

Data exports are available exclusively to Fundz Pro users, enabling professionals to import data into other tools for analysis. For bulk exports and rights of redistribution, please contact our team for custom pricing.

To Export Data:

1. Click the Get CSV button located at the top right of the Fundings, Crowdfundings, or Acquisitions page.

2. Export up to 1,000 results per search.

4. Researching & Contacting Companies

Fundz integrates company and contact information to assist with outreach. View a record to access company details and contact links for relevant executives, aiding in strategic engagement.

5. AI Email Generation

The AI Email Generation tool provides personalized email drafts based on recent company events. It supports:

Starter Plan: Up to 20 AI-generated emails per month.

Pro Plan: Unlimited AI-generated emails for continuous outreach.

How to Use AI Email Generation:

1. 1. Navigate to a Funding, Executive, Products, Agreements or Acquisition detail page.

   2. Select a Contact with an available email.

   3. Click the AI Email button next to the contact’s name.

      • On first use, choose your default email client.

      • Customize the Email’s Length and Tone:

        • Select Length: Choose between brief, standard, or detailed emails to match the context of your outreach.

        • Choose Tone: Options include formal, friendly, or persuasive tones, allowing you to personalize messages to resonate with the recipient.

 Your email client will open with a drafted message ready for review. Customize and Send as needed!

For more AI email setup details, visit the Knowledge Base.

6. Save Favorites & Add Notes 

Organize relevant records by favoriting any funding, acquisition, or executive update and adding personalized notes.

To Favorite or Add Notes:

1. 1. Click the heart icon next to any record in the Fundings, Crowdfundings, Agreements, Acquisitions  or Products sections.

   2. Your selections will be saved under Favorites in the left-hand menu.

7. Notification Tools: Slack and Chrome

Fundz offers real-time notification tools to keep you updated on important events as they happen, directly in Slack or in your Chrome browser. Connect these tools and customize your alerts by event type in the Account page.

For Slack, click on the integrations tab to set up and customize your alert setting. For Chrome Extension, click on the Chrome Extension row.

• Slack Integration: Receive real-time notifications in your Slack workspace. You can customize filters to ensure only the most relevant updates appear in your designated channel.
• Chrome Extension: Get instant alerts directly in your browser as new events occur. Like Slack, notifications in Chrome can be filtered by event type.

These tools ensure you stay informed of key events without needing to log in to Fundz, making them ideal for team collaboration and individual use.

8. Knowledge Base

For detailed information on all Fundz features, please refer to our Knowledge Base.

This guide aims to help you maximize Fundz’s capabilities. For additional assistance, our support team is ready to help!