Fundz Quick Start User Guide (2025 Edition)

Welcome to Fundz, the only real-time business intelligence platform combining event-driven insights, AI-powered lead scoring, and strategic website change detection — all in one streamlined tool built for sales, strategy, and investment professionals.

1. Set Up Fundz to Work for You

🔑  Get Started Immediately After Signup (important!)

To start receiving AI-matched leads based on your Ideal Customer Profile (ICP):

1. Go to your Account page.

2. Under “Save Targeting Preferences”, describe your ideal customer in plain English. Example: “I want to target B2B SaaS companies in the U.S. with 50–500 employees that recently raised funding or launched a new product.”

3. (Optional) Apply industry, location, or company size filters.

4. Click Save & View Matches at the bottom right.

Fundz will apply these filters and take you to FundzWatch™, where you’ll immediately see matching companies with relevant recent events.

2. FundzWatch™ — Your Personalized Lead Feed

 What It Is:
FundzWatch™ displays thousands of companies that have experienced trigger events within the past 60 days, such as funding rounds, acquisitions, executive hires, and product launches.

Each company card includes:

• Event icons (funding, product, exec, etc.)

• Company description & location

• Click-through access to full details, contacts, and summaries

⭐️ At the top of your FundzWatch™ feed each day, you’ll find new AI-scored leads that match your saved targeting preferences.

3. Strategic Tier — Unlock Everything

The Strategic plan is our most powerful option and includes:

50 AI-scored leads per day
Website change detection – Be instantly alerted to strategic updates on target company websites
 Access to family offices and investment-related entities
Real-time data across all tools
Full export access, AI emails, and dashboards

Fundz is the only platform offering this combination of AI targeting, daily signals, real-time detection, and unmatched breadth of data.

4. The Dashboard — Proprietary Insights You Won’t Find Anywhere Else

Your dashboard delivers unmatched market intelligence:

• Companies on the Move: Proprietary Fundz algorithm ranks companies with the most event momentum over the past 30 days (adjusted for size).

• Hot Industries: Real-time snapshot of industries seeing the most event growth week-over-week.

• Top Product Launches: See trending product categories and standout launches by industry.

 Free users see 14-day delayed data.
 Starter, Pro, and Strategic users get real-time access.

5. Powerful Event Categories (6 Total)

Fundz tracks and enriches data across the most impactful business events:

• Fundings – Venture, seed, Series A–D

• Acquisitions – Buyers and acquired companies

• Executives – Newly hired leadership and contacts

• Agreements – Government contracts and key partnerships

• Product Launches – Feature announcements, market entries

• Crowdfundings – Active equity campaigns

Every category includes:

✔ Custom filters
✔ Export (Pro/Strategic)
✔ Favorites & Notes (all tiers)

6. AI Email Generation Tool

Quickly draft outreach emails based on company events and context.

How it works:

1. Go to a company or event detail page.

2. Click AI Email next to a contact.

3. Select tone (e.g., formal, friendly) and length.

4. A draft opens in your email client, ready to personalize and send.

7. Website Change Detection (Strategic Only)

Detect strategic shifts on company websites — new messaging, leadership, offerings, and more.

 GPT-powered summaries
 Before/after visual diffs
Daily scanning of watched or matched companies
Accessible through FundzWatch™ and detailed snapshot pages

No other platform offers this level of real-time competitive signal.

8. Slack & Chrome Alerts

Never miss an opportunity with real-time alerts.

Slack: Pipe alerts into any channel, filtered by event type.

 Chrome Extension: Get browser notifications the moment a trigger event hits.

Set up under Account > Integrations.

9. CSV Export (Pro & Strategic Only)

Export up to 1,000 records per query from:

• Fundings

• Acquisitions

• Crowdfundings

Exports include company info, contact data (where available), and event context.

For API/bulk access, contact sales.

10. Search Limits by Plan

11. Notes & Favorites

All users can:

• ❤️ Favorite any record

• 📝 Add private notes

• View and manage all saved items from the sidebar

12. Knowledge Base & Help

Need step-by-step instructions?
Visit the Fundz Knowledge Base or reach out to our support team any time.

 Why Fundz's Customers Win

Fundz is the only platform that combines:

Real-time, multi-category event tracking
AI-scored lead delivery based on your custom ICP
Daily “Companies on the Move” momentum alerts
Strategic website change detection
Slack + Chrome alerts
Exportable, filtered lead lists
Family office & investor insights

Set your targeting, explore FundzWatch™, and let the platform do the prospecting for you.