Fundz User Guide
Fundz Pro is responsive design from end to end, so you can access your feed on a desktop or mobile device. To receive real-time alerts 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.
2.) Customizing Your Filters
When you first log in, you are directed to the Fundz Filings page. You can always get back here by clicking the Fundz red logo in the top left of any page.
On the left hand column, see you will see a menu. Click Filters. You will see a page that looks like the screenshot below. Here, you can make any adjustments at any time to focus on just certain funding ranges, industries and locations.
Important Note: By default, Fundz has already deselected industries where the fundings are usually just investment funds raising money and not startup companies raising money, so keep this in mind before changing the filters to "select all", as doing so will provide a lot of results in your feed that you may not be interested in. If you do change your filters, we recommend making sure the following industries are NOT checked, as these are usually investment funds vs. startup companies:
Pooled Investment Fund
Other Banking and Financial Services
REITS and Finance
Other Real Estate
For the industries "Others" & "Retailing": The filings from organizations choosing these industries consist of a high percentage of both 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.
Filings that includes words such as Holdings, Topco, Investments, Fund, Parent, LP or Partners are usually filings you will want to skip.
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.
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.
Fundz Search lets you quickly get all the recent fundings you are interested in by city, state, zip codes and industries.
4.) Export Deals/Exporting to CSV
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 receive up to 500 results per search, to minimize processing time. Simply narrow the date range, location and/or industry range and then run subsequent searches to get all the information you need.
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.
6.) Researching & Contacting the Company
Fundz is integrated with company and contact info including related emails, if available. Screenshot example below:
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.
8.) Save Favorites & Add Notes
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.
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.
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!
-----Wait 2 days---
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!
---Wait 2 days--
Subject: Would still like to connect | (your name) with (your company)
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?
---Wait 2 days--
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.
Hopefully this is helpful for you to improve your outreach, connect rate and ultimately sales.
If you need additional help, just contact us at email@example.com