Fundz User Guide
Get CSV/Export Deals (Fundz Pro Customers Only)
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.) Trends (Fundz Pro Customers Only)
Trends lets you see the top locations and industries and how they are trending in terms of new funding.
6.) Save Favorites & Add Notes
7.) Knowledge Base
To learn much more, please visit our knowledge base.