Knowledge BaseMaster Fundz in 10 Minutes
Welcome to Fundz — the only platform delivering AI-matched leads, real-time business events, FundzWatch™ website monitoring, and sales-ready insights right to your inbox and dashboard.
1. Complete Your AI Targeting Profile
Navigate to Account → AI-Powered Lead Targeting and complete these 3 required fields. Without these, you won't receive any daily leads:
Progressive Setup: 3 Steps
Fundz uses a smart progressive form. Complete Step 1 (required), and Step 2 automatically appears to help you get even better matches.
Target Criteria *REQUIRED
Industries *
Select industries you want to target (e.g., Software, Healthcare, Finance)
Company Size *
Choose employee ranges (Startup 0-50, Small 51-200, Medium 201-500, etc.)
Buying Signals *
Pick triggers: Funding, Leadership Changes, Product Launches, Website Changes, Contracts, Acquisitions
Locations
Optional: Target specific cities, states, or countries
Business Profile
Highly RecommendedAuto-reveals after Step 1 is complete. These fields help Fundz AI find better matches and personalize your outreach recommendations.
What does your company sell?
e.g., "Strategic partnerships and investment opportunities"
What's your main value proposition?
e.g., "Identify high-growth companies during key inflection points"
Typical deal size
Under $10K, $10K-$50K, $50K-$250K, or Over $250K
Describe Your Ideal Customer
Be specific: industries, locations, company traits, technologies they use, recent events
Delivery Preferences
Choose how you want to receive your leads:
Pro tip: The more detail you provide in Steps 2 and 3, the better your lead quality. AI uses this information to match you with the perfect prospects and generate personalized outreach recommendations.
2. Get Daily AI Leads
Every morning, Fundz AI analyzes thousands of signals and delivers your perfect-fit prospects based on your targeting. Leads appear in your dashboard and optionally in your email inbox.
Leads Daily
Leads Daily
Leads Daily
* Actual daily leads depend on your targeting criteria and market activity
Each Lead Includes:
Email Delivery Options:
Detailed Format
Get all insights, AI analysis, recommended actions, and contact details for every lead in your daily email
Summary Format
Get your top 5 leads with key highlights. Perfect if you prefer a quick daily scan
Dashboard Only
Turn off email notifications and access all leads directly in your Fundz dashboard
Delivery times: Choose from 7:00 AM, 8:00 AM, 9:00 AM, 12:00 PM, or 5:00 PM EST to receive your daily leads when it's most convenient for you.
3. FundzWatch™ - Strategic Website Monitoring
Monitor your target accounts, competitors, and prospects for strategic changes. Get instant alerts when they update pricing, hire executives, or make major strategic shifts. These signals appear 2-3 weeks before public announcements, giving you the first-mover advantage.
Domains
Domains
Domains
What FundzWatch™ Detects:
Pricing Changes
Price increases/decreases, new pricing tiers, removed plans, feature changes, and discount promotions
Hiring Activity
New executive roles, team expansion, regional hiring, open positions, and headcount changes
Strategic Shifts
Leadership changes, market expansion signals, product launches, positioning updates, and messaging pivots
How It Works:
Early Signal Advantage
Why this matters: Pricing changes, hiring patterns, and website updates happen on company websites 2-3 weeks before press releases or public announcements. By monitoring these signals, you'll be first to reach out when the timing is perfect — before your competitors even know there's an opportunity.
Ready to Accelerate Your Sales?
Join thousands of sales teams using Fundz to find and close deals faster with AI-matched leads and strategic website monitoring.