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1. Complete Your AI Targeting Profile
This is the foundation of your Fundz experience. The more specific you are, the better your daily leads will be.
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Quick Setup Path
Navigate to Account → AI-Powered Lead Targeting and tell Fundz exactly what you sell and who you're targeting.
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Your value proposition - e.g., "shorter sales cycles, more qualified leads"
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Typical deal size - Help AI prioritize companies in your sweet spot
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Ideal customer profile - e.g., "B2B SaaS companies in New York or SF with 1K–5K employees"
Refine with Smart Filters:
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Location
Target specific cities, states, or countries
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Industry
Focus on verticals that matter to you
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Company Size
Filter by employee count ranges
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Buying Triggers
Funding, leadership changes, acquisitions, etc.
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2. Get Daily AI Leads (No CRM Required)
Every morning, Fundz AI analyzes thousands of signals and delivers your perfect-fit prospects based on your targeting.
Up to 10
Starter Plan
Leads Daily
Up to 25
Pro Plan
Leads Daily
* Actual daily leads depend on your targeting criteria and market activity
Each Lead Includes:
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GPT-powered insights - Deep analysis of why they need your solution
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Buyer intent scores - 0-100 rating of sales readiness
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Recommended actions - Specific next steps for each lead
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One-click CRM push - Send to HubSpot or Salesforce (Pro only)
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Customize Your Delivery
Edit preferences under
Account → Preferences → Lead Delivery:
- Fresh Leads Daily (no repeats) or Persistent Opportunities
- Choose delivery time (7AM–5PM EST)
- Select format (brief vs. detailed)
- Note: Daily count varies based on your targeting specificity
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3. Track Your AI Leads in the Dashboard
Your command center for monitoring and acting on high-intent opportunities.
Dashboard Features:
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Hot Leads
Sorted by urgency and buyer intent
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Insight Cards
Context, priority, and CRM actions for each lead
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Buyer Intent Scores
0-100 rating system for prioritization
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Full Summary
AI-matched companies & signal types
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Note
This AI-powered dashboard replaces the legacy FundzWatch™ lead delivery system.
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4. Email Summaries for Custom Filters
Get daily or weekly email digests for new matches from your saved filters.
1
Apply Filters
Go to any feed (Fundings, Acquisitions, etc.) and set your criteria
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Save Alert
Click "Save Alert" to preserve your filter combination
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Enable Summaries
Turn on under Account → Email Summaries
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Emails arrive at 8AM EST with all matching activity from your saved filters.
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5. Chrome + Slack + CRM Alerts
Stay synced wherever you work with our powerful integrations.
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Chrome Extension
Instant browser alerts for selected event types
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Slack
Pipe filtered events into your sales channels
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CRM (Pro)
HubSpot / Salesforce sync & direct push
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Setup Location
Configure all integrations in Account → Integrations
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6. Personalized Outreach (AI-Powered)
Generate custom emails for any contact with our AI email writer.
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Find Contact
Navigate to any lead card with contacts
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Click Email Icon
Hit the ✉️ button to generate custom email
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Choose Style
Select tone and length preferences
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Edit & Send
Customize and send from your mail client
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7. CSV Exports (Pro Only)
Export your data for deeper analysis or CRM import.
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Download up to 1,000 companies per query
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Filter by round, investor, industry, region
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View export history with applied criteria
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Access exports through the Exports tab in your dashboard.
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8. AI Insights + Why They'll Buy
Every lead comes with deep intelligence that saves hours of research.
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FundzWatch™ Score
Signal strength indicator
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Buyer Intent Score
Sales-readiness rating
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AI Reasoning
Why they're a good fit
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Recommended Action
Your next best move
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Time Saved
This AI insight layer typically saves 2-3 hours of manual research per day.
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Tips for Success
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Complete targeting profile on Day 1
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Schedule AI lead delivery at your ideal time
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Use CRM + Slack for workflow integration
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Focus on leads with Intent Scores ≥ 50
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Use summaries for broader signal coverage
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Broader targeting = more daily leads
Ready to Accelerate Your Sales?
Join thousands of sales teams using Fundz to find and close deals faster.