auto_awesomeQuick Start Guide 2025-2026

Master Fundz in 10 Minutes

Welcome to Fundz — the only platform delivering AI-matched leads,real-time business events, website monitoring, andsales-ready insights right to your inbox and dashboard.

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Set AI Targeting

Configure your ideal customer profile

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Get Daily Leads

Up to 10-25 AI-qualified opportunities

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Monitor Websites

Track pricing & hiring changes

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Connect Tools

Slack, Chrome, HubSpot & more

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check_circle1. 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.

tips_and_updatesQuick 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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mail2. 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 & Partner only)
settingsCustomize 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
monitor

visibility3. Website Monitoring - Track Competitive Intelligence

Monitor your target accounts, competitors, and prospects for strategic changes. Get instant alerts when they update pricing, hire executives, or make major strategic shifts.

location_onQuick Access
Access Website Monitoring from the main FundzWatch™ menu. It's now your default view when you log in.

Plan Limits:

10
Starter Plan
Domains
50
Pro Plan
Domains
150
Partner Plan
Domains

What Gets Monitored:

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    Pricing Changes - Track price increases/decreases, new tiers, removed plans, and feature shifts between pricing tiers
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    Hiring Activity - New executive roles (VP Sales, CRO, CTO), team expansion, regional hiring, and open position count changes
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    Strategic Shifts - Leadership changes, market expansion signals, product launches, and positioning updates

AI-Powered Intelligence:

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Sales Angles

GPT-4 generates specific talking points for each detected change

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Outreach Recommendations

Get tailored suggestions on when and how to reach out

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Strategic Context

Understand what the changes mean for your sales approach

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Perfect Timing

Know exactly when to strike while the opportunity is hot

How to Use It:

1

Add Domains

Enter competitor websites, target accounts, or prospects you're tracking

2

AI Scans Daily

Fundz monitors pricing pages and careers pages every 24 hours

3

Get Instant Alerts

Receive notifications when meaningful changes are detected

4

Take Action

Use AI-generated insights to craft perfect-timing outreach

starsPro Tip for Recruiters
Recruiters: Track how long executive positions stay open. A VP of Engineering role open for 90+ days signals urgency and a difficult search—perfect timing for your outreach.

infoWhy this matters: Most competitors won't know about these changes for weeks. You'll be first to reach out when the timing is perfect—right after a price increase, during hiring expansion, or when they're making strategic shifts.

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insights4. 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

infoNote
This AI-powered dashboard replaces the legacy FundzWatch™ lead delivery system.
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mail5. Email Summaries for Saved Searches

Monitor specific market events by saving search filters and receiving daily/weekly email digests when new companies match your criteria. This is separate from AI-powered leads and lets you track broader market activity.

warningImportant: Email Summaries vs. AI Leads
Email Summaries = Notifications for saved search filters (fundings, acquisitions, etc.)
AI Leads = Personalized daily leads based on your targeting profile

These are two separate systems. Email summaries require you to create and save search filters first.

How to Set Up Email Summaries:

1

Navigate to Event Feeds

Go to Fundings, Acquisitions, Executive Moves, Products, or Contracts sections

2

Apply Your Filters

Set criteria like location, industry, funding amount, company size, etc.

3

Save Your Search

Click "Save Filter" and give it a descriptive name (e.g., "NYC SaaS Fundings")

4

Enable Email Notifications

Go to Account → Email Summaries and toggle on the event types you want

What You'll Receive:

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    Daily digests at 8AM EST - All new matches from the previous 24 hours
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    Weekly summaries on Saturdays - If you choose weekly frequency
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    Organized by saved search - See which filter triggered each match
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    Direct links to full details - Click through to Fundz for more info
lightbulbPro Tip
Use Email Summaries to monitor broader market trends while AI Leads focus on your specific sales targets. For example, track all fundings in your industry via Email Summaries, while AI Leads identifies the ones most likely to buy from you.

error_outlineNo saved searches = No email summaries. You must create and save at least one search filter to receive notifications.

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notifications6. 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

settingsSetup Location
Configure all integrations in Account → Integrations
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mail7. Personalized Outreach (AI-Powered)

Generate custom emails for any contact with our AI email writer. Fundz automatically personalizes every message based on your company info, preferred style, and target department.

Customize Your Outreach Style:

settingsConfigure Preferences
Go to Account → Company & Outreach Settings to set up:
  • Your Company Info - Name, description, website, contact details
  • Message Tone - Choose from Formal, Conversational, or Persuasive
  • Message Length - Short (3 sentences), Medium, or Long
  • Target Department - Set your default department focus

Smart Contact Selection:

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    Department Targeting - Choose your preferred department: Sales, Marketing, IT/Technology, Finance, HR, Executives, Operations, Product, or Customer Success
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    Smart Fallback - AI automatically defaults to Executives if contacts in your chosen department aren't available
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    Context-Aware Messaging - Every email references the specific business event or signal that triggered the lead

How to Generate Emails:

1

Find Contact

Navigate to any lead card with contacts

2

Click Email Icon

Hit the ✉️ button to generate custom email

3

Review AI Draft

AI uses your saved preferences and company info

4

Edit & Send

Customize and send from your mail client

lightbulbPro Tip
The more detail you provide in your Company & Outreach Settings, the more personalized and effective your AI-generated emails will be. Include specific value propositions, case studies, or unique differentiators in the "Additional Context" field.

Monthly Email Generation Limits:

20/month
Starter Plan
Unlimited
Pro & Partner Plans

starAvailable Departments: Sales, Marketing, IT/Technology/Engineering, Finance, Human Resources, Executives, Operations, Product, Customer Success

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file_download8. CSV Exports (Pro & Partner 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

infoAccess exports through the Exports tab in your dashboard.

emoji_objectsTips for Success

check_circleComplete targeting profile on Day 1
monitorAdd your top 10 competitors to website monitoring
scheduleSchedule AI lead delivery at your ideal time
syncUse CRM + Slack for workflow integration
filter_altFocus on leads with Intent Scores ≥ 50
trending_upAct within 48 hours of pricing/hiring changes

Ready to Accelerate Your Sales?

Join thousands of sales teams using Fundz to find and close deals faster.

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