Knowledge BaseFundz Quick Start Guide
Master Fundz in 10 minutes. Set up your AI targeting profile, receive daily qualified leads, track companies, and let AutoPilot™ book meetings automatically.
1. Set Up Your FundzWatch™ Lead Targeting Profile
This is the foundation of your Fundz experience. The more specific you are, the better your daily leads will be. Navigate to Account → FundzWatch™ Lead Targeting Preferences to configure.
What to Configure:
- Your company name & description — Help FundzWatch™ understand what you sell
- Value proposition — e.g., "shorter sales cycles, more qualified leads"
- Target industries — Select all relevant sectors (use "Select All" then remove unwanted)
- Target locations — States, regions, or countries you serve
- Company size range — Employee count sweet spot (e.g., 50-500)
- Typical deal size — Helps prioritize companies in your range
- Event types — Funding, executive hires, acquisitions, product launches, etc.
2. Daily AI Leads
Wake up to qualified leads NO ONE else has. Our algorithm runs every morning, analyzing 30-60 days of events, weighting multiple signals, and mapping them to YOUR exact ICP.
What Each Lead Includes:
- Intent Score (0-100) — AI-calculated buying likelihood
- Company profile — Size, industry, location, description
- Trigger events — What happened (funding, hire, acquisition, etc.)
- Key insights — Why this company is a good fit for YOU
- Outreach recommendations — When and how to reach out
- Contact information — Key decision makers when available
Leads are delivered to your dashboard and email every morning at 9:00 AM EST. Configure your delivery preferences in Account Settings.
3. AutoPilot™ — From Signals to Booked Meetings
The end-to-end solution. AutoPilot™ automatically detects buying signals, personalizes outreach with AI, and sends emails from YOUR inbox until meetings get booked. Human-style outreach that auto-stops on reply.
How AutoPilot™ Works
Setup in 4 Steps:
Select which events trigger outreach: Funding rounds, executive hires, acquisitions, product launches, or website changes.
Set target industries, locations, company size, funding types (Seed to Series C+), and executive seniority levels.
Link Gmail or Outlook. Emails send from YOUR address, replies go to YOUR inbox. Full threading, your signature.
Set your daily email limit, choose send time, and launch. Track sends, opens, replies, and meetings from your dashboard.
Daily Email Limits by Plan:
We never read your inbox or store passwords. OAuth-based authentication with revocable access. Multi-step sequences with automatic stop on reply to protect your sender reputation.
🔗 LinkedIn Outreach (Optional)MULTI-CHANNEL
Not getting replies via email? AutoPilot can automatically reach out on LinkedIn when prospects don't respond. Connect HeyReach to add LinkedIn to your outreach sequence—creating a true multi-channel approach that dramatically increases your connection rate.
Setting Up HeyReach Integration:
Sign up at heyreach.io and connect your LinkedIn account. Create a campaign with your desired messaging sequence.
In HeyReach, go to Settings → API Keys → Create New Key. Copy the key—you'll paste it into Fundz.
Go to AutoPilot → Settings → Integrations tab. Paste your HeyReach API key, select your list, and set the delay (1-3 days recommended).
Watch the LinkedIn stats banner at the top of your AutoPilot dashboard: Requests → Connected → Messages → Replies. Real-time webhook updates!
Click any lead to see their complete journey: email sent → opened → LinkedIn request → connected → message sent → reply. All activity in one place.
4. Tracked Companies
Add your target accounts, competitors, or portfolio companies to your tracking list. Get instant alerts when anything happens—funding rounds, executive hires, acquisitions, SEC filings, and more.
Tracking Limits by Plan:
How to Add Companies:
Enter a domain (e.g., stripe.com) in the "Companies You're Tracking" section and click Track. We'll automatically start monitoring for business events.
Go to Tracked Companies in the sidebar. Click "Add Companies" to add multiple domains at once (one per line).
What We Monitor:
- Funding rounds
- Executive hires
- Acquisitions
- SEC 8-K filings
- Contracts & partnerships
- Pricing page changes
- Careers page updates
- Product announcements
- Leadership changes
5. FundzGPT™ — AI-Powered Intelligence
Query your Fundz data using natural language. Ask questions, get company insights, and receive strategic recommendations through conversation.
Access FundzGPT:
- In Fundz: Click the FundzGPT widget in your dashboard
- In ChatGPT: Mention @Fundz and ask your questions
Example Queries:
6. Email Alerts & Integrations
Stay informed without living in the app. Configure your notification preferences in Account Settings.
Alert Types:
- Daily AI Leads Email — Your personalized leads delivered at 9 AM EST
- Tracked Company Alerts — Instant notification when tracked companies have events
- Website Change Alerts — Pricing/careers page changes (Strategic only)
- Weekly Digest — Summary of all activity across your watchlist
Integrations:
See Fundz data while browsing LinkedIn and company websites.
Push intelligence to Salesforce (Pro+).
Export up to 1,000 rows per query (Pro+).
Plan Comparison
| Feature | Starter $29/mo | Pro $99/mo | Strategic $149/mo |
|---|---|---|---|
| Daily AI Leads | 10 | 25 | 50+ |
| Company Tracking | 25 | 75 | 500 |
| AutoPilot™ Emails/DayNEW | 10 | 30 | 50 + Priority |
| AI Email Generation | Basic | Unlimited | Unlimited |
| SEC 8-K Intelligence | — | — | ✓ |
| CSV Exports | — | 1K rows | 10K+ rows |
| CRM Integration | — | ✓ | ✓ |
| Website Monitoring | — | — | ✓ |
| Market Intelligence | — | — | ✓ |
| API Access | — | — | ✓ |
Prices shown are for annual billing. All plans include FundzGPT™ access.
Tips for Success
Ready to Turn Signals Into Meetings?
Join thousands of sales teams using Fundz to find and close deals faster — now on AutoPilot.