FundzKnowledge Base
Quick 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, and sales-ready insights right to your inbox and dashboard.

Contents

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.

Quick Setup Path

Navigate to Account → AI-Powered Lead Targeting and tell Fundz exactly what you sell and who you're targeting.

Your value proposition - e.g., "shorter sales cycles, more qualified leads"
Typical deal size - Help AI prioritize companies in your sweet spot
Ideal customer profile - e.g., "B2B SaaS companies in New York or SF with 1K–5K employees"

Refine with Smart Filters:

Location

Target specific cities, states, or countries

Industry

Focus on verticals that matter to you

Company Size

Filter by employee count ranges

Buying Triggers

Funding, leadership changes, acquisitions, etc.

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:

GPT-powered insights - Deep analysis of why they need your solution
Buyer intent scores - 0-100 rating of sales readiness
Recommended actions - Specific next steps for each lead
One-click CRM push - Send to HubSpot or Salesforce (Pro & Partner only)

3. 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.

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

What Gets Monitored:

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

Why this matters: Most competitors won't know about these changes for weeks. You'll be first to reach out when the timing is perfect.

Ready to Accelerate Your Sales?

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