Knowledge BaseFundz Quick Start Guide
Master Fundz in 10 minutes. Set up your AI targeting profile, receive daily qualified leads, track companies, and unlock market intelligence that gives you a 3-6 week advantage.
1. Set Up Your AI 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 → AI Event Targeting Preferences to configure.
What to Configure:
- Your company name & description — Help AI 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. 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
4. 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:
5. Dashboard Views
Your dashboard is command central. Toggle between views based on your role.
Focus on daily AI leads, tracked companies with recent signals, and quick outreach actions.
Market intelligence, industry patterns, anomaly detection, and strategic insights.
Key Dashboard Sections:
- Daily AI Leads — Your personalized lead queue (refreshed daily at 9 AM EST)
- Companies You're Tracking — Quick add domains and see tracking summary
- Market Intelligence — Industry trends, hot sectors, anomalies (Strategic)
- Recent Events — Latest funding, hires, acquisitions across your filters
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 $19/mo | Pro $49/mo | Strategic $149/mo |
|---|---|---|---|
| Daily AI Leads | 10 | 25/user | 50+ |
| Company Tracking | 50 | 150 | 500 |
| AI Emails | 15/mo | Unlimited | Unlimited |
| CRM Integrations | — | ✓ | ✓ |
| CSV Exports | — | 1K rows | 1K rows |
| Website Monitoring | — | — | ✓ |
| Market Intelligence | — | — | ✓ |
| FundzGPT Advanced + API | — | — | ✓ |
Tips for Success
Ready to Get Started?
Join thousands of sales teams using Fundz to find and close deals faster.