Knowledge Base

Fundz Knowledge Base

Welcome to the Fundz knowledge base. At the top of the right column you will see 'Recent Posts' followed by 'Posts by Topic'. Here is also a demo video of Fundz.

Definitions of Terms in Fundz

1.) Filing Tems

Company: Name of company that raised money

Filing: The filings are either SEC form D, marked as “D” or an amended form D, marked as “D/A”

Minimum Investment: The minimum investment required from an investor in the offering

Offered for Sale: What the company was looking to raise in U.S. dollars

Related Persons: Related Directors of the Company

Money Raised: Amount raised

Accepted at: The date the SEC accepted the filing

Industry: The company’s self-described industry

City: U.S. City

State: U.S. State

Phone: U.S. Phone

Zipcode: U.S. Zipcode

Domain: Company website

Related emails: Contact emails associated with the company


2.) Crowdfundings

Companies looking to raise smaller amount of money (not yet funded) through various equity crowdfunding portals. Crowdfunding allows the general public to now purchase shares in their companies. You can read a related article here.






Topics: Definitions - Filings

Does Fundz have any messaging, outreach examples?

Email 1:

Subject:  Congrats on funding! | (prospect first name & your first name check-in)

Hi (First name),

I help growing (name of industry) companies accelerate achieving their business goals through utilization of (description of your product/service).

Usually when companies successfully raise funding, (achieving or improving) (above goal or challenge) is or soon will be a priority, so I thought it might make sense to reach out.

If you'd be open to connecting for a few minutes, I'd love to see how I can help. Just let me know a time that works, or feel free to book a call.

(Link the words "book a call" to your calendar. Tools such as HubSpot Sales Starter or Sales Professional have a meeting booking link to use.)

Again, congrats and looking forward to connecting!


(your name)

-----Wait 2 days---

Email 2:

subject: re: email the other day 

Hi (first name),

Not sure if you caught my email the other day. Again, just wanted to see if there was an interest in chatting for a few minutes about how (your company name) helps startups just like yours with (common challenge or goal). Let me know if I can help!


(your name)

---Wait 2 days--

Email 3:

Subject: Would still like to connect | (your name) with (your company)

Hi (first name),

I'd still be interested in connecting to learn if (your company) can help with reaching the goals you have in front of you associated with your recent round of funding.

What day/time works best for you?


your name

---Wait 2 days--

Email 4:

Subject: Final attempt to connect

Hi (first name),

Sounds like you're all set, so will not bother you anymore. If I can help in the future, just let me know.


your name

Topics: Outreach examples

Install the Fundz-HubSpot integration

  • Fundz Pro or Enterprise account
  • HubSpot CRM account

Part 1. Connecting Fundz to HubSpot

Connecting Fundz to your HubSpot CRM account is quick and easy. First, just follow these steps to install the connector:

1.) While logged into Fundz, Click "Account" from the left navigation

2.) Click the Pencil icon next to the "Connectors" row to the right

3.) Click "Install HubSpot Connector" and follow the prompts

4.) Wait for the success installation message at the end, then close the window


Part 2. What the Fundz Connector Does Once Installed

1.) Fundz will add new companies to your HubSpot account which received funding, matching any filters you have set in Fundz

2.) Fundz also adds related executives for these companies as available

3.) Fundz also updates existing companies in your HubSpot CRM with new funding data as it comes in


Part 3. The Properties Fundz Creates and Updates in your HubSpot Account

The following are the custom fields that Fundz will create and update on the company object in HubSpot:

Recent Funding Amount

Recent Funding Date

Recent Funding Round Type

Recent Fundz Investors

Recent Funding Currency

The following are the existing fields on the company object in HubSpot that Fundz updates as information is available:





Street Address



LinkedIn Company Page

Fundz will also add related contacts as available for the companies added or updated by the Fundz connector

Part 3. How to Leverage Fundz Data in HubSpot

HubSpot allows you to easily view and filter records. Combined with Fundz data, this allows for powerful prospecting opportunities.

For example, you can add the properties "recent funding amount" and "recent funding date" as columns in a saved company view. Then, you can sort the data, so the most recent fundings always appear at the top of this view. Once you click into the company record, you will also see if Fundz was able to add related contacts.

In addition, depending on your HubSpot subscription, you can creat automated workflows based on these properties.

For example, if you are using the HubSpot Marketing Professional or Enterprise edition, you can create a workflow which sends out automated email to executives at companies once the property "recent funding amount" has a known value. You can learn more about HubSpot workflows here.







Install the Fundz-Salesforce Integration


  • Fundz Pro or Enterprise account
  • This connector utilizes the Salesforce REST, MetaData, and Query APIs, which are exclusively accessible within the Salesforce Professional Edition (or higher) or the Salesforce Developer Edition. It's essential to verify that you have the appropriate edition before proceeding with this integration.


Part 1: Create a Connected App in Salesforce

1. From the top-right corner, click the gear icon and then the “Setup” option

Screenshot 2023-02-18 at 6-32-58 AM-png

2. Search “app manager” from the left search bar, click into “App Manager”, and click the “New Connected App” button

Screenshot 2023-02-18 at 6.34.46 AM

3. Enter app name, api name, and contact email. Then check the “Enable OAuth Settings” box, in the “Callback URL” text area, enter:

in the “Selected Oauth Scope” picklist, make sure to have the following two options selected:

Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)


The final result should look like below. Then click "continue"

Screenshot 2023-02-18 at 7.05.35 AM

Screenshot 2023-02-18 at 7.06.29 AM

4. Click Continue
5. From the connector app page, click the “Manage Consumer Details” button 
Screenshot 2023-02-18 at 6.48.53 AM6. Save the consumer key and secret to enter in the Fundz app

Part 2. Connect Fundz to Your Connected App


1.) While logged into Fundz, Click "Account" from the left navigation

2.) Click the Pencil icon next to the "Connectors" row to the right

3.) Click "Install Salesforce Connector" and enter the required information, which is your Salesforce domain, consumer key and consumer secret.

The app should then redirect to the following URL for installation:[SF_DOMAIN]&client_id=[CONSUMER_KEY]&client_sec

This will start Salesforce Oauth process, and you will need to give the app necessary permissions in order to proceed.


The additional custom properties that will be created during the installation are:

1. Fundz_id

2. Recent_funding_amount
3. Recent_funding_date
4. Recent_funding_currency
5. Recent_funding_investors
6. Linkedin_company_page
7. Recent_funding_round_type
Fundz will also add related contacts as available for the companies added or updated by the Fundz connector
Once the app is successfully installed, it will show the following return in the browser:

Funding Rounds Explained

You can learn more about the different types of funding rounds, from seed funding to Series A, B, C and more, here.



Where can I find Fundz blogs?

You can stay updated on profiles of interesting startups, startup trends & related research with the Startups Blog. The Sales Intelligence blog covers concepts, research and strategies related to SI.

Funding Rounds Explained

Pre-Seed Funding:

Pre-seed funding is the initial capital from the Founders, friends & family to start and run the business. Pre-seed funding typically ranges from $50k - $250k.

Seed Funding: Description

Seed funding is the first investment in a startup company in exchange for equity/partial ownership of the company. Seed funding can come from a variety of sources, such as friends and family, Angel Investors, Crowdfunding and startup accelerators. The reason for seed money is to help startup founders test an idea to see if they can demonstrate some product/market fit. To get seed funding, it is really about networking as well as selling the dream and team. Seed funding varies widely from just tens of thousands of dollars to up to around $10 million. The equity given up in exchange for the seed funding is generally in the range of 10% - 25%.

Seed Funding: Average and Valuation

• Typical Seed Funding Ranges: $250k - $5 million.

• Average Seed Funding Startup Valuation: The pre-money valuation of a startup receiving seed funding is currently around $6 million.

Seed Funding: Investors

Some major sources of seed investors (beyond friends and family) include:

1. Angel Investors (Here is a listing of hundreds of Angel Groups around the world)

2. Accelerators like YCombinator and TechStars

3. Micro-VC's

4. Seed Funds from large corporations such as Intel, Google and FedEx, offer seed funding to promising startups working on innovative technologies which might be good acquisition candidates later.

A list of of the most active seed investors includes:

1. Startup-Chile

2. Hiventures

3. Crowdcube

4. Innovation Works

5. 500 Startups

6. Innova Memphis

7. Entrepreneurs Roundtable

8. Berkeley SkyDeck Fund

9. Quake Capital Partners

Series A Funding: Description

Series A funding, (also known as Series A financing or Series A investment) means the first venture capital funding for a startup. The Series A funding round follows a startup company's seed round and precedes the Series B Funding round. "Series A" refers to the class of preferred stock sold.

Receiving a Series A round is an important milestone for startup companies. Aside from the funding being much larger than a seed round, companies need to demonstrate they have a minimum viable product (MVP) to acquire an A round - and not just a great idea or team. It is not easy for seed funded companies to graduate to a Series A funding round.

In fact, less than 10% of companies that raise a seed round are successful in then raising a Series A investment. A Series A investment provides venture capitalists, in exchange for capital, the first series of preferred stock after the common stock issued during the seed round. Generally speaking, a Series A financing provides up to a couple of years of runway for a startup to develop its products, team and begin to execute on its go-to-market strategy.

Series A Funding: Average and Valuation

• Average Series A Funding (U.S. funding data): The mean Series A funding round has grown steadily over the years and ended 2021 at $22.2 million, up from $15.6 million in 2020, a 30% increase. As of 1/13/22, the mean Series A so far in 2022 is $25 million. [1

In the U.S., the number of Series A deals as well as the mean round size increased significantly in 2021. There were approximately 880 Series A deals in the U.S. in 2021, an increase of 35% over the 650 Series A deals in the U.S. in 2020.

It is worth noting that the mean Series A is significantly higher than the median Series A. In 2021, the median early stage financing, which includes Series A & B, is around $8 million. The significant disparity between the mean and median exists because of an increasing amount of "mega-rounds", particularly among biotech startups.

• Average Series A Startup Valuation in 2021: Series A startups currently have a median pre-money valuation of around $24 million.

The Average Series A Funding page provides weekly updated averages and more detail on the current state of startup funding in the U.S. in 2020.

Series A Funding: Investors

While there are hundreds of venture capital firms in the U.S. alone (here is a listing of hundreds of VC firms), Some of the biggest Series A investors in software startups include Accel, 500 Startups, Bessemer Venture Partners, Andreessen Horowitz and Greycroft Partners.

A list of the most active Series A round, early stage investors also includes:

• IDG Capital

• New Enterprise Associates

• Sequoia Capital China

• Y Combinator

• ZhenFund

• Sequoia Capital

• Matrix Partners China

• Intel Capital

• Index Ventures

• Google Ventures


Pitchbook also cites these organizations as the most active investors in European Series A investments:

1. Idinvest Partners

2. High-Tech Gründerfonds

3. Octopus Ventures

4. Index Ventures

5. Partech Partners


How to Get Series A Funding:

1. Join an Accelerator

Approximately one-third of startups that raise Series A funding go through an accelerator[2] and the top 3 accelerators account for 10% of all Series A rounds[3]. The #1 factor evaluated for acceptance into leading accelerators is your team.[4]

2. Leverage Your Network

When fundraising, your network is critical. While joining a top-tier accelerator gives you the best statistical chance for success in ultimately getting a Series A funding, these groups only accept about 2% of applicants[5]. Startups that successfully raised a Series A without going this route often did so by networking early and often with influential investors, whether they are Angel Investors or VCs from leading venture capital firms.

3. Extend and Nurture Your Network

Continue to nurture and leverage angel and micro-VC connections before even thinking of pitching them. Take As many new meetings as You can. Building and nurturing genuine relationships before starting the Series A tour can dramatically improve your odds.

Series B Funding: Description

While a Series A funding round is to really get the team and product developed, a Series B Funding round is all about taking the business to the next level, past the development stage. Tomasz Tunguz, a well known Venture Capitalist at Redpoint, says a Series B funding is the most challenging round for a startup company.

Typically before Series B funding rounds occur, the company has to have shown some strong achievements after its Series A round. Series B is therefore to pour the gas on for growth with a larger investment round.

Series B Funding: Average and Valuation

• Average Series B Funding Amount: An analysis of 38 Series B deals in June, 2020, showed the mean Series B in the U.S. to be $33 million; the median was $26 million. 

• Average Series B Startup Valuation in 2021: In 2021, Series B startups have a median pre-money valuation of around $40 million. 

Series B Funding: Investors

A list of some of the top Series B investors includes:

• Google Ventures

• New Enterprise Associates

• Kleiner Perkins Caufield & Byers

• Khosla Ventures

• General Catalyst Partners


Series C Funding: Description

A Series C Funding Round generally occurs to to make the startup appealing for acquisition or to support a public offering. This is the first of what are called "later-stage" investments. This can continue into Series D funding, Series E funding, Series F funding, Series G funding, private equity funding rounds, etc. While there is a lot of capital ready, a lot of companies don't even make it to Series C. The reason for this is because Series C investors are looking for breakout companies that have already demonstrated significant traction. Thus, the deal size of Series C funding rounds has continued to increase.

Series C Funding: Average and Valuation

• Average Series C Funding Amount: An analysis of 14 Series C deals in the U.S. in June, 2020 showed the mean Series C round to be $59 million; the median was $52.5 million.

• Average Series C Startup Valuation: The median pre-money valuation of a startup receiving a Series C funding is currently around $68 million.

Series C Funding: Investors

Some of the most common investors in Series C funding include late-stage VCs, private equity firms, hedge funds and banks.

Equity Crowdfunding:

Equity crowdfunding portals allow individual users to invest in companies in exchange for equity. Typically on these platforms the investors invest small amounts of money, though syndicates are formed to allow an individual to take a lead on evaluating an investment and pooling funding from a group of individual investors.

Private Equity:

A private equity round is led by a private equity firm or a hedge fund and is a late stage round. It is a less risky investment because the company is more firmly established, and the rounds are typically upwards of $50M.

Convertible Note:

A convertible note is an ‘in-between’ round funding to help companies hold over until they want to raise their next round of funding. When they raise the next round, this note ‘converts’ with a discount at the price of the new round. You will typically see convertible notes after a company raises, for example, a Series A round but does not yet want to raise a Series B round.

Debt Financing:

In a debt round, an investor lends money to a company, and the company promises to repay the debt with added interest.

Secondary Market:

A secondary market transaction is a fundraising event in which one investor purchases shares of stock in a company from other, existing shareholders rather than from the company directly. These transactions often occur when a private company becomes highly valuable and early stage investors or employees want to earn a profit on their investment, and these transactions are rarely announced or publicized.


A grant is when a company, investor, or government agency provides capital to a company without taking an equity stake in the company.

Corporate Round:

A corporate round occurs when a company, rather than a venture capital firm, makes an investment in another company. These are often, though not necessarily, done for the purpose of forming a strategic partnership.

Initial coin offering (ICO):

An initial coin offering (ICO) is a means of raising money via crowdfunding using cryptocurrency as capital. A company raising money through an ICO holds a fundraising campaign, and during this campaign, backers will purchase a percentage of a new cryptocurrency (called a “token” or “coin”), often using another cryptocurrency like bitcoin to make the purchase, in the hopes that the new cryptocurrency grows in value.

Post-IPO Equity:

A post-IPO equity round takes place when firms invest in a company after the company has already gone public.

Post-IPO Debt:

A post-IPO debt round takes place when firms loan a company money after the company has already gone public. Similar to debt financing, a company will promise to repay the principal as well as added interest on the debt.

Post-IPO Secondary:

A post-IPO secondary round takes place when an investor purchases shares of stock in a company from other, existing shareholders rather than from the company directly, and it occurs after the company has already gone public.

Non-Equity Assistance:

A non-equity assistance round occurs when a company or investor provides office space or mentorship and does not get equity in return.

Funding Round:

“Funding round” is the general term used for a round when information regarding a more specific designation of the funding type is unavailable.


How do I change my password?

If you forgot or want to reset your password, simply visit this page and follow the instructions.

How do I access my billing receipts?

To get copies of your billing receipts, just click "Account" from the left hand menu. On the next page, click "payment history". On the next page, you will have access to PDF billing receipts.

Topics: account questions

How do I update my credit card information?

When logged in, just click on the "Account" tab on the left hand menu. On the next page, click the pencil icon on the credit card row to update your card information.

Topics: account questions

Fundz User Guide


  1. Customizing your Filters

  2. Get CSV/Export Deals

  3. Researching & Contacting the Company

  4. Trends

  5. Save Favorites & Add Notes



1.) Customizing Your Filters

Just click the more filters button near the top left of the fundings, crowdfundings or acquisitions page. Then just select your filters and click the apply filters button.

Screen Shot 2022-07-28 at 2.47.08 PM (1)


2.) Get CSV/Export Deals (Fundz Pro Customers Only)

To export a list of deals, just click the Get CSV button near the top right of the fundings, crowdfundings or acquisitions page.

You can export up to 1000 results per search.



3.) Researching & Contacting the Company

Fundz is integrated with company and contact info. Screenshot example below:

Screenshot of https___serene-lewin-a98446.netlify.app_fundings_149490 (1)


4.) Trends (Fundz Pro Customers Only)

Trends lets you see the top locations and industries and how they are trending in terms of new funding.



5.) Save Favorites & Add Notes 

Just click the heart icon next to favorite and funding, crowdfunding or acquisition. This will save it under favorites on the left hand menu.


How do I cancel my Fundz account?

To cancel your Fundz Starter or Pro subscription, click 'Account' on the left hand navigation menu. Once you are on the Account page, click the pencil icon in the 'Active subscription' row. Next, on the following page you will see the cancel button, where you can proceed to cancel your account. 

Topics: account questions

Fundz Data

The fastest, most accurate information on company fundings comes from company direct issued news and government filings, not by relying on third party partners or by licensing data from another funding round database.

This is what sets Fundz data apart and why Fundz has been chosen by industry leading applications serving thousands of institutional customers. Fundz is also the sole funding data provider for the Dun & Bradstreet Data Exchange.

Leveraging machine learning & proprietary algorithms, Fundz monitors millions of data points and serves up information on fundings faster than any other database.

This methodology allows our direct and indirect customers to connect ahead of their competitors with just funded companies, proven to be a major competitive advantage in winning more deals.