Knowledge Base

Lindsey Conway

Recent Posts by Lindsey Conway:

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

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.