Knowledge BaseWhat is Favorites?
As a registered Fundz user, you can create and manage a personalized Favorites list to bookmark important companies, funding events, executive hires, acquisitions, and product launches. Your favorites provide instant access to the opportunities that matter most, helping you stay organized and never lose track of high-priority prospects.
Why Use Favorites?
Quick Access to Key Opportunities
Instantly access your most important companies and events without searching. Your favorites are always one click away from the main navigation.
Organize Prospects & Leads
Build curated lists of companies to track, prospects to follow up with, or competitive threats to monitor. Use favorites as your personal CRM within Fundz.
Export for Analysis
Export your complete favorites list to CSV for further analysis, importing into your CRM, or sharing with your team.
How to Add & Remove Favorites
Adding entries to your favorites list is simple and instantaneous. Favorite any funding, executive hire, acquisition, crowdfunding, or product launch with a single click.
To add or remove an entry from favorites:
- Log in to your Fundz account.
- Navigate to any Funding, Executive, Acquisition, Crowdfunding, Product, or Favorites page.
- Click the heart icon next to any entry.
- The heart will fill in when favorited, and clicking again will remove it from your favorites.
Accessing Your Favorites
View all your favorited items in one centralized location with powerful filtering and export capabilities.
Navigate to Favorites
Access your complete favorites list by clicking Favorites in the main navigation menu. All your bookmarked entries appear in one unified view.
Filter by Type
Narrow down your favorites by entry type to focus on specific categories:
- Fundings
- Executives
- Acquisitions
- Crowdfundings
- Product Launches
Export Your Favorites
Click the Get CSV button to export your complete favorites list. Use the exported data for pipeline management, CRM imports, team collaboration, or custom analysis.
Common Use Cases
How teams use Favorites:
- Sales Pipeline: Track prospects at different stages of your outreach process
- Competitive Monitoring: Keep tabs on key competitors and their strategic moves
- Portfolio Tracking: Monitor all portfolio companies in one place (for investors)
- Target Account Lists: Build and maintain lists of high-priority prospects
- Research Projects: Organize companies relevant to specific market research initiatives
- Follow-up Reminders: Flag opportunities that need periodic check-ins
If you experience any issues managing your favorites, please reach out to our customer service team for assistance.