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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.
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Quick Setup Path
Navigate to Account → AI-Powered Lead Targeting and tell Fundz exactly what you sell and who you're targeting.
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Your value proposition - e.g., "shorter sales cycles, more qualified leads"
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Typical deal size - Help AI prioritize companies in your sweet spot
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Ideal customer profile - e.g., "B2B SaaS companies in New York or SF with 1K–5K employees"
Refine with Smart Filters:
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Location
Target specific cities, states, or countries
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Industry
Focus on verticals that matter to you
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Company Size
Filter by employee count ranges
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Buying Triggers
Funding, leadership changes, acquisitions, etc.
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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:
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GPT-powered insights - Deep analysis of why they need your solution
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Buyer intent scores - 0-100 rating of sales readiness
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Recommended actions - Specific next steps for each lead
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One-click CRM push - Send to HubSpot or Salesforce (Pro & Partner only)
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Customize Your Delivery
Edit preferences under
Account → Preferences → Lead Delivery:
- Fresh Leads Daily (no repeats) or Persistent Opportunities
- Choose delivery time (7AM–5PM EST)
- Select format (brief vs. detailed)
- Note: Daily count varies based on your targeting specificity
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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.
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Quick Access
Access Website Monitoring from the main FundzWatch™ menu. It's now your default view when you log in.
Plan Limits:
What Gets Monitored:
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Pricing Changes - Track price increases/decreases, new tiers, removed plans, and feature shifts between pricing tiers
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Hiring Activity - New executive roles (VP Sales, CRO, CTO), team expansion, regional hiring, and open position count changes
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Strategic Shifts - Leadership changes, market expansion signals, product launches, and positioning updates
AI-Powered Intelligence:
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Sales Angles
GPT-4 generates specific talking points for each detected change
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Outreach Recommendations
Get tailored suggestions on when and how to reach out
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Strategic Context
Understand what the changes mean for your sales approach
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Perfect Timing
Know exactly when to strike while the opportunity is hot
How to Use It:
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Add Domains
Enter competitor websites, target accounts, or prospects you're tracking
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AI Scans Daily
Fundz monitors pricing pages and careers pages every 24 hours
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Get Instant Alerts
Receive notifications when meaningful changes are detected
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Take Action
Use AI-generated insights to craft perfect-timing outreach
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Pro Tip for Recruiters
Recruiters: Track how long executive positions stay open. A VP of Engineering role open for 90+ days signals urgency and a difficult search—perfect timing for your outreach.
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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—right after a price increase, during hiring expansion, or when they're making strategic shifts.
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4. Track Your AI Leads in the Dashboard
Your command center for monitoring and acting on high-intent opportunities.
Dashboard Features:
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Hot Leads
Sorted by urgency and buyer intent
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Insight Cards
Context, priority, and CRM actions for each lead
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Buyer Intent Scores
0-100 rating system for prioritization
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Full Summary
AI-matched companies & signal types
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Note
This AI-powered dashboard replaces the legacy FundzWatch™ lead delivery system.
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5. Email Summaries for Saved Searches
Monitor specific market events by saving search filters and receiving daily/weekly email digests when new companies match your criteria. This is separate from AI-powered leads and lets you track broader market activity.
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Important: Email Summaries vs. AI Leads
Email Summaries = Notifications for saved search filters (fundings, acquisitions, etc.)
AI Leads = Personalized daily leads based on your targeting profile
These are two separate systems. Email summaries require you to create and save search filters first.
How to Set Up Email Summaries:
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Navigate to Event Feeds
Go to Fundings, Acquisitions, Executive Moves, Products, or Contracts sections
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Apply Your Filters
Set criteria like location, industry, funding amount, company size, etc.
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Save Your Search
Click "Save Filter" and give it a descriptive name (e.g., "NYC SaaS Fundings")
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Enable Email Notifications
Go to Account → Email Summaries and toggle on the event types you want
What You'll Receive:
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Daily digests at 8AM EST - All new matches from the previous 24 hours
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Weekly summaries on Saturdays - If you choose weekly frequency
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Organized by saved search - See which filter triggered each match
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Direct links to full details - Click through to Fundz for more info
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Pro Tip
Use Email Summaries to monitor broader market trends while AI Leads focus on your specific sales targets. For example, track all fundings in your industry via Email Summaries, while AI Leads identifies the ones most likely to buy from you.
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No saved searches = No email summaries. You must create and save at least one search filter to receive notifications.
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6. Chrome + Slack + CRM Alerts
Stay synced wherever you work with our powerful integrations.
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Chrome Extension
Instant browser alerts for selected event types
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Slack
Pipe filtered events into your sales channels
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CRM (Pro)
HubSpot / Salesforce sync & direct push
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Setup Location
Configure all integrations in Account → Integrations
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7. Personalized Outreach (AI-Powered)
Generate custom emails for any contact with our AI email writer.
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Find Contact
Navigate to any lead card with contacts
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Click Email Icon
Hit the ✉️ button to generate custom email
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Choose Style
Select tone and length preferences
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Edit & Send
Customize and send from your mail client
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8. CSV Exports (Pro & Partner Only)
Export your data for deeper analysis or CRM import.
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Download up to 1,000 companies per query
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Filter by round, investor, industry, region
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View export history with applied criteria
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Access exports through the Exports tab in your dashboard.
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Tips for Success
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Complete targeting profile on Day 1
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Add your top 10 competitors to website monitoring
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Schedule AI lead delivery at your ideal time
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Use CRM + Slack for workflow integration
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Focus on leads with Intent Scores ≥ 50
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Act within 48 hours of pricing/hiring changes
Ready to Accelerate Your Sales?
Join thousands of sales teams using Fundz to find and close deals faster.