Fundz in ChatGPT and Claude

Get the most from Fundz in ChatGPT and Claude

Connected is step one. This is how to turn your AI into a five-minute morning: who to contact today, who you already know there, and what to say, built on verified events and read against your own market. Every prompt on this page was run on real Fundz accounts before we published it.

Not connected yet?Set up ChatGPT Set up Claude

First: tell Fundz who you sell to

Your AI reads every answer against your Fundz targeting: industries, company sizes, locations and the events you care about. The sharper it is, the sharper your leads. Set it in your account, or just ask: “What can Fundz do for me?” If your targeting is empty, the AI asks what you sell or who you place and saves it for you.

The five-minute routine

Three prompts each morning, in order, in the same chat. One more once a week.

Every morning
Get your ranked plan
Who should I reach out to today?
Your strongest leads from your own daily list, each with the dated event, why it fits you, who to contact and a first line.
Then
Go warm before cold
Pick my strongest lead today. Do I know anyone there? If not, who should I contact? Write me a two-line opener built on the event.
It checks your own LinkedIn connections at the company first, then the decision-makers Fundz holds, and drafts the opener.
Then
Open with news, not a pitch
Write a short email to my top lead that opens with a market update from their peers instead of a pitch.
Recent verified moves among the company's peers, turned into a short email in your voice. You decide whether to send it.
Once a week
Catch up on your accounts
What changed at companies on my watchlist this week?
New events at the companies you follow. Ask it to add any company to your watchlist and it will.

Prompts for your role

For sellers and for recruiters. Swap in your own state or city where it says so.

Who should I reach out to today?

Pick my strongest lead today. Do I know anyone there? If not, who should I contact? Write me a two-line opener built on the event.

Write a short email to my top lead that opens with a market update from their peers instead of a pitch.

Which companies in [your state] raised money in the last 30 days and are hiring sales leaders? Give me the best 5 to sell to, with who to contact.

Which companies are opening or expanding offices in the [your city] area? Show the newest first with the date and source.

What changed at companies on my watchlist this week?

Tips that make the answers better

What we learned running these prompts in ChatGPT and Claude.

Say "my"

My leads, my market, my watchlist. That tells the AI to read your Fundz targeting and leads instead of answering in general.

In ChatGPT, start with "Use Fundz:"

ChatGPT sometimes reaches for a web search first. Starting with Use Fundz: sends it straight to Fundz data.

Always ask "Do I know anyone there?"

In our tests neither ChatGPT nor Claude checked your network unless asked. One line gets you warm intros from your own LinkedIn connections before any cold contact.

Ask for the date and the source

Every Fundz event carries a date and a source. Ask for both and you can check any line before you use it.

Be specific

Name the place, the role and the window: "VP Sales hires in Texas in the last 30 days" beats "who is hiring".

Contact reveals use your monthly allowance

Reading the contacts Fundz already holds costs nothing. The AI asks before revealing new ones at more than 3 companies at once.

Nothing is sent without you

The AI drafts. You send. It will not email anyone or take an outbound step without your go-ahead.

Filing searches take a minute

Questions that read the full text of SEC filings, like interim CEO or CFO appointments, run many searches. Give it a moment.

What Fundz adds to your AI

Same ChatGPT, same Claude. With Fundz connected, the answers carry Timing, Relevance and Relationships.

The AI on its own

The AI + Fundz

Timing

Finds an event when it turns up in a search, sometimes weeks later.

Each event logged the day it is announced or filed, with its real date.

Relevance

Answers in general.

Reads every answer against your own targeting and your scored daily leads.

Relationships

Cannot see who you know.

Your own 1st-degree LinkedIn connections at each company, listed first.

Who to call

Company names, sometimes a founder.

Decision-makers at each company with email, mobile reveals and LinkedIn.

Reach

What the open web published.

SEC Form D raises that never got a press release, filings full text, open executive seats, office permits.

Fundz is verified event intelligence: things that happened, with a date and a source. We publish our measured data accuracy every month at data.fundz.net. Fundz in ChatGPT and Claude is included with Pro and Strategic plans. Questions? Email support@fundz.net.