Case Studies

How enterprise teams put Fundz to work

Two organizations with no room for bad data: what they needed, why they chose Fundz, and what happened next.

01 · Enterprise SalesAn S&P 500 company turns new funding rounds into weekly leads for thousands of sellersRead the case study 02 · Data LicensingA venture-backed software platform has built Fundz data into its product since 2021Read the case study
Company event data since 2015 Licensed data delivery since 2021 Every record linked to its original source
Case study 01Enterprise Sales

An S&P 500 company turns new funding rounds into weekly leads for thousands of sellers

The challenge

The sales strategy team runs a weekly program that turns newly funded companies into leads for the field. Each week an analyst reviews the latest funding rounds, confirms each one against its original source, and sends it to the rep who owns that account.

A lead that is late or wrong wastes a seller’s time, and in front of a customer it costs credibility. The data providers the team already used could not show where a funding record came from, so every lead had to be checked by hand before it could go out.

How Fundz helped

The team ran a structured evaluation of Fundz against several other data providers, including a test export of a full week of funding data with headlines and links. Fundz delivered the timeliness, accuracy and verification they needed.

They chose Fundz for three reasons:

Accuracy
Funding records the team can pass to a rep without second-guessing them.
Timeliness
New rounds arrive while they are still news, when a rep’s outreach is most relevant.
Verification
The headline and a link to the original source travel with every record, so each lead can be verified in seconds.

Results

“We are very pleased to share that Fundz is working well for us. Every week we curate funding leads with headlines and source links, leveraged by our global sales team. We plan to continue with Fundz.”
Sales strategy specialist, S&P 500 company, six months after launch (edited for clarity)
  • Fundz now powers the team’s weekly funding lead program.
  • Every lead reaches the field with its headline and a link to the original source.
  • The team chose to keep Fundz at the center of one of its most important sales processes.
Case study 02Data Licensing

A venture-backed software platform has built Fundz data into its product since 2021

The challenge

This platform serves investment firms, some of the most demanding users of company data anywhere. Those customers expect to see a company’s latest funding round and acquisitions inside the tool they already work in, and they notice quickly when the data is late or wrong.

The company wanted to license a proven source of funding data rather than build and maintain its own collection operation.

How Fundz helped

One of the company’s own investors introduced them to Fundz. Their product team reviewed our sample data and replied the same day:

“We’ve checked out the sample data available on your website and it looks valuable!”

Their data team then validated the data, and the two companies signed a licensing agreement. How it works:

Licensed data
Fundz funding and acquisition records, cleared for use inside their product.
Scheduled delivery
Fresh data is delivered straight to their servers on a regular schedule, ready to load. There is no integration for them to build or maintain.
Validated by their team
Their data engineers check what arrives, and it has held up to that review for years.

Results

  • Fundz data has been part of their product since 2021.
  • The relationship has continued through changes on their team, including a fresh data and compliance review.
  • Their customers see funding and acquisition updates without leaving the product they already use.

Customer names are withheld under confidentiality agreements.

Individual firms

From recruiters, consultants and sales reps

Individual firms and sellers who use Fundz to find companies worth calling.

★ 4.8 on G2
I think Fundz is phenomenal, particularly for recruiters. It goes way beyond funding alerts and brings together hiring, funding, leadership and other signals to help identify companies that are actually in motion and worth pursuing.
Renee DovichCEO, CareerEncore · Recruiter
As an Executive Search Consultant that works specifically with Startups, it is invaluable.
Frank BlaydesExecutive Search Consultant · Executive search
Fundz helped me find startups that I couldn't find in the other databases. I was able to make great connections and some really good sales!
Chris SzentmiklosyBusiness Performance Advisor, Insperity · Advisor
In less than 24 hours of using Fundz, I got two high-intent leads. If I close just 1, it will have paid for my entire yearly subscription... plus an additional 24 years.
Steve PopeFounder, Instinct Animations · Agency
I'm a big fan of Fundz. It's been incredibly helpful in my daily prospecting efforts to identify potential fits for NetSuite. What I love most about it is its ease of use. Keep up the fantastic work!
Manav PatelAccount Executive, Oracle · Enterprise sales
The reps here love Fundz. I've been hearing how many people rely on it to prospect.
Alex OchoaAccount Executive, Snowflake · Enterprise sales

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