An advisor engine, not a search engine. Crunchbase tells you a company exists. Fundz tells you it just raised, hired a new CRO, or is expanding — shows you the verified contacts, and drafts the outreach. Reach the right prospect at the exact moment they're ready to invest in growth.
"Fundz has been an essential part of my prospecting workflow for years. As someone working across B2B and SaaS clients, staying ahead of funding events and company milestones is critical — it tells me exactly when a company is ready to invest in growth. Fundz delivers that signal in real time, so I can reach the right prospects at the right moment. It's one of the few tools I recommend to every client without hesitation."
Paul Mosenson
Founder, NuSpark Marketing
Most agencies are stuck in a cycle that limits growth and commoditizes their expertise.
By the time a company shows up on a list everyone buys, the moment has passed. You're pitching prospects who already chose a vendor — or aren't in-market at all.
Clients can get SEO, PPC, and content anywhere. Without unique data, you compete on price.
Hours spent on LinkedIn and Google trying to find the right accounts and the right timing. It doesn't scale.
You know who to target but lack automated, personalized outreach that books meetings consistently.
The dirty secret of the agency world: everyone is pulling from the same data sources, running the same playbooks, and delivering the same generic lead lists. Fundz gives you something genuinely different to sell.
Every agency walks into a prospect meeting with ZoomInfo exports and Apollo lists. The data is identical. The pitch is identical. The only differentiator left is price — and that is a race to the bottom.
Fundz monitors funding rounds, M&A activity, executive moves, and SEC filings as they happen. Your clients get leads triggered by real events — not stale lists pulled from the same database everyone else uses.
Engage hands you the day's most relevant intelligence to share with your network in your own voice. SmartSend goes further: it reads each contact's role and every real-time signal on their company, then writes the email about what they're actually dealing with now — sent from your own inbox, up to three touches you preview and edit, and it stops the moment they reply.
Fundz watches lanes the generic databases don't: exec moves and SEC 8-K leadership shakeups, M&A, hiring surges, WARN layoff filings, USPTO trademark filings ahead of a launch, and office-expansion permits where available. Verified, broad, and real-time — so you walk into a conversation knowing something the prospect's other vendors don't.
A signal fires. The right contacts surface, ranked to who you sell to. The draft writes itself from what's actually happening at that company. You review and send.
Funding rounds, exec hires, and acquisitions at companies you track — delivered the moment they're public, with the decision-maker and a ready-to-send opener already attached.
Every touch is anchored to something that just happened — a raise, a new CRO, an expansion — so your outreach lands as relevant instead of cold.
Whether you're prospecting for your agency or advising a client, you show up with signal-grounded intelligence the generic databases don't carry — the kind of insight that makes you the call they take.
This isn't another dashboard you forget to log into. It's an intelligence engine that does the watching, scoring, and first-draft writing for you — every day.
You wake up to a curated feed of companies that just raised, made an acquisition, or hired a new executive — all matched to your ideal customer profile.
SmartSend reads each contact's role and the live signals on their company, then drafts the email about what they're dealing with now — from your own inbox, up to three touches, stopping the moment they reply. You review and send; nothing goes out without you.
FundzWatch tracks competitor websites, key accounts, and market movements. You know the moment a competitor launches a new product or a target account makes a strategic move. (Strategic.)
The Daily AI Briefing researches your watchlist overnight and lands in your inbox by 7:30 AM ET — market activity, what it means, and recommended next moves.
Employee-sentiment scores aggregated from multiple leading employer-review platforms, with trends over time — the inside-out signal that flags companies in transition. (Strategic.)
The value shows up daily — relevant companies surfaced, contacts ranked, drafts written. That's the difference between a tool you renew and one you cancel.
Deliver enterprise-grade market intelligence without building the infrastructure yourself.
Generate Claude-written one-page briefs and put your agency's name on them. The intelligence is ours; the deliverable is yours. (Strategic.)
AI-built company intelligence reports you can pull for any account or pitch — 10/month on Pro, unlimited on Strategic.
Stand up saved searches and mandates for each niche or account you work, with a daily and Monday-morning digest so nothing slips. (Strategic.)
Pull verified signals into your own tools via JSON API (50 calls/day on Pro, 500/day on Strategic), or push contacts straight to HubSpot and Salesforce.
Fractional executives and independent consultants share the same gap: business development disappears the moment client work begins. Fundz keeps watching while you're heads-down.
If you're a fractional exec, independent consultant, or solo advisor, business development is the first thing that disappears when client work picks up. Fundz keeps watching while you're heads-down — surfacing companies that just became relevant and drafting the first outreach — so prospecting doesn't stop the day you get busy. No promises about a full pipeline; just the signal and the first draft, ready when you are.
Your differentiation isn't the AI — it's the data feeding it. Fundz gives you proprietary real-time signals that your clients' competitors literally cannot access. That's a genuine competitive advantage you can deliver, not just another ChatGPT wrapper.
10 years of structured event data. 11 real-time signal types — funding, exec moves, M&A, SEC 8-K, hiring surges, WARN layoffs, trademark filings, and more. Verified, broad, and delivered the moment it's public.
Whether you run a team of 50 or you are a solo consultant, Fundz scales with your business.
Find clients the moment they raise — and prospect for them, too
Add data-driven ABM campaigns to your offering
Punch above your weight with enterprise-grade intelligence
Monitor markets and trigger timely outreach for clients
Fundz is $79/mo Pro or $149/mo Strategic (less on annual). For the price of a single tool, you get the advisor engine — real-time signals, ICP-ranked verified contacts, the Daily AI Briefing, Engage, and SmartSend. Strategic adds SEC 8-K alerts, predictions, white-label Search Briefs, the investor/RIA dataset, and FundzWatch monitoring. See exactly what's in each plan on the pricing page.
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 Szentmiklosy
Business Performance Advisor, Insperity
Fundz is $79/mo Pro / $149/mo Strategic. For one subscription, you get the action and intelligence layer the generic databases don't have — and a reason to be the call your prospects take.
Every new customer gets a personal 15-minute onboarding call: we connect Slack, capture your ICP, and get you live on day one.
Stop pitching from the same stale lists as everyone else. Show up with the signal, the verified contacts, and the draft already written.