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FOR AGENCIES & CONSULTANTS

Give Your Clients the Trusted Advisor Edge

Stop selling hours. Start selling outcomes. White-label our AI-powered signals, Engage™ warm LinkedIn outreach, and FundzWatch monitoring to deliver premium intelligence under your brand.

The Agency Dilemma

Most agencies are stuck in a cycle that limits growth and commoditizes their expertise.

Trading Time for Money

Your revenue is capped by billable hours. Scaling means hiring more people — not building leverage.

Commoditized Services

Clients can get SEO, PPC, and content anywhere. Without unique data, you compete on price.

Manual Research

Hours spent on LinkedIn and Google trying to find the right accounts and the right timing. It doesn't scale.

No Outreach Infrastructure

You know who to target but lack automated, personalized outreach that books meetings consistently.

THE REAL PROBLEM

Every Agency Claims to Drive Growth. None Can Prove It.

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.

Same Pitch, Same Data, Same Results

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.

Real-Time Signals Change Everything

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 Turns Signals Into Conversations

Engage cross-references live signals against your client's LinkedIn network and delivers warm DM sequences to the right people at the right moment. No cold outreach. No spray-and-pray. Just warm, timely, relevant conversations.

A Capability No One Else Can Offer

When you pitch "intelligence-powered business development with warm LinkedIn outreach," you are describing something no other agency can replicate with off-the-shelf tools. That is a genuine moat, not a marketing claim.

ENGAGE

From Signal to Booked Meeting — Under Your Brand

Engage detects real-time business events and surfaces warm LinkedIn connections for personalized outreach. Package it as your own premium service.

Lead Gen as a Service

Charge clients $3-5K/month for done-for-you prospecting powered by real-time funding, M&A, and exec change signals.

ABM Campaign Execution

Run account-based campaigns triggered by real events — not static lists. Every touchpoint is timely and relevant.

Retainer Value-Add

Bundle intelligence monitoring into existing retainers. Clients see more value, stay longer, and pay more.

THE CLIENT EXPERIENCE

What Your Clients Actually Get

This is not another dashboard login they will forget about. This is a done-for-you premium service that delivers tangible results every single day — and commands premium pricing because of it.

Signal-Matched Leads Every Morning

Your client wakes up to a curated feed of companies that just raised funding, made acquisitions, or hired new executives — all matched to their ideal customer profile.

Warm Outreach Running Automatically

Engage identifies mutual LinkedIn connections and delivers personalized DM sequences. Your client's pipeline fills while they focus on closing deals and serving customers.

Competitor and Market Monitoring

FundzWatch tracks competitor websites, key accounts, and market movements. Your client knows the moment a competitor launches a new product or a target account makes a strategic move.

AI-Powered Intelligence Briefings

Weekly executive briefings powered by AI synthesize market activity, opportunity analysis, and recommended actions. This is the kind of deliverable that justifies premium pricing.

WorkVibz™

Culture score tracking aggregated from multiple leading employer review platforms — a premium deliverable that spots companies in transition before any public announcement. Declining morale predicts leadership changes and vendor shifts.

When a client sees their pipeline filling with warm, signal-matched leads while they focus on running their business, they do not shop for a cheaper alternative. They tell their colleagues.

WHITE-LABEL READY

Your Brand. Our Intelligence Engine.

Deliver enterprise-grade market intelligence without building the infrastructure yourself.

Custom Branding

Deliver signals and reports under your agency's brand. Clients see your name, not ours.

Executive Reports

Generate polished intelligence briefs for C-suite stakeholders showing market movements and opportunities.

Multi-Client Management

Manage multiple client accounts from a single dashboard. Separate watchlists, alerts, and campaigns per client.

API Access

Integrate Fundz signals directly into your existing tools, CRMs, and client-facing dashboards.

THE FRACTIONAL ECONOMY

Your Fastest-Growing Client Segment Is Already Here

Fractional executives and independent consultants are the fastest-growing segment in professional services. They all share the same critical gap: business development disappears the moment client work begins.

The Fractional Economy Is Exploding

Fractional CMOs, fractional CROs, independent consultants — the fastest-growing segment of the professional services economy. They all share one problem: business development stops when client work starts.

They Need BD That Runs Without Them

A fractional executive billing $15-25K/month cannot spend half their day prospecting. They need an always-on system that surfaces opportunities and initiates warm outreach while they deliver for existing clients.

Fundz Is Their Growth Engine

Signal-matched leads, automated Engage sequences, and market monitoring — packaged as a managed service from your agency. You become their indispensable business development partner.

Sticky, Scalable, High-Margin

Fractional executives who see pipeline building while they work do not cancel. Each client takes minutes to onboard and runs on autopilot. This is how you build a scalable practice, not just a book of business.

Every Agency Claims to Use AI. That's Table Stakes.

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. 8 signal types from 15+ direct sources. 200,000+ companies monitored in real time. Your clients get intelligence no one else has.

Built for Every Type of Agency

Whether you run a team of 50 or you are a solo consultant, Fundz scales with your business.

Lead Gen Agencies

Sell signal-powered prospecting as a premium service

Marketing Consultancies

Add data-driven ABM campaigns to your offering

Independent Consultants

Punch above your weight with enterprise-grade intelligence

Strategic Advisory Firms

Monitor markets and trigger timely outreach for clients

THE MATH

One Client Pays for Your Subscription

The economics are simple: charge clients for outcomes powered by Fundz signals.

5 clients x $4,000/mo each$20,000/mo revenue
Fundz Strategic subscription-$149/mo
Net margin per month$19,851

That is a 133x return on your Fundz investment. One single client more than covers the cost.

Fundz Pro

Your cost: $59/mo

Client pays: $2-3K/mo

97%+ margin

Perfect for serving 1-3 fractional clients with signal feeds and basic Engage outreach.

Fundz Strategic

Your cost: $149/mo

Client pays: $3-5K/mo

95%+ margin

Full Engage sequences, FundzWatch monitoring, and AI briefings for up to 10 clients.

At Scale

Your cost: $149/mo

Client pays: $20K+/mo

99%+ margin

Five clients at $4K each. Your Fundz cost becomes a rounding error on your P&L.

The service is sticky because the value is visible daily. Clients see warm leads arriving, outreach sequences running, and intelligence briefings landing in their inbox. That is not a service they cancel — it is a service they expand.

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 costs $59/mo. You charge clients $2-5K/mo for "intelligence-powered business development." That's 97%+ margin on a sticky, differentiated service that no other agency can offer.

White-label ready. Your clients see YOUR brand, YOUR intelligence. Setup takes one meeting.

Ready to Transform Your Agency?

Stop competing on price. Start delivering intelligence-powered outcomes that clients will pay a premium for.