You are already thinking about this the right way: your own prompts, your own targeting, Claude doing the reading. The hard part is making it dependable every morning. Fundz is one connector inside your Claude that does that part.
No credit card to see your leads. The connector is included with Pro and Strategic plans.
Your prompts and your Claude stay exactly as they are. Fundz replaces the sources that stitch together badly with one connector that returns the same kind of list every morning.
SEC Form D raises by US software-type companies, checked against EDGAR (137 filings over two weeks). The AI chat swung from 30% to 68% between weeks, on one account with one prompt a week, so a rerun could differ. It does well on a short, specific list. Fundz is consistent at breadth.
Form D raises and 8-K events, matched to the filing itself, the same way every day.
search_sec_filingssearch_funding_roundsFull-text search across 10-K, 10-Q and 8-K text, for the phrase that signals a reason to call.
search_filing_textDuplicates merged and namesakes kept apart, so a round lands on the right company with the right website.
get_company_profileEvery morning, new events scored against your own industries, stage, geography and size, with the reasons.
get_daily_leadsget_lead_detailYour own LinkedIn connections at each company, for a warm intro instead of a cold email.
who_do_i_knowNamed decision-makers with email or LinkedIn. Reading is included, and reveals fill the gaps (150 a month on Pro, 600 on Strategic).
get_company_contactsreveal_contactsFundz Inception ranks newly formed companies by their odds of filing a Form D, so you reach them before the round is public.
the base rate for our top tier within one year, on 3,201 live companies, measured on the live model.
in the original Colorado test, over two years. Quoted only as that test.
Odds, not promises. Inception is on the Strategic plan and lives in the Fundz app today, as a ranked shortlist. It is not yet a tool inside the Claude connector.
“Show me my daily leads, and tell me why the top one scored what it did.”
get_daily_leadsget_lead_detail“For my top three, search their SEC filings from the last 90 days for a new contact center or headcount changes.”
search_filing_text“Who do I already know at those three companies?”
who_do_i_know“Get the decision-makers at the best one and draft a note that opens with who we both know.”
get_company_contactsreveal_contactsSetup takes about two minutes, with the full side-by-side of Claude alone against Claude with Fundz, on Fundz in Claude. Want it in your own database or pipeline? The same data is available by API and Agent API, and pushes to HubSpot, Affinity, Pipedrive and Slack.
Tell us who you sell to. We show you the companies that fit this week, who to reach and who you know there, then recommend a plan. No credit card.
How we measured. Form D: every original Form D filed 5 to 18 October 2026 by a US operating company in the Other Technology group with money sold, matched to EDGAR; one logged-in AI chat account with web search, one prompt per week. Inception: live cohort of formations from 1 January to 14 October 2025, top tier, one-year window (n=3,201); the 58x figure is the Colorado holdout test over two years. Full method on the proof page.