Fundz delivers real-time business intelligence — funding rounds, M&A, exec changes, SEC filings — and helps you share it with your network in a way that builds trust, not pitches. When you always know what's happening, people want to work with you.
Tax-deductible business expense.
With over 64 million Americans freelancing and the market headed to $12B by 2030, competition for advisory roles is fierce. The advisors who win aren't the ones with the best pitch deck — they're the ones who always know what's happening in their clients' markets. That's trusted advisor status, and Fundz is how you build it at scale.
$12B
Projected market by 2030
64M+
Americans freelancing
0
Tools that help you build trusted advisor status
Fundz is the intelligence edge that turns consultants into trusted advisors.
Real-time business signals delivered daily. Share intelligence your network can't get elsewhere. Build trust that turns into engagements — without ever sending a pitch.
Your prospects see dozens of generic LinkedIn comments, cold emails, and automated pitches every week. None of it builds trust. Here's what does — and what doesn't:
Generic comments add zero value. Everyone does this.
"I'd love to connect..." — deleted instantly. 2% reply rate.
Mass DMs damage your reputation. People can tell.
Intel they don't have + ask for their take = trusted advisor.
Only one of these builds trusted advisor status. Fundz makes it scalable.
Fundz delivers real-time intelligence — funding rounds, M&A, exec changes, SEC filings, employee sentiment — to your Slack every morning. You share it with your network in 60 seconds. No pitch, no ask. Just value that makes people think: "How does this person always know what's happening?" That's how advisory engagements start.
Your prospects can spot a pitch from a mile away. But when you share intelligence they can't get elsewhere — and ask for their take — that's a conversation they want to have.
"Hi Sarah, I'm a fractional CFO with 15+ years of experience helping companies scale. I'd love to connect and explore if there's a fit. Would you be open to a quick call?"
No intelligence. No value. No reason to reply. This is what everyone sends — and what your prospects have trained themselves to ignore.
"Sarah, your post about scaling ops caught my eye — especially with Acme's $12M Series B last week. I'm tracking an interesting pattern: Komerz acquired Glassbox right after their B round for exactly this reason. Companies at your stage tend to hit an infrastructure wall around month 4. Curious what you're seeing on the ground?"
References their post. Drops intelligence they don't have. Asks for their take — not a meeting. This is how trusted advisors start conversations.
The difference isn't better copywriting — it's having intelligence no one else has. Fundz combines 10 years of real-time business signals with your LinkedIn network. No agency, VA, or automated tool has this data. That's why only Fundz can build trusted advisor status at scale.
Every morning, Fundz delivers intelligence about your network. You share it. Trust compounds. Here's how:
Avg. Consulting Retainer
$5-15K/mo
$60-180K annually
Fundz Pro (Annual)
$59/mo
$708/year
ROI from One Client
67-200x
Annual tool cost
Companies contacted within 48 hours of a funding round convert at 4x the rate of cold outreach. New executives are 10x more likely to bring in consultants in their first 90 days.
One fractional retainer ($5-15K/mo) pays for Fundz for 8-25 years. The question isn't whether you can afford $59/mo — it's whether you can afford to miss the next client because you didn't see the signal.
Built for the people who need to be the smartest person in the room.
Monitor all your clients’ markets from one dashboard. FundzIQ briefs you every morning with what changed overnight.
Surface funding, M&A, and hiring signals that affect your clients’ strategy. Be the advisor who always knows first.
Add market context to every coaching session. Reference real events in your clients’ industries to deepen trust.
Know which companies just raised money or lost an executive. These are the earliest hiring signals — weeks before job postings.
Predictive intelligence, SEC 8-K analysis, and 13F institutional holdings. What PitchBook charges $25K+ for.
Hours spent, signals missed.
5 minutes/day. Nothing missed.
The intelligence tools that give independent consultants an unfair advantage.
Your AI analyst works overnight. Every morning, get a personalized intelligence brief based on your watchlist, favorites, and tracked industries.
AI correlates funding + hiring + M&A + SEC filings to identify high-intent companies and market shifts before they’re obvious.
Signal-triggered warm LinkedIn outreach that activates automatically when relevant events happen. Included with Pro and Strategic.
One-click AI-powered strategic intelligence on any company. Combines Fundz signals with live web research.
ML models forecast likely acquisitions, funding rounds, and executive changes — 3-6 weeks before they happen.
AI pattern detection across SEC filings. Track $66T+ in institutional holdings across 8,000+ fund managers.
Spot companies in transition before anyone else. Declining WorkVibz culture scores from multiple leading review platforms = incoming leadership changes = your next client.
See how Fundz compares to tools that charge 10-30x more.
Real workflows for real consulting practices.
Signal
Series A funding round
Action
Reaches out within 24 hours to offer go-to-market strategy
"I noticed your $8M raise — companies at this stage typically need to build their demand gen engine. I help B2B SaaS companies scale from $2M to $10M ARR."
Signal
Acquisition completed
Action
Offers post-merger integration expertise
"Congratulations on the acquisition of DataCorp. Integration is where 70% of M&A value is won or lost. I've guided 12 post-acquisition integrations."
Signal
VP Finance departure
Action
Offers to bridge the gap during the search
"I saw your VP Finance recently moved on. I help growth-stage companies maintain financial operations during leadership transitions — without the full-time commitment."
Most consultants choose annual — it's a tax-deductible business expense.
Billed annually at $708/year
Billed annually at $1,188/year
Monthly plans, cancel anytime — or request a demo first.
You're using the only platform with 10 years of real-time signal data mapped to your exact ICP. That's not the same conversation.
What an AI agent tells you
"Company X raised funding."
What Fundz tells you
"Company X raised $15M Series B, hired 4 sellers, their WorkVibz score dropped 25%, and your LinkedIn connection Sarah Chen just posted about their growth challenges — here's a ready-to-send DM."
We love AI. We use AI everywhere. But AI is only as good as the data feeding it — and our data is proprietary, built from 15+ direct sources over a decade.
59% of consultants say finding clients is their biggest challenge. Fundz turns that challenge into a system.