Fundz is an advisor engine, not a search engine. It surfaces what just changed at the companies you watch — a funding round, a new CRO, an acquisition, an expansion — shows you the verified people to reach, and drafts the outreach from the signal. So you walk into every conversation already knowing.
Annual: $59/mo first year. Monthly, cancel anytime. Tax-deductible business expense.
Your edge isn't a better pitch deck — it's knowing what changed before the other ten advisors do. Fundz watches the companies and industries you care about and tells you the moment something moves, so you're the one who already knew.
11 signal types
Funding, exec moves, M&A, SEC 8-K, hiring, layoffs, trademarks & more
7:30 AM ET
AI Daily Briefing in your inbox, researched overnight
$79/mo
A fraction of what enterprise platforms charge
Fundz is the intelligence edge that keeps you the most-informed person in the room.
Real-time signals delivered daily, with the verified contacts and a drafted opener — so you reach out with something genuinely useful, not 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. No signal, no reason to reply.
Mass DMs damage your reputation. People can tell.
Intel they don't have + ask for their take = trusted advisor.
Only one of these earns a reply. Fundz hands you the signal that makes it real — and drafts it from your own inbox with SmartSend.
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 the signal no one else is watching. Fundz pairs real-time signals with the verified contacts and drafts the opener for you. That's the advisor engine, not another search box.
Every morning, Fundz delivers intelligence about your network. You share it. Trust compounds. Here's how:
PitchBook
~$30K/yr
Enterprise contract
Crunchbase Business
$199/mo
Annual plan
Fundz Pro
$79/mo
$59/mo annual, first year
Most of what enterprise platforms gate behind a five-figure contract — real-time funding, exec moves, M&A, SEC analysis — Fundz delivers self-serve, with the contacts and the outreach drafted.
The question isn't whether you can afford Fundz — 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. Daily Briefing briefs you every morning with what changed overnight.
Surface funding, M&A, and hiring signals across your clients’ markets — in one daily brief.
Add market context to every coaching session. Reference real events in your clients’ industries to deepen trust.
Catch the earliest hiring signals — funding and exec moves that precede the hiring wave.
SEC 8-K analysis, predictive intelligence, and 34,000+ investors with their 13F holdings — a fraction of PitchBook’s price.
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.
Timely, signal-based insights to share with your network in your voice. Included with Pro and Strategic.
Reads each contact’s role and every signal on their company, then drafts an email about what they’re dealing with now — from your own inbox, up to 3 touches, stops on reply.
One-click AI-powered strategic intelligence on any company. Combines Fundz signals with live web research.
Forecasts a company’s next likely move — funding, M&A, or an executive change.
AI pattern detection across SEC filings, plus 34,000+ investors, their 13F holdings, and 27,600 registered advisors.
Spot companies in transition early. Declining WorkVibz culture scores from multiple leading review platforms often precede leadership changes — the moment to reach out.
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.
Annual: $59/mo first year ($708)
Annual: $99/mo first year ($1,188)
Monthly plans, cancel anytime — or request a demo first.
You're using a platform with 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 direct sources across 11 real-time signal types.
The companies you'd want to advise are moving right now — raising, hiring, restructuring. Fundz makes sure you see it first, with the contacts and the outreach drafted.