FOR FRACTIONAL EXECUTIVES & ADVISORS

Know which companies just hit a turning point — before you pitch

You win business on relationships and timing. Fundz is the advisor engine that flags the companies in your world the moment they raise, lose a key exec, or acquire — with the verified contacts and the context to reach out with something worth saying. It sharpens who to call and when; the relationship is still yours to build.

An advisor engine, not a search engine

Crunchbase and ZoomInfo tell you a company exists. Fundz tells you it just raised, hired a new CRO, or is expanding — shows the verified contacts — and helps you draft the outreach from those signals.

Real-Time Signals

11 real-time signal types — funding rounds, exec hires & departures, M&A, and WorkVibz™ culture-score shifts — verified and delivered in real time.

Daily AI-Matched Intelligence

10 (Pro) to 25 (Strategic) companies scored to your focus area, in your inbox each morning — plus an AI Daily Briefing that researches your watchlist overnight.

Engage™ — share insights in your voice

Turn each day's signals into a timely insight you can share with your network — positioning you as the person who saw it first.

SmartSend

Email built from each contact's role and every real-time signal on their company — not a template blast. Sends from your own inbox, up to 3 touches you preview, and stops the moment they reply.

"You see a Series B company that just raised $15M. Fundz hands you the verified contacts and the context — so when you reach out, you're talking about their moment, not a cold pitch."

4 Signals That Matter Most

For fractional executives, these are the highest-intent moments to reach out.

1

New Funding

They have budget and need help scaling. Especially Series A-C. A fresh raise often means budget and pressure to scale — a natural moment to start a conversation.

2

Executive Departures

A CFO left? They need interim leadership NOW. Executive departures create an immediate, urgent gap that fractional executives are built to fill.

3

Acquisitions

Post-merger integration is chaos. They need experienced operators. M&A creates 6-12 months of intense work that maps perfectly to fractional engagements.

4

WorkVibz™ Score Drops

A company's WorkVibz™ score is sliding — often an early sign of leadership strain. It's context for a well-timed, relevant outreach.

How It Works

Fundz works like a research analyst who starts at midnight. By 7 AM, your leads are scored, your briefing is written, and your outreach is drafted. You just review and send.

1

Set Up Your Targeting (2 min)

Choose the industries, company sizes, and signals you care about. Fractional CMO targeting Series A-C SaaS? Done in two minutes.

2

Wake Up to Leads

10-25 AI-scored companies matched to your ICP, delivered at 9 AM. Each one is a company in transition that needs what you offer.

3

Reach Out Instantly

Use SmartSend to send a signal-grounded email from your own inbox, share the insight via Engage, or work from the AI talking points — your call.

4

Start the Right Conversation

One engagement can cover a year of Fundz many times over. Fundz gets you to the right company, at the right moment, with the right context — you bring the relationship.

"

"As an Executive Search Consultant that works specifically with Startups, it is invaluable."

Frank Blaydes

Executive Search Consultant

The Economics Are Simple

Typical Fractional Retainer

$5-15K

Per month

Fundz Pro

$79

Per month

One Engagement

Years

Covers Fundz for

Fundz gets you to the right company, at the right moment, with the context to start a real conversation.

A single engagement can cover years of Fundz. The edge isn't a guarantee — it's seeing the right moment early enough to act on it.

Simple Pricing. Serious ROI.

Tax-deductible business expense. One client pays for Fundz many times over.

MOST POPULAR

Pro

$79/mo

Everything you need to spot the right companies early

10 AI-matched leads daily
5 Deep Dive reports/day
Engage™ — share insights in your voice
SmartSend — signal-grounded email from your own inbox (3-touch, stops on reply)
AI Daily Briefing (overnight)
Talk to Fundz — voice & plain-language command layer
11 real-time signal types
CRM integrations
Start Pro

Strategic

$149/mo

For power users who want every edge

Everything in Pro, plus:
25 AI-matched leads daily
Unlimited Deep Dive reports
Engage™ — unlimited insight sharing
Predictive Intelligence
Real-time 8-K + interim alerts in Slack
WARN layoff filings + 13F holdings
Start Strategic

Every Fractional Exec Is Being Pitched AI Tools

But AI without proprietary data is just faster Googling. Fundz is built on 10 years of structured, real-time business signals — 11 signal types cross-correlated and scored against your focus, not a generic search index. That's the difference between a tool and an edge.

Anyone can spin up a ChatGPT agent. No one can replicate 10 years of structured, real-time business signals scored to your focus. That's the edge.

A company in your world just hit a turning point.
Will you know in time?

Fundz flags the moment, hands you the verified contacts, and gives you the context to reach out with something relevant. The relationship is yours to win.

Frequently asked

What is the best way for a fractional executive to find newly funded startups to pitch as clients?

Track funding rounds and executive gaps in real time and reach out in the weeks right after the raise, when the need for senior help is highest. Fundz surfaces newly funded companies scored to your discipline (fractional CMO, CFO, COO, CRO), gives you the founder and operator contacts to reach, and lets you send a signal-grounded note from your own inbox.

Why are newly funded companies good clients for fractional executives?

They have fresh budget, urgency to scale, and leadership-bench gaps they aren’t ready to fill full-time — an ideal fit for interim or fractional senior leadership. The opportunity window is widest in the first weeks after the raise.

How do independent advisors find clients in transition?

Companies in transition signal it: funding, executive departures, M&A and rapid hiring. Fundz monitors these signals in real time, scores them to an advisor’s focus, and provides the contacts and outreach to start the conversation early.