PitchBook and Capital IQ tell you a company exists. Fundz tells you it just had a leadership shakeup, filed an 8-K, posted WARN layoffs, or started expanding — surfaces the verified contacts, and drafts the outreach from those signals. Real-time, verified, and broad — at a fraction of legacy-terminal pricing.
From Manual Scanning to Real-Time Signal Intelligence
Always a step behind.
See acquisition, leadership, and distress signals as they're filed and announced — alongside the verified contacts to act on them.
Each layer adds depth to your deal sourcing and competitive intelligence.
The advisor who spots a distress or leadership signal early starts the conversation with something relevant to say. In dealmaking, being earlier and better-informed isn't an advantage — it's the advantage.
Material events — change of control, debt restructuring, covenant violations, executive departures — parsed and AI-tagged in real time as they're filed, and pushed to your Slack filtered to the roles you care about.
FundzWatch monitors tracked company websites — job-page changes, leadership-page edits, and other site changes (up to 250 sites) — so you catch the digital breadcrumbs around strategic intent.
A single signal is noise. But executive departure + debt filing + job page purge happening at the same company within 30 days? That's a distress pattern. Fundz connects these signals automatically.
New C-suite hires from PE backgrounds, sudden M&A advisory engagement disclosures, related-party transaction filings — the signals that a company is preparing for a transaction, spotted in real time.
Static databases reflect deals after they're done. Real-time signals show you the activity around a company while it's still in motion.
M&A advisors spend years building relationships. But staying top-of-mind with hundreds of contacts across your coverage universe? That's a full-time job on its own.
Engage turns every material event into a warm touchpoint. When a company in your network has a funding round, leadership change, or SEC filing, Engage cross-references your LinkedIn connections and drafts a personalized, context-aware note to your contact there — so you're reaching out with relevance, not a cold pitch. And when you want to reach a new contact, SmartSend writes the email from that person's role and every real-time signal on their company — from your own inbox, up to 3 touches you preview, stopping the moment they reply.
Company raises a round, files an 8-K, or loses a key exec? Engage identifies your connection there and queues a personalized note. The outreach feels organic because it is — it's grounded in a real event.
Engage surfaces contacts from your existing LinkedIn network — not purchased lists. These are people who already know you. The warm intro is already built in. You just need the right moment, and Fundz provides it.
Stop scheduling "just checking in" messages. Every Engage touchpoint is backed by a real event: "Saw the leadership transition at [Company] — would love to catch up about where things are headed." That's a reason to reach out.
The math is simple: An M&A advisor with a large coverage universe needs a steady stream of "stay warm" touchpoints just to maintain relationships. Engage makes that manageable — every message backed by a real event, not a template.
What changes when AI-powered deal intelligence replaces manual research.
The M&A world is going fractional. More advisors, bankers, and deal professionals are operating independently — without the analyst teams, Bloomberg terminals, or PitchBook seats that bulge-bracket firms take for granted.
That doesn't mean you should compete with less intelligence. It means you need smarter intelligence — the kind that works while you're in meetings, monitors your coverage universe 24/7, and surfaces only the signals that matter.
Fundz gives independent M&A professionals the signal detection, pattern analysis, and drafted outreach that used to require a team of analysts and a stack of expensive data subscriptions — for a small fraction of the cost.
$99/mo on annual (first year). A small fraction of what a Bloomberg seat, PitchBook license, or a junior analyst costs — with real-time signals. Competitor figures above are approximate market estimates.
Whether you source deals, evaluate targets, or manage portfolios.
Spot companies with distress signals or leadership transitions early enough to start the conversation, with something relevant to say.
Monitor acquisition targets and competitive landscape in real time. Know when a competitor makes a move before the press release.
Build a watchlist informed by real signals — founder departures, restructuring filings, declining sentiment — for earlier, better-informed outreach.
Track portfolio company health and bolt-on acquisition opportunities. Monitor sector activity and identify add-on targets before they go to market.
Real-time
M&A, exec, and 8-K alerts — instant for Fundz vs delayed on other platforms
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Real-time signal types — funding, M&A, leadership, hiring, layoffs, culture, and more
WARN
Layoff filings tracked across 13 states for early distress signals
34,000+
Investors for co-investor and LP intelligence
An AI agent can search for deals — but it doesn't know which companies had 8-K filings correlating with executive departures and declining culture scores 6 months ago. Fundz does, because we've been building that pattern database for years.
10 years of proprietary signal data across funding, M&A, leadership, hiring, and culture — temporal pattern matching no LLM can replicate from public data alone.
You guys provide terrific insights to help analyze market trends.
Mark Mains
Elevation Capital
One advisory fee can cover Fundz for years. Being late to a signal everyone else also missed costs you the conversation entirely.
PitchBook is your deal database. Fundz is your deal radar — it surfaces the patterns around companies in motion. Multi-signal correlations across SEC filings, executive moves, culture health, and funding activity that no static database surfaces.
Enterprise-grade deal intelligence without the enterprise price tag.
Every day, acquisitions close, executives resign, and SEC filings reveal distress signals. The professionals who see them first are the ones who reach out first, with something relevant to say.