Fundz tracks every acquisition, SEC filing, executive transition, and strategic partnership in real time. Combined with predictive intelligence and pattern detection, you identify targets and opportunities weeks before traditional deal sourcing.
From Reactive to Predictive Deal Sourcing
Always a step behind.
See acquisition activity the day it happens, not when it hits PitchBook weeks later.
Each layer adds depth to your deal sourcing and competitive intelligence.
The advisor who reaches a distressed company first wins the mandate. The banker who spots a strategic fit before the auction process begins sets the terms. In dealmaking, timing isn't an advantage — it's the advantage.
Material events — change of control, debt restructuring, covenant violations, executive departures — parsed and tagged by AI within minutes of SEC publication. Not days. Not "next morning." Minutes.
Website job purges, leadership page changes, domain registration shifts — Fundz detects the digital breadcrumbs that signal strategic intent before any press release, conference call, or PitchBook update.
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.
"By the time a deal shows up in PitchBook or Capital IQ, the mandate is already awarded. The window isn't weeks — it's days. The professionals who see signals first are the ones in the room when the deal gets done."
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.
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 intelligence: "Saw the leadership transition at [Company] — would love to catch up about where things are headed." That's how mandates start.
The math is simple: An M&A advisor with 500 contacts and a 6-month deal cycle needs 80+ "stay warm" touchpoints per month just to maintain coverage. Engage handles that automatically — and every message is backed by real intelligence, 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 automated outreach that used to require a team of three analysts and $50K/year in data subscriptions — for less than the cost of one client dinner.
That's less than 0.1% of what legacy tools cost — with faster signals.
Whether you source deals, evaluate targets, or manage portfolios.
Source sell-side mandates by identifying companies with distress signals or leadership transitions. Be the first call when a founder is ready to exit.
Monitor acquisition targets and competitive landscape in real time. Know when a competitor makes a move before the press release.
Find companies likely to sell based on founder departures, declining filings, and restructuring signals. Build your pipeline with data, not cold calls.
Track portfolio company health and bolt-on acquisition opportunities. Monitor sector activity and identify add-on targets before they go to market.
600+
Acquisitions tracked per week
Hours
SEC filings analyzed within hours vs days on other platforms
200K+
Companies backtested over 10 years for predictive models
32K+
Investor database 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 since 2015.
10 years of structured M&A signals. 8 correlated event types. 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 from a deal you sourced first covers Fundz for decades. The cost of being second to a deal? Infinite.
PitchBook is your deal database. Fundz is your deal radar — it detects the patterns that predict deals before mandates are awarded. 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 win the mandate.