FundzKnowledge Base
Getting around

Finding your way: the sidebar

In October 2026 the sidebar was regrouped so everything fits on one screen without scrolling. Here is what lives where.

How the sidebar works

The sidebar is grouped by what you are doing. When it is collapsed, it shows icons. Hover over a group, or click it, to see what is inside.

At the top: the data

Dashboard

Your starting page.

Events

Fundings, Executives, Acquisitions, Agreements, Products, Hiring Intel, Raised & Hiring, Layoffs (WARN), Office Expansions and more, with Trends at the bottom.

Companies

All companies and Inception.

SEC Intelligence and Investors

SEC Intelligence appears on plans and views that include it. Investors holds VC / PE / Angels, the RIA Directory, 13F Holdings and, on Strategic, Raise capital.

Your work

The middle of the sidebar is about your own market, network and pipeline.

My Market

Who you sell to. See My Market.

My Network

Who you know. See My Network.

My Accounts

All accounts, My targets, Watchlist, Saved Events, Client briefs if they are turned on for you, and Exports. See My Accounts.

Outreach

Engage, SmartSend, Get Referrals for early-access accounts, and Activity.

All tools, and the bottom of the sidebar

Your persona view may hide some pages to keep things simple. All tools shows everything, and every page is always reachable by its address.

At the bottom you will find Knowledge, this help center, and Refer a friend.

On a phone

The menu button opens the same groups.

Or just ask

You can also say or type where you want to go in Ask Fundz.

  1. 1
    Type or say open my network to go to My Network.
  2. 2
    Type or say show me PE deals where I know someone to go to the right view.
New to Fundz?

Start with the Quick Start Guide, then come back here when you want to find a specific page.

Last updated October 2026

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