Knowledge BaseFundz Quick Start Guide
Master Fundz in 10 minutes. Set up your AI targeting profile, start your daily FundzIQ™ intelligence briefing, receive qualified leads, track companies, leverage Engage™ warm outreach, and unlock WorkVibz™ culture intelligence.
1. Your Dashboard — Everything in One Place
Your Fundz dashboard is designed to answer one question: "What should I pay attention to today?"It combines AI-powered intelligence, personalized lead matching, and market signals into a single view. Here is what you will see from top to bottom, and how to get the most from each section.
Dashboard Layout (Top to Bottom):
What You See at Each Tier:
- Event stats bar with real-time 7-day counts
- Daily FundzWatch leads matched to your ICP
- Market Pulse headlines and signal counts (detail blurred)
- One sample expansion company visible, rest blurred
- SEC filing count shown ("50 analyzed, 34 deteriorating") but not company names
- Top Companies on the Move rankings
- Company tracking (up to 25 companies)
- M&A Brief teaser showing what you are missing
- Everything in Essentials, plus:
- Full Daily Intelligence Brief (FundzIQ) with cross-signal analysis
- M&A Brief with signal strength predictions and branded PDF sharing
- Market Pulse with company names and details visible
- SEC Risk Signals: top 3 critical filings with summaries
- Expansion Signals with company names and signal types
- Deep Dive AI reports on any company
- Deep Dive AI reports on any company
- Everything in Pro, plus:
- Deep Intelligence tabs: Patterns and Signals, SEC Filings, Market Activity
- Full SEC 10-K/10-Q filing analysis with risk scoring
- Persona-filtered insights (Fractional CFO, Investor, M&A, Consultant)
- Anomaly detection comparing activity against 90-day baselines
- Multi-signal pattern recognition (debt + CFO change = turnaround signal)
- Unlimited Deep Dive reports
- Institutional 13F holdings data ($66T+ tracked)
How Progressive Access Works:
Fundz is designed so every user sees the value of higher-tier intelligence, even before upgrading. This is not about hiding features -- it is about showing you exactly what is available so you can make an informed decision.
- "Banking Sector Stress Signals: Multiple High-Severity Filings" (headline visible)
- "50 filings analyzed, 34 deteriorating" (count visible, company list blurred)
- One sample expansion company shown, rest blurred with upgrade prompt
- M&A Brief card with "Unlock" button showing what the analysis covers
- Full Daily Intelligence Brief with cross-signal Connections section
- Company names in all Market Pulse cards
- Top 3 SEC critical filings with executive summaries
- M&A Brief with probability bars and branded PDF export
- Full 50-filing SEC 10-K/10-Q deep dive with risk scoring
- Persona filtering (see only signals relevant to your role)
- Pattern detection: "CFO departures up 300% in fintech this month"
- Multi-signal combos: debt financing + exec change = turnaround opportunity
Quick Actions to Try Right Now:
The left column of the hero area. It synthesizes overnight signals from your watchlist, tracked investors, and market patterns into actionable insights.
The right column. These are companies matched to your ICP that had a buying signal (funding, leadership change, product launch, etc.) Click "Expand" for the full view.
Click any of the three signal cards (SEC Risk, Expansion, Patterns) to see company details. On higher tiers, you will see company names and risk levels.
Click "Read full brief" to see AI-predicted M&A, funding, and hiring events with probability scores. Share as branded PDF with your team.
Scroll down to "Companies You're Tracking" and add any company by name or domain. You will get alerts whenever they raise funding, hire executives, launch products, or make acquisitions.
In the Market Snapshot section, see which companies have the most signal velocity over the past 30 days. Great for discovering prospects you did not know about.
That is premium intelligence available on a higher tier. Rather than hiding what Fundz can do, we show you exactly what you are missing so you can decide if it is worth upgrading. The Market Pulse cards, Deep Intelligence tabs, and M&A predictions are the features that differentiate Fundz from every other platform in the market. When you are ready to unlock them, click any upgrade prompt or visit your account settings.
2. Set Up Your FundzWatch™ Lead Targeting Profile
This is the foundation of your Fundz experience. The more specific you are, the better your daily leads will be. Navigate to Account → FundzWatch™ Lead Targeting Preferences to configure.
What to Configure:
- Your company name & description — Help FundzWatch™ understand what you sell
- Value proposition — e.g., "shorter sales cycles, more qualified leads"
- Target industries — Select all relevant sectors (use "Select All" then remove unwanted)
- Target locations — States, regions, or countries you serve
- Company size range — Employee count sweet spot (e.g., 50-500)
- Typical deal size — Helps prioritize companies in your range
- Event types — Funding, executive hires, acquisitions, product launches, etc.
3. FundzIQ™ Daily Briefing — Make This Part of Your Morning
This is the feature that transforms Fundz from a tool you search into an AI analyst that works for you overnight. Every morning at 4 AM, FundzIQ autonomously gathers intelligence across all your tracked data — your watchlist companies, saved filters, favorited events, notes, tracked investors, and live market signals — then synthesizes a personalized intelligence briefing waiting for you when you log in. No other platform of our kind combines this breadth of real-time signals with true agentic AI, all in one place.
Why This Is True Agentic AI — Not a Chatbot
Most "AI-powered" tools wait for you to type a question. FundzIQ is fundamentally different — it works autonomously while you sleep, gathering data across multiple systems, detecting cross-signal patterns, and delivering insights you didn't know to ask for. This is the difference between a search bar and an intelligence analyst on your team.
- Wait for you to ask questions
- Search one data source at a time
- Same generic results for every user
- No memory of what matters to YOU
- Reactive — you do the work
- Works autonomously at 4 AM every day
- Cross-references 8+ signal types simultaneously
- Personalized to YOUR watchlist, filters & notes
- Remembers what you track and surfaces changes
- Proactive — the briefing is waiting for you
What Your Morning Briefing Includes:
Overnight activity on companies you track — funding rounds, executive hires, M&A, product launches, and website changes detected by FundzWatch™.
New events matching your saved search filters. "5 new matches for your Series B Fintech filter" — surfaced automatically, no manual searching.
Updates on events you've starred or saved. If you favorited a company's Series A, FundzIQ tracks subsequent activity and connections.
Your notes on companies and events inform the briefing. Wrote "potential partner" on a company? FundzIQ highlights their new activity with that context.
Connections humans miss: "Company you track just hired a VP Sales AND their competitor raised Series B — potential defensive expansion."
Your highest-scoring daily leads with personalized outreach angles, tied to your ICP profile and recent market activity.
Make Your Briefing Smarter — Every Input Matters
FundzIQ gets smarter based on what you give it. Think of it like training your analyst — the more context you provide, the more relevant and actionable your morning briefing becomes. Here's exactly what feeds into your briefing and how to optimize each:
Signals That Feed Your Briefing:
All 8 signal types are cross-referenced against your personal data to create a single, unified intelligence briefing. No other platform combines this breadth of real-time signals with personalized agentic AI.
3. Daily AI Leads
Wake up to qualified leads NO ONE else has. Our algorithm runs every morning, analyzing 30-60 days of events, weighting multiple signals, and mapping them to YOUR exact ICP. Available on Pro and Strategic plans.
What Each Lead Includes:
- Intent Score (0-100) — AI-calculated buying likelihood
- Company profile — Size, industry, location, description
- Trigger events — What happened (funding, hire, acquisition, etc.)
- Key insights — Why this company is a good fit for YOU
- Outreach recommendations — When and how to reach out
- Contact information — Key decision makers when available
Leads are delivered to your dashboard and email every morning at 9:00 AM EST. Configure your delivery preferences in Account Settings.
5. Track Companies & Competitors
Get instant alerts when your tracked companies raise funding, make hires, announce products, or change their website. Perfect for monitoring customers, prospects, and competitors.
How to Track:
- Search for any company in the Fundz search bar
- Click the "Track" button on the company profile
- Receive alerts via email and dashboard when events occur
- View all tracked companies in your Watchlist
Strategic customers can track up to 500 website domains for pricing page changes, new job postings, and strategic modifications. Get alerted within hours, not days.
6. Email Alerts & Integrations
Stay informed without living in the app. Configure your notification preferences in Account Settings.
Alert Types:
- Daily AI Leads Email — Your personalized leads delivered at 9 AM EST
- Tracked Company Alerts — Instant notification when tracked companies have events
- Website Change Alerts — Pricing/careers page changes (Strategic only)
- Weekly Digest — Summary of all activity across your watchlist
Integrations:
See Fundz data while browsing LinkedIn and company websites.
Push intelligence to Salesforce (Pro+).
Export up to 1,000 rows per query (Pro+).
7. Strategic Intelligence Hub
Transform raw SEC 8-K filings into persona-filtered, actionable intelligence. Go beyond "100 filings happened" to insights like "12 CFO departures in crypto this month—regulatory pressure or distress signal?"
Intelligence by Persona:
- Debt restructuring
- Covenant violations
- Audit concerns
- Financial restatements
- Distressed assets
- Portfolio risk signals
- M&A opportunities
- Delisting notices
- Deal pipeline signals
- Target identification
- Restructuring plays
- Change in control
- Executive transitions
- Turnaround engagements
- Strategic pivots
- Leadership changes
Key Capabilities:
Item-number based analysis (not keyword matching). Item 1.03 = Bankruptcy, Item 2.04 = Restructuring, Item 5.02 = Executive Changes, and more.
Critical, High, and Medium alerts with persona tags so you focus on what matters most to your role.
Compare recent activity against 90-day baselines. Surface anomalies like "CFO changes up 300% in fintech this month."
Automatically flag multi-signal events: Debt financing + CFO change = turnaround opportunity. Bankruptcy + executive departure = distress signal.
SEC 8-K Quick Reference:
Bloomberg shows "100 filings happened." Fundz shows "12 CFO departures in crypto this month—regulatory pressure or distress signal?" and "5 companies with debt + legal proceedings in same filing = stress pattern."
8. FundzIQ™ Predictive Intelligence
Fundz does not just show you what happened -- it predicts what will happen next. Our machine learning system, built on 10+ years of proprietary event data across 200,000+ companies, forecasts future corporate events before they are announced. You will see Predictive Intelligence panels on company profile pages and individual event pages when sufficient signal data exists.
The system uses a two-stage XGBoost classification architecture with SHAP-based explainability, trained on Fundz's proprietary dataset. Backtested results demonstrate 82% accuracy on binary event detection (will any event occur) and 65% accuracy on specific event type classification using rigorous time-based validation splits. This is not a black box -- every prediction shows the key factors driving it.
Research developed by Duy Nguyen Dinh. Foundational material for academic research exploring the thesis that observable behavioral signals can predict major corporate events in private markets with statistically significant accuracy.
Four Event Types Predicted:
Where You See Predictions:
Visit any company page (e.g., /companies/gopro) and the right sidebar shows the FundzIQ Predictive Intelligence panel with the next predicted event, expected timing window, probability distribution across all four event types, key factors driving the prediction (with directional arrows), and an AI Analyst Note synthesizing the signals into a strategic narrative.
Click into any specific event (e.g., a funding round detail page) and the same predictive panel appears with updated probabilities factoring in that event. The expected window may shift and probabilities recalculate based on the latest signal.
How to Read a Prediction:
Most intelligence platforms tell you what already happened. Fundz tells you what is likely to happen next -- and why. An acquisition prediction with a 2-week to 7-month window gives you time to position: reach out before the deal closes, adjust your portfolio, or prepare a competing bid. The 82% backtested accuracy means these are not guesses -- they are statistically validated predictions built on real patterns in 10+ years of corporate event data.
9. Institutional Intelligence & Investor Database
Access institutional-grade intelligence that competitors charge $20-50K/year for. Track $66+ trillion in institutional holdings, browse 32,000+ classified investors, and analyze SEC 10-K/10-Q filings with AI.
Institutional Intelligence at a Glance
Investor Database — 32,000+ Classified Investors
Browse and search our comprehensive database of investors, classified by type. Each profile includes deal history, co-investor networks, industry breakdowns, and capital deployed.
Each investor profile includes:
- Deal History — Full investment timeline with funding rounds, amounts, and dates
- Co-Investor Networks — See who invests alongside them (e.g., "General Catalyst: 27 shared deals")
- Industry Breakdown — Visual charts showing sector focus (Software: $885M, AI: $625M, etc.)
- Activity Stats — Total deals, capital deployed, last investment date
13F Holdings Explorer — Institutional Money Flows
Explore SEC 13F filings to see exactly what hedge funds, pension funds, and asset managers are buying and selling. Track $66.5 trillion across 8,024 institutional managers.
See which institutions hold any security. Example: NVIDIA has 8,455 institutional holders with $2.8T in total positions.
Explore individual RIA portfolios. See Citadel's $152B holdings, Vanguard's $7.9T, or any of 8,024 registered managers.
Track quarter-over-quarter changes: new buys, additions, reductions, and complete exits. See when smart money is moving.
See when multiple institutions are building or reducing positions simultaneously — a powerful signal for market direction.
Compare RIA Holdings — Side-by-Side Portfolio Analysis
Compare up to 5 institutional portfolios simultaneously. See common holdings, position sizes, and allocation differences between the world's largest fund managers.
View 2,789 common holdings across these three managers →
AI-Powered 10-K/10-Q Analysis
Go beyond raw SEC filings. Our AI analyzes annual (10-K) and quarterly (10-Q) reports to extract actionable insights, risk assessments, and differential analysis comparing current vs. prior filings.
Instant summaries of key takeaways from financial filings. Risk levels (Low/Medium/High) and trend analysis (Improving/Stable/Deteriorating).
Automatic detection of concerning disclosures: declining revenue, audit issues, covenant violations, going concern warnings.
Compare current filings to prior periods. Surface what changed in risk factors, management discussion, and financial metrics.
Key insights and recommendations: "Good time to engage" or "Potential distress—investigate before deep engagement."
Distress Signal Detection
Real-time alerts for companies showing distress signals from SEC filings. Perfect for restructuring advisors, distressed investors, and M&A professionals looking for opportunities.
Who Benefits Most:
- Portfolio monitoring
- Deal sourcing
- Competitive intelligence
- Co-investor research
- Manager due diligence
- Holdings research
- Co-investment opportunities
- Risk monitoring
- Target identification
- Distress signal detection
- Buyer research
- Market analysis
- Client research
- Market intelligence
- Competitor analysis
- Investment trends
Competitors like PitchBook and Bloomberg charge $20,000-50,000/year for similar institutional data. Fundz Strategic gives you this intelligence for a fraction of the cost, combined with our real-time funding and executive signals for truly comprehensive market intelligence.
10. Engage™ — Warm LinkedIn Outreach
Engage is the outreach engine that turns your LinkedIn network into a warm pipeline. It cross-references your 1st-degree connections against the full Fundz intelligence universe — funding rounds, executive moves, SEC 8-K / 10-K / 10-Q filings, peer capital flows, and WorkVibz culture shifts — and delivers Slack cards every morning with the people you know who just became worth reaching out to, plus the exact message to send. The proprietary edge: every DM cites one non-obvious Fundz data point(a $100M peer raise, an SEC risk flag, a new CTO appointment) — so you sound like the most informed person in the conversation, not another SDR.
- Go to app.fundz.net/engage — the first-run tour walks you through the dashboard automatically.
- Connect Slack (~30s) — pick a private channel like
#engage-leads. - Describe your ICP (~1 min) — plain English: who you sell to, what they care about.
- Upload your LinkedIn connections CSV (~1 min) — Settings & Privacy → Data Privacy → Get a copy of your data → Connections only.
- Paste 3–5 voice samples (~2 min) — real DMs that got replies. This is what makes generated DMs sound like you.
Why Engage Is Different
Only surfaces your 1st-degree LinkedIn connections. Every outreach is peer-to-peer with someone who already knows your name.
Each card carries a Sector Context block — SEC filings, peer capital, MoM trend deltas, and exec hires in that lead's industry, synthesized fresh every day.
Named company raises, SEC 10-Q red flags, specific C-suite appointments. No generic "saw your post" filler — AI refuses to ship a DM with no Fundz edge.
A second AI layer surfaces non-obvious patterns linking the lead's post to multiple sector signals — the kind of observation a domain expert would nod at.
DMs match your actual writing style. Provide 2-3 sample messages and the generator mirrors your cadence, openers, and sign-off.
React to a card in Slack with ✅ 💬 📅 or ❌ and the lead's status in Engage updates in real time. No CRM fields to maintain.
How to Set Up (≈5 minutes)
Anatomy of an Engage Slack Card
Every weekday morning at 7 AM ET, Engage posts one Slack message per qualified lead. Here's what each card carries and how to use it:
Your 10-Minute Morning Routine
- Open your Engage Slack channel — 5-15 fresh cards are waiting.
- Skim headers. For each card you want to work, click "Open in LinkedIn" and like the post.
- Copy the Step 2 comment (if present) and paste it into the post thread ~30 minutes later.
- A few hours after that, copy the Step 3 DM and send it via LinkedIn message.
- React to the card with ✅ once you send the DM — the Engage pipeline tracks it automatically.
- When they reply, glance at the threaded Reply Playbook and pick the matching branch.
- Upload ALL your connections, not just targets. Engage finds warm paths you’d never think of — old coworkers who just took a CRO role, classmates whose company just raised, etc.
- Voice samples are the highest-leverage input. Paste messages that are recognizably you: your openers, your sign-offs, your rhythm. Generic samples produce generic DMs.
- Like before you comment or DM. The Like → Comment → DM cadence with ~30 min and ~2-4 hr spacing is the proven warm-outreach pattern. Skipping the Like is a common mistake.
- Trust the "monitor only" demotions. If a card shows up without a DM, it means no sector fact passed Engage’s fit-check. Silent miss beats stapled-on fact every time.
- Tune your ICP anytime. The more you refine the ICP description, the sharper the next day’s batch gets.
What's New
- First-run guided tour — visit app.fundz.net/engage and a 4-step walkthrough explains the dashboard automatically. Skippable, runs once per user.
- Help / FAQ — new /engage/help page covers the 12 most-asked questions. Reachable from the "Help" button top-right of every Engage screen.
- Inline tooltips on every domain term — hover the ⓘ next to Quick Hits, Prospects, Target Monitors, Bench, ICP Watchlist, etc. to get a plain-English explanation.
- Instant "+ Prospect" feedback — buttons flip to
✓ Addedthe moment you click. No more waiting on the network. - Self-serve Slack reconnect — Settings → Slack → "Change" lets you switch workspace or channel without emailing support.
- 7 AM ET delivery — Slack cards now land at 7 AM ET (was advertised as 10 AM, was actually 6:30; aligned to one number).
Resources
12. WorkVibz™ — Culture Intelligence
WorkVibz is Fundz's proprietary culture intelligence engine — the 8th signal type. It aggregates employee satisfaction data from multiple leading employer review platforms, scores it with AI, and tracks trends over time.
Every other signal tells you what happened externally. WorkVibz tells you what's happening INTERNALLY — and that predicts what's coming next. Declining culture scores predict executive departures, restructuring, and acquisition vulnerability 3-6 months before they become public.
Where You'll See WorkVibz
WorkVibz Culture Scores widget with leaderboard and movers toggle — see who is rising and falling.
Culture Score card with gauge, trend sparkline, and AI summary explaining what is driving the score.
Significant score changes surfaced as high-priority insights in your morning FundzIQ briefing.
Declining sentiment boosts buyer intent scores — companies in transition rise to the top of your leads.
Employee Sentiment section with full AI analysis of culture trends, strengths, and concerns.
Culture shifts can trigger warm outreach — reach companies at the perfect moment of transition.
How to Read WorkVibz Scores
- Add companies to your watchlist to get WorkVibz alerts when their scores change
- A declining score + executive departure = distress pattern — perfect timing for consultants and advisors
- Use Deep Dive on any company to see the full WorkVibz analysis alongside all other signals
WorkVibz Culture Intelligence is included with Pro ($79/mo) and Strategic ($149/mo) plans. Strategic includes advanced predictive analysis and deeper trend data.
Plan Comparison
| Feature | Essentials Legacy — existing customers | Pro $79/mo | Strategic $149/mo |
|---|---|---|---|
| Daily AI-Matched Accounts | Up to 10 | Up to 15 | Up to 25 |
| Events per Feed | Unlimited | Unlimited | Unlimited |
| Daily Alerts | ✓ Full | ✓ Full | ✓ Full |
| FundzIQ™ Daily BriefingAGENTIC | Basic | Full Synthesis | Full + SEC + Investors |
| Company Tracking | Up to 25 | Up to 100 | Up to 500 |
| Intelligence Reports | SignalBrief™ 1/day | Deep Dive™ 5/day | Unlimited Deep Dive™ |
| Investor Tracking | Preview only | Up to 30 | Unlimited |
| Seats | 1 | Per seat | 2 included |
| Guided Setup Session | — | — | ✓ |
| SEC 8-K Intelligence | — | — | ✓ |
| CSV Exports | — | ✓ | ✓ |
| CRM Integration | — | ✓ | ✓ |
| Website Monitoring | — | — | ✓ |
| Market Intelligence | — | — | ✓ |
| Strategic Intelligence Hub | — | — | ✓ Included |
| Institutional IntelligenceNEW | — | — | ✓ Included |
| Investor Database (32K+)NEW | — | — | ✓ Included |
| 13F Holdings ($66T+)NEW | — | — | ✓ Included |
| Compare RIA PortfoliosNEW | — | — | ✓ Included |
| 10-K/10-Q AI AnalysisNEW | — | — | ✓ Included |
| Engage™ Warm OutreachNEW | — | ✓ Included | ✓ Included |
| WorkVibz™ Culture IntelNEW | — | Scores + Trends | Advanced + Predictive |
| API Access | — | — | ✓ |
Monthly prices shown. Choose annual to lock in introductory rates for the first year ($59/mo Pro, $99/mo Strategic). Essentials is a legacy plan no longer offered to new customers.
Tips for Success
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