Knowledge BaseFundz Quick Start Guide
Master Fundz in 10 minutes. Set up your AI targeting profile, receive daily qualified leads, track companies, and unlock market intelligence that gives you a 3-6 week advantage.
1. Set Up Your AI 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 → AI Event Targeting Preferences to configure.
What to Configure:
- Your company name & description — Help AI 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.
2. FundzWatch™ 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.
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.
3. Company Tracking (FundzWatch™)
Add your target accounts, competitors, or portfolio companies to your watchlist. Get instant alerts when anything happens—funding rounds, executive hires, acquisitions, product launches, and more.
Tracking Limits by Plan:
Two Ways to Add Companies:
Browse 13,000+ companies with recent business events. Click "Watch" to add any company to your tracking list instantly.
Have a list of target accounts? Upload a CSV with company domains (one per row). We'll validate and start monitoring within minutes.
Strategic Tier: Website Change Detection
Strategic tier adds website change detection — daily monitoring of:
- Pricing page changes — Catch price increases/decreases 3-6 weeks early
- Careers/hiring velocity — Job postings, executive roles, team expansion
- Leadership pages — Executive changes before announcements
- Product pages — New features, launches, strategic initiatives
Each detected change includes AI-generated insights and outreach recommendations.
4. FundzGPT™ — AI-Powered Intelligence
Query your Fundz data using natural language. Ask questions, get company insights, and receive strategic recommendations through conversation.
Access FundzGPT:
- In Fundz: Click the FundzGPT widget in your dashboard
- In ChatGPT: Mention @Fundz and ask your questions
Example Queries:
5. Dashboard Views: Sales vs. Analyst
Fundz offers two dashboard views optimized for different workflows. Toggle between them using the Sales / Analyst switch in your dashboard header.
Optimized for prospecting and outreach:
- Daily Leads Inbox (prominent)
- Company tracking alerts
- AI-generated outreach emails
- Event feeds
Optimized for market intelligence (Strategic tier):
- Market Intelligence Dashboard
- Strategic anomaly detection
- SEC 8-K filing analysis
- Portfolio risk monitoring
Strategic Tier: Market Intelligence
Strategic tier unlocks the Market Intelligence Dashboard with:
- Strategic Anomalies — Unusual market patterns vs. historical baselines
- Expansion Signals — Companies with 3+ concurrent activities
- Regulatory Intelligence — SEC 8-K filing analysis (3+ weeks before competitors)
- Portfolio Risk Monitoring — Early warning indicators
6. Email Alerts & AI-Generated Outreach
Get notified when things happen and leverage AI to craft personalized outreach.
Daily Email Digest
One unified email every morning at 9:00 AM EST containing:
- Your AI-matched leads with scores and insights
- Updates on companies you're tracking
- Website changes detected (Strategic tier)
- Quick action links to respond immediately
AI-Generated Emails
7. Integrations & Exports
View Fundz intelligence on any company website.
Sync leads and events to your CRM (Pro+).
Push intelligence to Salesforce (Pro+).
Export up to 1,000 rows per query (Pro+).
Plan Comparison
| Feature | Starter $19/mo | Pro $49/mo | Strategic $149/mo |
|---|---|---|---|
| Daily AI Leads | 10 | 25/user | 50+ |
| Company Tracking | 50 | 150 | 500 |
| AI Emails | 15/mo | Unlimited | Unlimited |
| CRM Integrations | — | ✓ | ✓ |
| CSV Exports | — | 1K rows | 1K rows |
| Website Change Detection | — | — | ✓ |
| Market Intelligence | — | — | ✓ |
| FundzGPT Advanced + API | — | — | ✓ |
Tips for Success
Ready to Get Started?
Join thousands of sales teams using Fundz to find and close deals faster.