Quick Start Guide

AI made execution free. Knowing first is the whole game now.

Fundz tells you which companies just raised money, hired a new leader, got acquired, won a contract or started hiring, picks the ones that fit your work, and helps you reach the right person first. This guide gets you from sign-up to your first conversation.

1. Tell Fundz who you are looking for

The first time you open your dashboard, a two-minute setup asks:

1. What you want Fundz to find: customers to sell to, investors to raise from, or both. (Investor matching is part of the full packages, not Pro.)
2. What your company sells. A sentence or two is enough.
3. Where you can sell. Be specific. Pick the states or cities you can actually serve rather than a whole country.
4. Your ideal customer. Describe it in plain words, or pick industries and company sizes.
5. Companies you already care about. Fundz suggests companies that fit and raised recently. Remove any you do not want, type in your own, or drop in a CSV or Excel file of up to 100 names or websites.
6. How you want companies delivered. Fresh Companies Daily shows new companies each morning. Persistent Opportunities keeps showing the strongest matches for up to 30 days.
7. Your morning email. Turn on the daily email (sent at 7:30 AM ET) and choose a detailed or summary version.
8. Engage. Upload your LinkedIn connections now or later, so Fundz can show you who in your own network can introduce you.

2. Start each morning with your list

• Daily Leads. The newest companies scored against your targeting, each with the reason it matters now, in your inbox and in the app. How Daily Leads works
• Daily Briefing. A short, plain-words summary of what happened at the companies you care about, with a suggested next step. Daily Briefing
• Your dashboard. Arranged for the role you chose at sign-up. The plays for the week are counted inside your own saved filters, and every company or investor name opens its page. Dashboard
• Today. One list of who to contact, who replied and what to do next. How Today works

3. Watch the companies you work

Click Add to targets on any company and Fundz follows it for you: new funding, new leaders, acquisitions, contracts, hiring and more. Everything you follow lives in My targets, where you can keep stage, value and next step, import a list, and sync with HubSpot. My targets

Fundz also looks ahead. Predictive Intelligence flags the companies in your saved filters most likely to raise or be acquired next, so you can start the conversation before the news.

4. Reach the right person

1. Open a company page. It shows the decision makers with contact details, and which of your LinkedIn connections can introduce you. Company profiles
2. Connect your inbox once: Account, Integrations & Alerts, Integrations, then Sending email. Gmail and Outlook both work.
3. Click SmartSend on a contact. Fundz drafts an email that references what just happened at the company. Edit it if you like, and it sends from your own address with follow-ups scheduled. On Outlook, a reply stops the follow-ups automatically. On Gmail, each follow-up waits for your OK on Today. SmartSend

5. Just ask

Type or say what you want, like "Series A fintech companies in Texas that are hiring", and Fundz builds the list for you. Talk to Fundz

6. Bring Fundz into the tools you already use

• Slack for alerts and daily Engage cards in a channel
• HubSpot and Salesforce to push companies and contacts into your CRM
• Fundz in Claude to ask about your leads and companies inside Claude
• All integrations, including the Chrome extension, LinkedIn messages through HeyReach and the API

7. Use the playbook for your role

Each playbook shows the events that matter most for your job and exactly what to do when one fires: sales, recruiters, advisors and consultants, investors and founders. See all playbooks