FundzKnowledge Base
Dashboard Guide

Your Dashboard

Your Fundz dashboard answers one question: "What should I pay attention to today?" It combines AI-powered intelligence, personalized lead matching, and real-time market signals into a single unified view. Everything is on one page, no tabs to switch between, with content that adapts to your subscription tier.

Dashboard Layout (Top to Bottom)

Here is everything you see on your dashboard, in order. Each section is designed to give you progressively deeper intelligence as you scroll.

1
Event Stats Bar (Top Navigation)
Always visible as you scroll. Shows real-time 7-day counts for Fundings, Executive Moves, Acquisitions, Agreements, and Product Launches across 200,000+ companies. Click any stat to jump to that event category page.
All tiers
2
Greeting and Dashboard Guide
Personalized welcome message with a "How this dashboard works" link that opens a quick-reference popover explaining each section. Great for onboarding new team members.
All tiers
3
Two-Column Hero: Intelligence Brief + Daily Leads
The heart of your dashboard. Left column: your AI Daily Intelligence Brief with cross-signal analysis (Banking Sector Stress, Tracked Investor Activity, Executive Transitions, and cross-signal Connections). Right column: your personalized FundzWatch leads matched to your targeting profile. Both columns scroll independently and match in height. Click "Expand" on leads for a full-screen view.
Brief: Pro+ / Leads: All tiers
4
M&A Intelligence Brief
AI-generated M&A predictions with signal strength bars showing acquisition probability, funding likelihood, and executive hire signals for each company. Click "Read full brief" for a detailed modal with the full analysis. Share as branded PDF or copy a branded link to share with colleagues.
Pro+
5
Market Pulse Strip
Three expandable signal cards side by side: SEC Risk Signals (critical filings and deteriorating companies), Expansion Signals (companies showing multi-signal growth with clickable company links), and Market Patterns (anomaly detection against 90-day baselines, or event velocity breakdown when no patterns are detected). Click any card to expand details inline.
Headlines: All / Detail: Pro+ / Full: Strategic
6
Deep Intelligence (Tabbed Interface)
Three tabs replacing the old vertical scroll: Patterns and Signals (strategic anomaly detection with persona filtering for Fractional CFOs, Investors, M&A pros, and Consultants), SEC Filings (10-K/10-Q analysis with risk scoring, showing top 5 by default with "Show all" option), and Market Activity (event velocity trends, Hot Industries, and Product Trends). Non-Strategic users see an upgrade teaser explaining what they would unlock.
Strategic only
7
Market Snapshot
Three-column grid: Top Companies on the Move (ranked by 30-day signal velocity), Product Launches by Industry, and Agreements and Filings. Great for discovering companies you did not know about.
All tiers
8
Company Tracking + Hot Industries + Product Trends
Monitor specific companies for any activity (funding, hires, M&A, product launches, website changes). See which industries are trending and what products are launching across the market.
All tiers

What Each Tier Sees

Fundz uses progressive access so every user sees the value of higher-tier intelligence. Rather than hiding features, we show you exactly what is available so you can make an informed decision about upgrading.

Essentials (Legacy)$29/mo
  • Event stats bar with real-time 7-day counts
  • Daily FundzWatch leads matched to your ICP
  • Market Pulse headlines and signal counts (company detail blurred)
  • One sample expansion company visible, rest blurred with upgrade prompt
  • SEC filing count shown ("50 analyzed, 34 deteriorating") but not company names
  • Top Companies on the Move rankings
  • Company tracking (up to 10 companies)
  • M&A Brief teaser showing what the analysis covers
For individual sales reps who need daily leads
Pro$59/mo
  • Everything in Essentials, plus:
  • Full Daily Intelligence Brief (FundzIQ) with cross-signal Connections
  • M&A Brief with signal strength predictions and branded PDF export
  • Market Pulse with all company names and details visible
  • SEC Risk Signals: top 3 critical filings with executive summaries
  • Expansion Signals with company names, domains, and signal type pills
  • Deep Dive AI reports on any company
  • Deep Dive AI reports on any company
For power users, consultants, and sales leaders
Strategic$99/mo
  • Everything in Pro, plus:
  • Deep Intelligence: Patterns and Signals tab with persona filtering
  • Deep Intelligence: SEC Filings tab with full 10-K/10-Q risk analysis
  • Deep Intelligence: Market Activity tab with event velocity and trends
  • Anomaly detection comparing activity against 90-day baselines
  • Multi-signal combos (debt + CFO change = turnaround opportunity)
  • Unlimited Deep Dive reports
  • Institutional 13F holdings data ($66T+ tracked across 8,000+ managers)
For PE/VC firms, analysts, and strategic decision-makers

Daily Intelligence Brief

The left column of the hero area shows your personalized AI Intelligence Brief, updated every morning at 4 AM. This is the feature that transforms Fundz from a tool you search into an AI analyst that works for you overnight.

What the Brief Covers

Sector Stress Signals
SEC filing analysis detecting financial distress, liquidity concerns, and industry headwinds relevant to your watchlist.
Tracked Investor Activity
Deployment velocity from investors you follow. Includes deal totals, notable companies, and portfolio signals.
Executive Transitions
Leadership change patterns from SEC 8-K filings. Tracks month-over-month trends in departures and hires.
Cross-Signal Connections
The most unique section. Correlates signals across categories: "Banking distress coincides with fintech funding surge."
Availability: Pro and Strategic tiers. Essentials users see a teaser with the ability to upgrade.

Your Daily Companies

The right column of the hero area shows your personalized FundzWatch leads. These are companies that match your targeting profile and had a buying signal (funding round, leadership change, product launch, acquisition, new contract, or website update) in the past 24 hours.

Lead Features

  • FundzWatch Score -- AI-calculated relevance score (0-100) based on how well the company matches your ICP
  • Signal Badges -- colored pills showing which events triggered the match (Funding, Exec Hire, Product Launch, etc.)
  • Company Details -- location, employee count, industry, and stage
  • Status Tracking -- mark leads as New, Viewed, or Contacted to track your pipeline
  • Deep Dive -- one-click AI-generated strategic analysis of any lead company
  • Expand View -- click the Expand button for a full-screen overlay with all your leads, search, and filters
Availability: All tiers. Set up your targeting profile in Account Settings to start receiving matched leads.

M&A Intelligence Brief

Below the hero, the M&A Intelligence Brief shows AI-predicted corporate events with probability scores. Each company card shows signal strength bars for acquisition likelihood, funding probability, and executive hire signals.

Sharing and Export

  • Read Full Brief -- opens a modal with the complete AI analysis, company cards, and parsed sections
  • Share Link -- copies a branded message to your clipboard with company names and the Fundz URL
  • PDF Export -- generates a branded PDF with the Fundz logo, full brief content, company signal bars, and a footer with "Generated by Fundz Signal Intelligence Platform." The browser print dialog opens automatically so you can save as PDF.

Every shared PDF and copied link promotes Fundz to the recipient, making it easy to drive adoption within your organization.

Market Pulse Strip

Three expandable signal cards that give you a real-time pulse on market activity. Click any card to expand details inline without leaving the dashboard.

SEC Risk Signals
Critical 10-K/10-Q filings with HIGH risk badges, DETERIORATING trend indicators, and red flag counts. Company names link to filing detail pages in a new tab.
Expansion Signals
Companies showing multi-signal growth. Clickable company names open their Fundz profile. Colored signal type pills show Funding, Hiring, M&A, Contract, or Product activity.
Market Patterns
When patterns exist: severity badges and affected company counts. When no patterns: event velocity breakdown with mini bar charts for Fundings, Exec Hires, Launches, M&A, and Agreements.
Tier visibility: Essentials sees headlines and counts (detail blurred with upgrade prompt). Pro sees company names and details. Strategic sees everything including persona filtering.

Deep Intelligence (Strategic Tier)

Strategic users see a tabbed intelligence interface below the Market Pulse strip. This replaces the old vertical scroll with three focused tabs, cutting page length by 60% and letting you jump directly to what you care about.

Tab 1: Patterns and Signals
The full Strategic Intelligence Hub with persona-filtered alerts (Fractional CFO, Investor, M&A, Consultant). Severity-based sorting with Critical, High, and Medium badges. Pattern detection comparing activity against 90-day baselines.
Tab 2: SEC Filings
Summary stat cards (Total Filings, Deteriorating, Red Flags, High Risk) at top, then 10-K/10-Q filing cards with executive summaries and red flag analysis. Shows top 5 by default with "Show all" button. Red badge on tab when critical filings exist.
Tab 3: Market Activity
Event velocity bars for Funding, Exec Hires, Launches, Agreements, and M&A with click-through links. Shows trends and velocity changes over time.
Strategic only ($99/mo). Non-Strategic users see an upgrade teaser explaining what they would unlock: anomaly detection, SEC filing analysis, multi-signal pattern recognition, and persona-filtered insights.

Market Snapshot

A three-column grid showing market context at a glance. Available to all tiers.

Top Companies on the Move
Companies ranked by 30-day signal velocity. Shows rank, company name, location, event type icons, and a composite signal score. Great for discovering prospects.
Product Launches
Recent product launches broken down by industry. See what companies are launching and in which sectors activity is highest.
Agreements and Filings
Recent contracts, partnerships, and regulatory filings. Useful for tracking business development activity across the market.

Company Tracking

Monitor specific companies for any activity. Add companies by name or domain and get alerts whenever they raise funding, hire executives, launch products, make acquisitions, or change their website.

How to Use

  1. Scroll to "Companies You're Tracking" on the dashboard
  2. Type a company name or domain (e.g., "stripe.com") in the search box
  3. Click the company to add it to your watchlist
  4. You will receive alerts via the dashboard and email whenever that company has activity

Event Stats Bar (Top Navigation)

The dark top bar is always visible as you scroll. It shows five event stat pills with real-time 7-day counts:

Fundings
New funding rounds
Exec Moves
Leadership changes
Acquisitions
M&A activity
Agreements
Contracts and partnerships
Products
Product launches

The bar also includes notification bell, last updated timestamp, refresh button, and account settings. Clicking any stat navigates to that event category's dedicated page.

Tips and FAQ

Why are some sections blurred or locked?
Fundz uses progressive access. Higher tiers unlock more intelligence. Blurred content shows you exactly what you would get by upgrading, so you can make an informed decision.
When does the Daily Intelligence Brief update?
Every morning at 4 AM EST. It synthesizes overnight signals from your watchlist, tracked investors, SEC filings, and market patterns.
How do I get better daily leads?
The more specific your targeting profile, the better your leads. Go to Account Settings and refine your industries, company sizes, buying signals, and business description.
Can I share reports with my team?
Yes. The M&A Brief has Share Link (copies branded message) and PDF (generates branded PDF with Fundz logo). Deep Dive reports can also be shared.
What does "Expand" do on the leads column?
It opens a full-screen overlay with your complete leads inbox, including search, filters, and all company details. The rest of the dashboard stays in place.
How do I track a specific company?
Scroll to "Companies You're Tracking" and search by name or domain. You will get dashboard and email alerts for any activity.
What is the Market Pulse strip?
Three expandable cards showing SEC risk signals, expansion signals, and market patterns. Click any card to see details. Higher tiers see more company-level detail.

Ready to explore your dashboard?

Bookmark it as your morning start page. Fresh intelligence is waiting for you every day.

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