Dashboard

Start here

When you log in, Fundz greets you by name and puts one thing in front of you first: a recommended lead to start your day on. It is the highest-signal account matched to your profile that you have not worked yet, with the reason to reach out already attached. If you do nothing else, open that company and act on it.

Everything below it is arranged so the most actionable intelligence sits up top and broader market context sits lower. You do not need to read the whole page. Scan for what is new, work your leads, and use the command bar when you have a question.

The event stats bar

Across the top of the dashboard is a row of live event counts for the last seven days: new funding rounds, executive moves, acquisitions, agreements, and product launches across the companies Fundz tracks. It is a pulse check on where the market is moving right now.

Each count is clickable. Tap one to jump straight into that event feed, already filtered to the category you picked, so you can go from a number to the underlying companies in one click.

The command bar: type or talk

One bar on the dashboard lets you ask Fundz anything, by typing or by voice. Type a question and the same AI agent answers it, finds companies, navigates the app, applies filters, and can even kick off outreach. Tap the mic and you can do all of that hands-free.

This is the single place to drive Fundz with intent instead of hunting through menus. Ask for your best leads, tell it to open Trends, have it set up an alert, or say "start my morning brief" to be walked through your day out loud.

Daily Leads and the FundzIQ Daily Briefing

These two modules are the working core of the dashboard.

Read the briefing first to set context, then move into Daily Leads to do the work. The better your targeting profile, the sharper both get.

Market context: What's Launching and Industry Pulse

Below your leads, the dashboard widens out to the market. These modules are for discovery and context, not your daily to-do list, so glance at them when you want to know what is moving beyond your own pipeline.

New since you last logged in

A strip near the top surfaces what changed since your last visit: how many fresh items landed in each category while you were away. It is the quickest way to tell, at a glance, whether anything happened overnight that is worth your attention before you dive in.

Tailoring the layout

The dashboard is meant to fit how you work, so the heavier modules can be collapsed. Sections like the market snapshot can be folded down to a header, and Fundz remembers your choice so the page comes back the way you left it next time.

1. 1
   Collapse any module you do not use daily by clicking its header.
2. 2
   Keep your leads and briefing expanded so your working surface is always front and center.
3. 3
   Reopen a collapsed module any time; your layout preference persists across visits.

Tracked Companies

Lower on the dashboard, your Tracked Companies module lets you watch specific accounts for any activity: new funding, leadership changes, acquisitions, product launches, and more. Add companies you care about and the dashboard keeps an eye on them for you.