FundzKnowledge Base
Overview

Dashboard

Your dashboard answers one question every morning: who should I reach out to today, and why now? It is built around your job, counted inside your own territory, and every name on it opens straight to the company or investor.

Start here

AI made execution free. Knowing first is the whole game now. The dashboard is where Fundz hands you what it found overnight: the companies that fit who you sell to, recruit for, advise or invest in, what just happened at each one, and the right person to contact.

The five-minute morning loop
Read your Daily Intelligence Brief, work the top of your Daily Companies, then clear Today. That is the whole routine most people run before their first call.

If the dashboard looks thin, the fix is almost always your targeting. Set your targeting (industries, company size, locations and a short description of who you sell to) and tomorrow's dashboard is scored against it.

What you see, top to bottom

  1. 1
    Ask Fundz bar. Type what you want in plain words, like “Series A fintech in Texas that are hiring”, and Fundz builds the list, opens the page or sets up the alert. Quick-start buttons underneath cover common jobs such as Find companies, My best leads and Set up alerts. How Ask Fundz works
  2. 2
    Your role's own list (some roles). Investors see What your investors did and Most active investors this month. Founders see Your competitors lately, a list you can edit. Consultants and founders raising a round see their main play with more examples. Sales and recruiting go straight to their daily companies.
  3. 3
    Your Daily Intelligence Brief and your daily companies, side by side. The brief is the short story of what matters today. The companies panel (called Your Daily Companies, Customers to reach today, Clients to reach today, Employers to reach today or Deal flow today, depending on your role) is the ranked list, each with the reason to act and the person to reach.
  4. 4
    Today. One list of who to contact, who replied and which follow-ups are due, each with its action right on the row. How Today works
  5. 5
    Your plays this week. Cards for the jobs people in your role do, each with a live count, named examples and one click to the exact list behind the number.
  6. 6
    What happens next. Companies likely to raise next and companies likely to be acquired, drawn from your saved filter or targeting. Predictive Intelligence
  7. 7
    New Signals for you. Companies in your industries that are hiring fast, signing new office build-outs, filing trademarks, or doing several of these at once.
  8. 8
    Market reading. Background on the wider market, closed until you open it: the M&A Intelligence Brief, SEC risk and market patterns, Industry Pulse, Companies on the Move and the Strategic Intelligence Hub. Fundz remembers which sections you keep open.

Your plays this week

Plays are the jobs people in your role actually do, written in their words: for example “Just raised money”, “New senior leaders”, “Leaders left with nobody in the seat”, “Raised money and hiring now” or “Just won a big contract”. Each card shows how many companies fit right now, a few named examples you can add to your targets on the spot, and a link that opens the exact list behind the number.

Counted in your territory

Where you have a saved filter, a card is marked In your saved filters and the number is yours, not the whole market. A rep who works one region sees that region.

Switch roles any time

Tabs for Sales, Recruiting, Advisory, Investing, Founder and Raising let you see another role's plays without changing your account. Your own role is marked you.

Work first, empty last

Cards with something to act on come first. A card with nothing new in your territory says so plainly and moves to the end.

Any company or investor named on the dashboard is a link. A company opens its company profile, with the decision makers, funding history, hiring, investors and momentum. Next to most companies you will find Add to targets, which puts the company on My targets so its replies, follow-ups and news show up in Today.

Act without leaving the page

SmartSend the right person

When a daily company or brief card names a person with an email, the SmartSend button is right there. It drafts an email about what just happened and sends it from your own inbox. SmartSend

Just ask

Type into the Ask Fundz bar, or tap the mic on a paid plan and say it. Talk to Fundz

Go deeper

Follow companies and investors on your Watchlist, and read Trends for where money and hiring are moving.

What is new

A quiet line under the Ask Fundz bar tells you when something new has shipped that helps people in your role, with a link to how it works. Dismiss it and it stays gone.

Make it yours

Set your targeting

Your daily companies, brief and plays all read your targeting. Open Targeting

Save a filter

Save a filter on a feed such as Fundings and your plays and “What happens next” count inside it.

Read your playbook

Step-by-step routines for sales, recruiters, advisors, investors and founders.

Last updated September 2026

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