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.
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
- 1Ask 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
- 2Your 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.
- 3Your 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.
- 4Today. 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
- 5Your 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.
- 6What happens next. Companies likely to raise next and companies likely to be acquired, drawn from your saved filter or targeting. Predictive Intelligence
- 7New 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.
- 8Market 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
Switch roles any time
Work first, empty last
Every name opens its page
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
Just ask
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
Save a filter
Read your playbook
Last updated September 2026
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