Fundz for fractional advisors and independent consultants
AI made execution free. Knowing first is the whole game now.
Companies bring in a fractional CFO, CMO, COO or an outside consultant at predictable moments: a leader walks out, the leadership team turns over, they raise money, buy a business or come under financial pressure. Fundz shows you those companies in your market every morning, with the person to call and the reason to call now.
What Fundz does for an advisor
- Finds the gap at the top. The top of your dashboard lists companies where a senior leader left and nobody has been named. That is the classic interim or fractional opening.
- Finds teams that need help to move fast. Fresh funding, an acquisition to integrate, a new executive with a 90-day plan: each one brings in outside help.
- Finds companies in trouble. Bankruptcy filings, loan defaults, exchange listing notices, restatements and auditor changes with a going-concern warning, in plain words. Resolved notices and routine auditor rotations are left out.
- Gets you in the door. The right person at each company, a first email written for you, and Engage to find the warm route through your own LinkedIn network.
Set up once (10 minutes)
Do this once. It takes about ten minutes, and it is what turns every number on your dashboard from the whole country into your own market.
- Tell Fundz who you work with. Open your targeting and fill in Target Criteria (industries, company size, locations) and Your Business Profile (a sentence or two on what you do and who for). Every morning Fundz scores the newest companies against these and fills Clients to reach today on your dashboard. How Daily Leads work
- Make your plays count your territory. While your cards still count the whole market, a Make these numbers yours box appears under Your plays this week on your dashboard. It asks where you work, which industries and what company sizes, starting from the targeting you already gave. Save it and every card that can be narrowed shows In your saved filters, with your own count beside the whole-market number. It only fills lists you have not set up yet, so it never overwrites a filter you built.
- Connect your inbox so SmartSend can send from your own Gmail or Outlook, and connect HubSpot or Salesforce if you use one. SmartSend
Your daily routine (15 minutes)
About 15 minutes, top to bottom of your dashboard. The page is laid out in the order you work it.
Your plays this week
The Advisory dashboard puts one list at the very top, Leaders left with nobody in the seat, and five cards under Your plays this week. Each card counts one kind of moment and opens the exact list behind its number.
Raised & Hiring: companies building fast
Raised & Hiring lists companies that raised money in the last 12 months and are posting jobs now. If they are hiring for your function (a first finance hire, a head of marketing), a fractional leader is often the faster answer. Open the company, read the open roles, and pitch covering the role until the right full-time hire lands.
New offices: growth that needs structure
Office Expansions shows companies taking new office space or building one out, from public-company lease filings and city building permits. A second site means new processes, new reporting and often a finance or operations gap. Reach the CEO or COO with a line about the new location. Office Expansions
Your weekly routine
Serve the clients you already have
Add each client to My targets or your Watchlist. Their funding, leadership changes and deals then show up in Today, so you walk into every client meeting knowing what changed. The Daily Briefing covers them too.
Reach the right person
- Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
- Find the CEO or the executive who owns the gap. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
- SmartSend. Fundz drafts a short email that mentions the event, you edit it, and it goes from your own inbox. Follow-ups stop when they reply on Outlook, and wait for your OK on Gmail. SmartSend
- Or warm it up first. Engage matches the signals at your target companies to your own LinkedIn connections, so you can start with someone you already know.
What to say
Hi Elena, I saw your CFO stepped down and the seat is still open. Searches for that role take time, and the close and the board pack do not wait. I have covered the CFO seat at three companies your size during a search. Would a short call this week help?
Hi Tom, congrats on the acquisition. The first 100 days of an integration decide most of the value. I run integration for finance and operations teams. Happy to share the checklist I use, no strings.
Troubleshooting
The numbers look like the whole country
You have not saved a territory yet. Use Make these numbers yours under Your plays this week, or set your targeting. A card marked Whole market is a signal that cannot be narrowed to a territory, so it always counts everything.
A card says zero in my saved filters
Nothing new happened inside your filter in that window. The card also shows the whole-market count, so you can widen the filter or open the full list.
A page in this playbook is missing from my menu
Your sidebar shows the pages for your role. Click All tools at the bottom of the sidebar to see everything. The same button then reads as your role's view (for example Recruiter view), which takes you back.
My daily list is empty
Your targeting needs industries, company size, locations and a business profile before leads can be scored. Finish or widen your targeting and leads arrive the next morning.