FundzKnowledge Base
Playbook · Investing

Fundz for investors: angels, VCs and private equity

AI made execution free. Knowing first is the whole game now.

Good deals are found early and competed for fast. Fundz shows you the rounds that just closed in your sectors, what the investors you follow just backed, which funds just launched, and the companies whose leadership turnover or financial pressure says a deal may be coming. Every company and investor name opens its page, so you can go from signal to diligence in one click.

What Fundz does for an investor

  • Deal flow matched to your thesis. Deal flow today ranks new companies by what just happened and how well each fits your focus.
  • The investors you care about, followed. Track an investor and their new deals show up at the top of your dashboard.
  • Investor profiles. Each investor's page shows how they invest: the stages they write into, the median round they join, companies backed, recent checks and who they co-invest with.
  • Companies at the very start. Inception lists companies at the moment they incorporate, before most databases know they exist.

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.

  1. Tell Fundz who you invest in. 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 Deal flow today on your dashboard. How Daily Leads work
  2. 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.
  3. Track the investors you watch. Click Track investor on any investor page, or beside a name in Most active investors this month. Their new rounds then show up in What your investors did. Browse investors
  4. Connect your inbox so SmartSend can send from your own Gmail or Outlook, and connect HubSpot or Salesforce if you use one. SmartSend
Not sure what to type? Use the Ask or tell Fundz anything box on your dashboard and say it in your own words, for example "companies in Texas with 50 to 500 employees that just raised". Talk to Fundz

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.

Before the rest
What your investors did, and who is most active
The top of your dashboard has two lists side by side. What your investors did shows rounds from the last two weeks with an investor you follow, with Add to targets on each company. Most active investors this month shows who is writing the most checks, with Track investor beside each name.
Minute 1
Read your Daily Intelligence Brief
On the Pro and Strategic plans, a short, plain-words summary of what happened overnight at companies you care about. Each item carries a suggested next step and, where Fundz has the right person, a SmartSend button and Add to targets. Daily Briefing
Minutes 2 to 8
Work Deal flow today
The companies picked for you today, ranked by what just happened at each one and how well it fits your targeting. Each row says why it is here. Pick the two or three you would most like to look at more closely, open the company, and either SmartSend the right person or press Add to targets to work it over the next few weeks.
Minutes 8 to 15
Clear Today
One list of the companies you are already working: who replied, which follow-ups are due and what just happened at your targets. Deal with each row right there. Press Handled once you have answered a reply. How Today works

Your plays this week

These six cards sit under Your plays this week on the Investor dashboard. Each counts one kind of moment and opens the exact list behind its number.

Rounds that just closed
Your plays this week · last 7 days
TriggerA funding round closed.
WhoThe founders, for your next round. The lead investor, as a co-investor.
Why nowWhat got funded this week, at what size, and who led. Spot co-investors and the sectors money is moving into.
Next stepOpen the rounds in your sectors and look at who led. Get in front of the company before its next round. Open Fundings
Leadership overhauls
Your plays this week · last 90 days
TriggerSeveral executive changes at one public company in 90 days.
WhoFor private equity and special situations: the board and the CEO.
Why nowClusters of executive changes often come before a sale, a restructuring or a strategy change.
Next stepAdd the company to targets and watch for what comes next. Open the full list
Companies under financial pressure
Your plays this week · last 30 days
TriggerA filing reports an open problem: a bankruptcy filing, a lender calling a loan, an exchange listing notice, restated financials, or an auditor change with a going-concern or control warning. Routine auditor changes and companies back in compliance are left out.
WhoThe CEO, CFO or board.
Why nowPressure forces decisions: asset sales, recapitalisations, take-privates.
Next stepOpen the company, read what happened, and decide whether there is a deal. Open the full list
Companies that just bought or sold a business
Your plays this week · last 30 days
TriggerA company bought or sold a business.
WhoThe buyer, the seller and their closest competitors.
Why nowExits and consolidation: who is buying, what they pay for, and which sectors are moving.
Next stepUse it to spot add-on targets and likely buyers for your own portfolio. Open Acquisitions
New funds that just launched
Your plays this week · last 90 days
TriggerA new investment fund was formed.
WhoThe fund's managers.
Why nowA newly formed fund has money to deploy and is actively looking for companies.
Next stepFor co-investment or LP conversations, reach out early. Fund Watch lists every new fund. Open Fund Watch
Who else is writing checks
Your plays this week · last 90 days
TriggerAn investor took part in a funding round in the last 90 days.
WhoPotential co-investors.
Why nowEvery investor in a funding round in the last 90 days. Find co-investors and see who is active in your sectors.
Next stepOpen an investor's page to see their stages, typical round and co-investors, then click Track investor. Open VC / PE / Angels

Your weekly routine

Monday
Scan Your plays this week
Each card counts one kind of moment in your market this week and opens the exact list behind its number. Work the cards with the biggest counts in your saved filters first. The role tabs above the cards (Sales, Recruiting, Advisory, Investing, Founder, Raising) let you peek at another role's plays; the one marked you is yours.
Monday
Look ahead with What happens next
Below your plays, Likely to raise next and Likely to be acquired list companies from your saved filter that look set to do it soon. Reach them before the news. Predictive Intelligence
Tuesday
Look at companies just formed
Open Inception for companies at the moment they incorporate, filtered by state. For pre-seed and seed investors, this is the earliest look you can get.
Thursday
Watch your portfolio
Add your portfolio companies to your Watchlist or My targets. Their funding, leadership changes, hiring and deals then show up in Today, so you hear news before the board meeting.
Friday
Review My targets
Move each company to its stage (To contact, Contacted, Replied, Meeting, Won, Lost) and set its next step. Tick Email me when there's news at my targets once and Fundz emails you when something happens at one of them. My targets · Target news email

For public-market and institutional work

Reach the founder or the deal team

  1. Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
  2. Find the founder, CEO or deal lead. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
  3. 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
  4. 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 Nora, congrats on the seed round. We invest at the next stage in your space and like to get to know founders early, long before they raise again. Would you be up for a 20-minute intro call? No pitch deck needed.
Hi Raj, I saw you led the round in a company we have followed for a while. We often co-invest at that stage in the same sector. Would you be open to comparing notes on the space?

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.

What your investors did is empty

You are not following any investors yet, or none of them backed a round in the last two weeks. Track a few from Most active investors this month.

Ready to run this playbook? Fundz sets up tuned to how you work.Start with this playbook →