Fundz for Investors (Angels, VCs, PE Partners)

Investing wins on three things: getting to the right founders early, monitoring portfolio health between formal updates, and identifying the right moment to add or exit a position. All three are real-time intelligence problems — not pitch-deck problems.

Fundz turns those into a daily inbox. New rounds in your thesis surface within hours of announcement (Slack push + Daily Brief). Portfolio-company exec moves, sentiment shifts, vacancy aging, and office expansions surface days-to-weeks before the founder’s next monthly update. 13F flows and acquisition adjacencies mark the inflection points where your fund’s positioning has to evolve.

Four sub-variants. Their workflows + signal-weight profiles diverge meaningfully — this isn’t the same playbook with the check size swapped.

• Angel investors. Small-check writers, network-driven, often syndicating. Primary use: founder-tracking (back “the person, not the company,” so follow the people across orgs), follow-on validation, sourcing through syndicate-lead patterns. Watchlist 30-75 (mostly portfolio + backed founders).
• VC general partners. Thesis-driven, fund-mandate bound, Seed-Series C. Primary use: proactive sourcing in your vertical, portfolio monitoring (signal-detection-between-updates is the structural advantage), competitive deal-flow intelligence on peer funds. Watchlist 100-200 (50 portfolio + 100-150 thesis-fit + competitor portfolio).
• PE Partners. Principal investors at PE funds, lower-middle to mid-market. Primary use: pre-process target identification (the “sat on Series C 30+ months + CFO just departed” pattern), value-creation hypothesis development against precedent, 13F flow positioning for buy-side timing. Watchlist 200-400 across active mandates and roll-up theses.
• Family offices. Multi-asset, long-hold capital. Primary use: investment-committee research workflow — the Investors section + RIA database + 13F flows fuel allocation conversations more than they fuel direct sourcing. Watchlist 50-150 (a mix of direct portfolio + LP-of-LP positions tracked for IC reporting).

Step 1: Add every portfolio company to Watchlist (5 min)

Day-one move — before anything else. Open /watchlist and add every active portfolio company. Portfolio monitoring is half of what makes Fundz valuable for investors; signal-detection-between-updates is the structural advantage. The Office Lease Permits Slack toggle fires on matched permits at Favorited orgs, so Watchlist membership is also what activates real-time physical-growth alerts on your portfolio.

Step 2: Configure Slack + email (5 min)

Open /account?component=connectors and connect Slack. Toggles by sub-variant:

• Angel: Releases (funding) = ON (your network’s deals); 8-K Executive Transitions = OFF (rare at angel-stage); WARN/Breach/Office Lease = OFF.
• VC GP: Releases = ON (competitive sourcing); 8-K Executive Transitions = ON with all 7 role pills (portfolio-monitoring on public-co portfolio orgs); Office Lease Permits = ON (Favorited orgs only).
• PE Partner: 8-K Executive Transitions = ON (CEO + CFO + COO role pills); Acquisitions = ON (precedent transactions); Releases = ON; WARN notices = ON (distress leading indicator); Office Lease Permits = ON.
• Family office: Acquisitions = ON; Releases = ON; 8-K Executive Transitions = ON for IC-relevant size_buckets.

Then verify Daily Email Alerts at /account/email-notifications.

Step 3: Save your thesis filters (10 min)

The thesis-defining filter set is non-negotiable. Pick three from the Mandate setups section matched to your sub-variant. Save each on its native surface — /companies for funding-thesis, /executives for operator-tracking (Role multi-select + Industry + Location + Email Summary ON), /acquisitions for precedent-transaction monitoring, /sec-filings/10kq for PE distress scanning.

Step 4: Build the prospect Watchlist tier (10 min)

On top of the portfolio you already added in Step 1, layer the prospect tier sized to your sub-variant. Angel: 30-75 total — portfolio + backed founders + thesis-fit. VC GP: 100-200 total — portfolio + 100-150 thesis-fit prospects + 20-30 competitor portfolio leaders. PE Partner: 200-400 per active mandate (primary thesis box + adjacent-vertical drift + known-distress / known-pre-sale). Family office: 50-150 — direct portfolio + LP-of-LP positions for IC reporting.

Fundz is a signal-intelligence platform: real-time funding rounds, executive hires and departures, M&A, contracts, product launches, and SEC filings, paired with an Investors section, RIA database (Form ADV-derived), 13F portfolio flows, and verified contacts.

For investing work, Fundz is your sourcing radar, your portfolio health monitor, and your competitive deal-flow tracker. The Investors section lets you build watchlists of other funds and angels to track their portfolio moves. The 13F holdings views show institutional positioning shifts. The Companies on the Move panel surfaces companies hitting multiple signals simultaneously — often the cleanest sign that a company is in active inflection.