Fundz for Recruiters and Talent Firms
A complete blueprint for retained search firms, contingent recruiters, and embedded TA leaders spotting hiring intent before it becomes a public job posting — and qualifying exec-search opportunities through company life-event signals.
- 2026-05-16Bulk Push to HubSpot from any filtered list — build a target-company list for a search engagement (industry + size + status + funding-event) and push the whole set to HubSpot in one click. 1K/month, 10K/annual.
- 2026-05-16Companies page as the search-target builder —
/companiesnow supports Push to HubSpot + Get CSV with filters for industry, employee size, status, lists (Inc 5000, Forbes Cloud 100), and event type. - 2026-05-16Enriched 8-K Executive Transitions alerts — role labels ("CFO Hire", "CEO Departure") + per-user role filter (CEO/CFO/COO/CRO/CTO/CMO/CHRO). Board members + remaining C-suite show up as suggested outreach in each alert.
- 2026-05-16Filter persistence on back-button — applied filters now ride in the URL. Click into a company, hit back, your filtered list is preserved.
The best search engagements are won before the company has posted the job. A funded company 60 days out from a hiring spree, a new CFO 30 days from naming their direct-report bench, an acquired company entering integration, a permit-confirmed office build-out 90–180 days from a hiring wave — these are companies that will run multiple senior searches over the next 6 months. The recruiters who land them are the ones who showed up before the posting hit LinkedIn.
Fundz makes that timing possible by exposing the upstream signals (8-K exec movement, funding recency, office expansions, vacancy aging, reposted roles) days or weeks before a JD goes live — paired with verified hiring-manager and HRBP contacts on the posting that eventually surfaces.
- Retained executive search firms — sourcing exec mandates from companies entering leadership inflections. Primary surfaces: /executives saved filters (CEO/CFO/COO/CRO/CHRO arrivals = team rebuilds coming) and /sec-filings sorted by "hot leadership churn" for multi-exit cluster shapes.
- Contingent and contingency-plus recruiters — running volume against companies with stale or reposted searches that signal the in-house team is stuck. Primary surface: /hiring-intel with
has_signal=vacancy_aging+min_days_open=60andhas_signal=role_reposted. Highest-converting Fundz filter mix lives here. - Embedded TA and fractional TA leaders — advising hiring companies on org design and pipeline strategy through life-event triggers. Primary surface: Watchlist + the per-saved-filter Email Summary on
/executivesso you can hand each client a clean weekly digest of role-relevant moves at their target accounts.
Step 1: Save your role-specific exec filter on /executives
Open /executives, pick the role bands you place into (Chief Financial Officer + Chief Operating Officer + Chief Marketing Officer + VP, etc.), add your industry + location, and click Save filter. This is the closest thing to a role-specific exec Mandate today — it persists in the My Saved Filters panel and you can attach a per-filter Email Summary. The Slack 8-K Executive Transitions toggle (with the CEO/CFO/COO/CRO/CTO/CMO/CHRO pill picker) is the real-time companion for the same signal.
Step 2: Save a vacancy-aging filter on /hiring-intel
Open /hiring-intel?has_signal=vacancy_aging&min_days_open=60 with your industry and function keyword layered on, then save. The 60-day open-role threshold is the single highest-converting outreach trigger for contingent search work — it means the in-house team is stuck. Add a second saved view at has_signal=role_reposted + days=30.
Step 3: Build your Watchlist to 100–200 companies
Open /watchlist and add 100–200 target companies in your industry + size bucket band, plus every current and recent client org (to catch their next hiring waves). Watched orgs feed your Daily Brief's Hiring Intel and Hot Leadership Churn sections and trigger the Office Lease Permits Slack alert when a build-out lands on one of them.
Step 4 (optional): Set up Engage for warm DMs
If you have a meaningful 1st-degree LinkedIn network at target companies, complete /engage/setup. Engage drafts the DM, you copy + send manually inside LinkedIn — it does not auto-send. Skip if you work purely through retained inbound or warm intros from your partner network.
Fundz is built around two surfaces that matter to talent work specifically. /executives is the only place in the platform with full org-chart role granularity — CEO, CFO, President, VP, COO, Director, CTO, CMO, CRO, CHRO, CISO — with My Saved Filters, per-filter email digest, and Push to HubSpot. /hiring-intel is the org-grouped intent feed with the five real-signal types that map directly to placement opportunities: vacancy_aging, role_reposted, exec_backfill, key_role_posted, hiring_surge. Strategic users get 200 mobile direct dials per month for hiring-manager outreach and Search Brief one-pagers for client kickoff.