FundzKnowledge Base
Playbook · Recruiting

Fundz for recruiters and talent firms

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

The best search is the one you pitch before the job is posted. Fundz shows you the employers that just raised money, lost a leader, reshuffled their leadership team or are stuck on a role, plus where laid-off candidates are coming onto the market. You see who owns the hire and why now, and you can reach them from your own inbox the same morning.

What Fundz does for a recruiter

  • Finds searches before they are posted. A senior departure, a leadership overhaul or a fresh round usually means hiring in the weeks that follow. Your dashboard counts each of these in your own territory.
  • Finds searches that are failing. Roles open for 90 days or more tell you the in-house search is not working.
  • Finds candidates. Official layoff notices show which companies are cutting staff and where.
  • Gets you to the hiring manager. Company pages list the people there, and SmartSend writes and sends the first email from your inbox.

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 recruit for. 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 Employers to reach 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. 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.

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 Employers to reach 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 win a search from, 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 Recruiter dashboard. Each is a hiring moment: what triggered it, who owns the hire, why now, and the next step.

Open executive seats
Your plays this week · last 30 days
TriggerA senior leader left a public company and nobody has been named to replace them.
WhoThe CEO or board member running the search, or the head of HR.
Why nowThe search is up for grabs. Nobody has been hired yet, so a recruiter who calls first can still win it.
Next stepCall or SmartSend the CEO or CHRO with two or three candidate profiles that fit the seat. Open the full list
Leadership overhauls
Your plays this week · last 90 days
TriggerTwo or more executive changes at the same company in 90 days.
WhoThe CEO, and the new leaders who will be building their teams.
Why nowA leadership team in flux usually means several senior searches, not one.
Next stepPitch a multi-role engagement rather than a single search. Open the full list
Raised money and hiring now
Your plays this week · funded in the last 12 months
TriggerRaised money in the last 12 months and posting jobs today.
WhoThe head of talent, or the leader of the team with the most open roles.
Why nowFunded in the last 12 months and posting jobs today. Your warmest business-development list.
Next stepLook at the open roles first. Lead with the hardest one to fill. Open Raised & Hiring
Searches that are stuck
Your plays this week · open 90+ days
TriggerRoles that have stayed open for 90 days or more.
WhoThe hiring manager for the role, or the head of talent.
Why nowThe in-house search is failing and they need outside help.
Next stepOffer a shortlist for that exact role within a set number of days. Open Hiring Intel
Layoffs: candidates coming onto the market
Your plays this week · last 30 days
TriggerAn official layoff notice (WARN) listing who is cutting staff and where.
WhoThe people being let go: candidates for the searches you already have.
Why nowStrong people come onto the market at once, in one place, and move fast.
Next stepMatch the affected teams to your open searches and reach out while they are looking. Open Layoffs (WARN)
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoThe new leader.
Why nowA new executive usually hires or replaces part of their team in the first six months. Offer to fill their first direct reports.
Next stepCongratulate them and offer to help build their team. Open Executives

Raised & Hiring: your best business-development list

Raised & Hiring lists companies that raised money in the last 12 months and are posting jobs now. It is the same list behind the Raised money and hiring now card.

  1. Filter to your states and look at New this week first.
  2. Open a company and read its open roles. They tell you which team is growing and which search is hardest.
  3. Find the head of talent or the leader of that team, then SmartSend them with one relevant candidate profile.

New offices mean local hiring

Office Expansions shows companies taking new office space or building one out, from public-company lease filings and city building permits. A new office means a local team to hire. Reach the leader of the new site with candidates in that city. Office Expansions

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
Wednesday
Mine Hiring Intel
Open Hiring Intel for hiring surges, new departments, key roles and roles open for 90 days or more. On the Strategic plan, the Search Brief button on a role writes a brief for that search that you can open as a page and share with the client. Hiring Intel
Thursday
Check your Watchlist
Keep your clients and best prospects on your Watchlist so their funding, leadership and hiring news reaches you.
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

Reach the hiring manager

  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 who owns the hire. 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

Lead with the event, show you understand the hire it creates, offer something concrete.

Hi Priya, I saw your VP Engineering seat is open. Searches at that level usually take a while, and the interim cover gets stretched. I placed two VPs of Engineering at companies your size this year. Happy to send three profiles that fit your stack, no commitment.
Hi Marcus, congrats on the new round. I noticed you have a dozen roles open across engineering and sales. Which one is hardest to fill? I can have a shortlist for it on your desk within two weeks.

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.

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