FundzKnowledge Base
Playbook · Complete blueprint

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.

What’s new for recruiters
Just shipped2026-05-21
Multi-exit shakeup detection + unfilled-seat filter on the 8-K feed
The hunting pattern just got one-click. Multi-exit shakeups surfaces orgs with 2+ exec changes in 90 days — the leadership-crisis tell that historically means 3-4 senior searches over the next 6 months. Unfilled departures only isolates the open seats where no replacement has been named. Both filters live on the SEC filings page, and the Slack alert body now carries the cluster + unfilled context inline.
Open /sec-filings
Recent updates
  • 2026-05-16Bulk Push to HubSpot from any filtered listbuild 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/companies now 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 alertsrole 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-buttonapplied filters now ride in the URL. Click into a company, hit back, your filtered list is preserved.
VP EngineeringSeries B SaaS, 180 employeesPosted 45 days ago — first aging threshold45d • WATCHDirector of SalesSeries C Healthcare, 410 employeesPosted 60 days ago — strong outreach window60d • AGEDROLE REPOSTEDHead of PeopleSeries A Fintech, 95 employeesPosted 90 days ago — search is in pain90d • STALESIGNAL ESCALATION45d • WATCH60d • AGED90d • STALE120d • CRITICAL
Vacancy aging escalates 45 → 60 → 90 → 120 days. "Role Reposted" doubles the urgency.

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=60 and has_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 /executives so 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.

Stuck after two weeks?
Most setup issues come down to industry filters that are too narrow or function-band filters that exclude relevant searches. We will sit with you for 15 minutes and tune both.
Book a 15-minute setup call →
This playbook is written for recruiters and talent firms. If your team includes other personas (fractional advisors, wealth advisors, M&A advisors), each has its own playbook with different Mandates and signal priorities. See all playbooks →
Ready to run this playbook? Fundz sets up tuned to how you work.Start with this playbook →