Fundz for Sales Reps, AEs, and Sales Leaders
A complete blueprint for B2B sales reps, account executives, SDRs, and SMB sales leaders using Fundz to find accounts in buying mode — through real-time funding signals, exec hires, hiring surges, and product launches that signal budget and intent.
/sec-filings: Unfilled departures only queues open buyer seats; Replacement named pill flags accounts where the new exec just hit (open the outreach window). Set your buyer role in Slack Settings (CRO/CMO/CTO/etc.) and only get pinged when in-function transitions hit.- 2026-05-16Bulk Push to HubSpot from any filtered list — filter Fundings / Executives / Acquisitions / Agreements / Companies to your ICP, click Push to HubSpot, sync up to 1,000 records/push (10K annual).
- 2026-05-16Companies page as the call-list builder —
/companiessupports Push to HubSpot + Get CSV with filters for industry, employee size, status (public / private / recently acquired), lists (Inc 5000, Forbes Cloud 100), and event type. - 2026-05-16Enriched Slack alerts for every event type — Funding / Acquisition / Exec Hire / Contracts / 8-K Exec Transitions carry AI summary + party/amount metadata + up to 4 suggested-outreach contacts with emails (C-suite first).
- 2026-05-16Filter persistence on back-button — applied filters ride in the URL — click into an account, press back, your filtered view is preserved.
- 2026-05-16"Save Only" option for saved filters — Save + Email Daily, Save Only (no email), or Don't save. Save ICP filters without inbox noise.
The hardest part of B2B sales isn't the pitch — it's finding accounts in buying mode at the moment they decide to look. A funded round unlocks budget. A new VP/C-level buyer resets the vendor stack. A WARN-then-rebuild cycle says the team is back in growth mode. A signed office lease 90 days ago says someone in procurement is suddenly approving net-new SaaS again. An acquisition forces tooling rationalization in 90 days.
Fundz turns those events into a daily inbox: ICP-matched companies that just triggered a buying signal, with verified contacts and (Strategic-tier) mobile credits. The reps who hit quota are the ones who reach those accounts the same day, before the competitive inbound floods in.
- Outbound SDRs and BDRs — top-of-funnel volume. The daily home is the /hiring-intel with icp_match_only=true feed and the Top AI Leads section of your Daily Brief. Lean on Engage DM drafts for warm 1st-degree LinkedIn touches; push everything else through your sequencer.
- Account Executives — mid-funnel qualification + close. Tighter Watchlist of named accounts; signal-driven re-engagement on stalled deals. Primary surface: /companies drawer (Key Signals timeline + Related Contacts) and per-org Slack pings on Favorites.
- Fractional sales leaders and RevOps — advising portfolio companies on outbound systems or running multi-client SDR ops. Primary surface: per-client saved filters on /hiring-intel + /executives + push to each client's HubSpot.
Step 1: Set your ICP, then turn on icp_match_only
Confirm your targeting profile at /account (industry, employee size band, geo, buyer titles, product description). Then open /hiring-intel?icp_match_only=true and verify the feed looks like your ICP — this toggle is the single most important filter for sales work. The feed pre-scores against your saved targeting, so everything downstream (Daily Brief Top AI Leads, Slack pings, Engage drafts) inherits that scoring.
Step 2: Save three filters tuned to your sub-variant
Pick from the Mandate setups section. SDRs: funded_within_days=30 + ICP-only + size_bucket=Small,Medium. AEs: a Watchlist-of-open-opportunities saved view. Fractional leaders: one saved view per client portfolio + per-client Email Summary so each principal gets their own digest.
Step 3: Build your Watchlist
Open /watchlist. SDRs build fast to 100–200 orgs (the volume game's source-of-truth list). AEs build a tighter 30–75 of named accounts in active or warm-pipe status. Watchlist orgs power the Office Lease Permits Slack alert + per-org Slack pings on funding / 8-K / acquisition events.
Step 4: Connect HubSpot or Salesforce
Visit /account?component=connectors and connect HubSpot or Salesforce (Pro+). The Push to HubSpot button on /executives, /companies, /hiring-intel pushes filtered cohorts as contacts with the trigger event tagged. See CRM sync section for routing.
For sales work, three Fundz surfaces matter most. /hiring-intel?icp_match_only=true is your ICP-scored buying-signal feed — has_signal=hiring_surge, has_signal=key_role_posted, recent_exec_change=true, and funded_within_days=30 all live here. /executives is where you save the role-specific new-buyer filter (new CMO + your industry + your geo, save + attach Email Summary). /companies is where you build call lists with size_bucket + industry + Recent signal filters and push them to HubSpot.
Mobile credits (Strategic tier, 200/mo) reveal direct dials on Related Contacts — reserve them for high-fit accounts that just triggered a buying signal. Engage drafts a warm DM grounded on the specific signal for your 1st-degree LinkedIn connections (you copy + send manually, not auto-send).