FundzKnowledge Base
Playbook · Wealth advisors

Fundz for wealth advisors and RIAs

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

People choose a new advisor when their money changes: a founder sells the company, an executive takes a new role with a new pay package, an employee's equity becomes real. Fundz shows you those moments as they happen, with the person and the reason to reach out now, so you are the first advisor they hear from instead of the fifth.

What Fundz does for a wealth advisor

  • Liquidity events. Acquisitions put money in the hands of founders, early employees and investors of the company that sold.
  • Money in Motion. Executives who recently moved into a new role at a funded company: new pay, new equity, often a 401(k) to roll over. Open Money in Motion
  • New wealth being built. Rounds that just closed tell you which founders' equity just became worth a lot more.
  • A way in. The person at each company, a first email written for you, and Engage to find someone in your own network who knows them.

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 serve. 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 Deal flow 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 Deal flow 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 reach, 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

Wealth advisors use the Investor dashboard. These are the cards under Your plays this week that matter most for you. The role tabs above the cards let you switch to Sales to see New senior leaders as well.

Companies that just bought or sold a business
Your plays this week · last 30 days
TriggerA company bought or sold a business.
WhoThe founders and senior executives of the company that was sold.
Why nowA sale turns paper wealth into cash, and with it come tax, estate and investment decisions.
Next stepReach the founder with a note about what usually comes next after a sale, not a pitch. Open Acquisitions
Rounds that just closed
Your plays this week · last 7 days
TriggerA funding round closed.
WhoThe founders.
Why nowTheir equity just became worth more, and planning early saves a great deal later.
Next stepOffer a founder equity planning conversation. Open Fundings
New senior leaders
Sales tab of Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoThe new executive.
Why nowA new role usually means a new pay package, new equity and an old 401(k) to roll over.
Next stepOffer a review of their new package and what to do with the old plan. Open Executives
Companies under financial pressure
Your plays this week · last 30 days
TriggerA filing reports an open problem: a bankruptcy filing, a lender calling a loan, an exchange listing notice, restated financials, or an auditor change with a going-concern or control warning. Routine auditor changes and companies back in compliance are left out.
WhoExecutives holding concentrated stock in the company.
Why nowConcentrated positions in a company under pressure are exactly the risk a good advisor helps manage.
Next stepOffer a concentrated-position review. Open the full list

Money in Motion

Money in Motion (a tab in Benefits Intelligence) lists executives who recently moved into a new role at a funded company. The full list is part of the Strategic plan.

  1. Filter to your state and sort so the best matches come first.
  2. Open the company to see what changed and find the executive.
  3. Reach out about the moment: a new package, new equity, an old retirement plan to move.

How Money in Motion works

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
Know your competition
RIA Intelligence (under Investors, RIA Directory) lists registered advisory firms by state and assets under management. Use it to see who else serves your market and which firms are growing.
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

Serve the clients you already have

Add your clients' companies to your Watchlist or My targets. When one raises, sells, hires a new leader or comes under pressure, you hear about it in Today and can call your client before they call you.

Reach the person

  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 the founder or executive. 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

Keep it about their moment, never about returns. Many advisors work within compliance rules on outreach, so check yours before sending.

Hi Karen, congratulations on the sale. The months after closing come with a lot of decisions on tax, timing and what to do with the proceeds. I work with founders at exactly this stage. If a second opinion would help, I am happy to talk.
Hi Mark, congrats on the new role. A move like this usually means a new equity package and a retirement plan from your last company to sort out. Happy to walk through the options with you, no obligation.

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 →