Find Your Playbook

How Will Fundz Help You?

Select your role to see exactly how Fundz fits into your workflow — including the tools you already use and the gaps we fill.

SDR / BDR

Sales Development

Find warm outreach opportunities with real-time funding and hiring alerts

Before
Cold calling into the void
After
Know exactly when to reach out
View Playbook

Account Executive

Sales

Accelerate deals with multi-threading intel and executive change alerts

Before
Deals stalling without intel
After
Stay ahead of org changes
View Playbook

PE / VC Investor

Investment Team

Source deals and monitor portfolios with website change detection

Before
Signals arriving too late
After
Catch changes 3-7 weeks early
View Playbook

Corp Dev / M&A

Strategic

Track acquisition targets and competitive moves in real-time

Before
Missing market opportunities
After
Real-time M&A intelligence
View Playbook

Consultant

Advisory

Deliver premium client intelligence and win new business

Before
Manual research taking hours
After
Instant market insights
View Playbook

Agency

Marketing / Digital

Track client competitors and deliver proactive intelligence

Before
Reactive to client needs
After
Proactive competitive intel
View Playbook

Don't See Your Role?

We're adding more playbooks every week. In the meantime, our Quick Start Guide covers the fundamentals for any role.