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Playbook

Fundz for Account Executives

Accelerate deals with multi-threading intel and executive change alerts — know about org changes the day they happen, not months later.

Real Story: Account Executive at HubSpot

"Fundz is terrific. It provides me with valuable information that I have used in my sales process and helped me close more deals!"

JR
Julie Rosenberg
HubSpot

"I love Fundz and prospect with it every day."

— Richard Cardinale, HubSpot

The AE's Nightmare

You've been working a deal for months. Then you find out your champion left. Or a new VP came in with their own vendors. By the time you learn through LinkedIn, it's too late.

  • Deals stall when champions leave
  • New executives bring their own vendors
  • You find out about changes weeks late

How Fundz Keeps You Ahead

Real-Time Executive Alerts

Know the day they happen

Track your target accounts and active deals. Get alerts within minutes when:

  • A new VP, CTO, CRO, or CMO joins
  • Your champion gets promoted (or leaves)
  • A new decision-maker enters your deal

Funding = Budget Unlocked

Fresh capital = fresh opportunities

Fundz alerts you within minutes of the SEC filing — not when it hits TechCrunch days later.

Why timing matters: The first 30 days after funding is when companies make the most vendor decisions.

Slack Integration

Never miss a signal

Get alerts delivered directly to Slack — for your accounts or shared team channels. Multiple enterprise sales teams use this to stay ahead.

"Fundz has been a great tool that I recommend to others."

— Tony Mai, Account Executive, Snowflake

Multi-Threading with Intelligence

New Executive = New Thread

When a new VP joins, you have 90 days to build a relationship before they settle into vendor patterns. Fundz alerts you the day they start.

Funding = Expansion Budget

Post-funding, companies expand tech stack and headcount. Perfect timing to propose that enterprise deal.

M&A = New Decision Makers

When accounts get acquired, power structures shift. Track these moments to find new champions.

Pro Tips

  • Add all active deals to your watchlist. Get alerted to org changes affecting your pipeline.
  • Connect Slack for instant alerts. Don't wait for the morning digest.
  • Reference the trigger in outreach. "Congrats on the funding" opens doors.
  • Track your champion's career. If they move, that's a warm intro to a new account.

"Great platform!"

— Jacob Klister, Account Executive, Oracle NetSuite

Ready to Close More Deals?

Join AEs at HubSpot, Snowflake, Oracle, and LinkedIn.

Explore Plans
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