An advisor engine, not a search engine
Real-time signals, verified contacts & mobiles, institutional market data, website monitoring, workplace sentiment, and built-in outreach — six tools you’d otherwise buy separately, in one frame.
Live across 18 signal types — verified the moment they’re public
Every move that matters on the companies you follow — funding, exec changes, expansion — fused with the verified decision-maker and a ready draft, in one view. The whole picture, as it happens.
Save 25% — first year only
Billed annually at $708 first year • Renews at $948/yr
Personal onboarding included · cancel anytime on monthly
Best for: The self-funded professional who wants the full signal, the verified contact, and the opener in one place — fresh-funding, exec-change, and expansion moves, ready to act.
Real-time 8-K + interim alerts in Slack, ML predictions on what’s next, plus white-label briefs your clients can read.
Save 34% — first year only
Billed annually at $1,188 first year • Renews at $1,788/yr
Everything in Pro, plus:
Best for: Advisors, M&A teams, RIAs and PE/VC working SEC-filer accounts and change-driven deals — who need 8-K, leadership-shakeup, and the full investor/RIA dataset.
New this month: Talk to Fundz — set up alerts, pull target lists, or hear what changed by voice or plain language — plus Verified Signals™ methodology, the Issuer Reputation Score, two new /trends views (Compound Signal Trends + Trademark Velocity), the Stealth-Mode Inflection and Distress Cohort feeds, leadership-shakeup detection, and new Secured-lending (UCC) signals with a Bridge Candidates scorer — all detailed in the plans above. See the per-persona playbooks for the deep dives.
Professionals at
Oracle · Salesforce · LinkedIn · BlackRock · Issuance · WagesCorp
"Wow, this is 100x the product I remember from before!"
Nick Allen · CTO, Issuance
Original Fundz customer in 2023 · rejoined April 2026
Built for executive recruiting, search firms, and fractional executive networks. Reach newly-funded companies in the two-week window before the role hits LinkedIn — with the full signal, decision-maker, and Search Brief on one card.
Hover to pause · click any dot or tile to jump
Every funded org gets an AI analyst note + probability distribution for next funding / exec hire / contract / acquisition — backtested over years of proprietary data.
Real-time signals, institutional-grade data, and warm-outreach intelligence — replacing a stack that typically costs $1,607/mo.
What your morning looks like
Every night Fundz scans your tracked accounts for real-time signals — funding, M&A, exec changes, 8-K filings, expansion — ranks the decision-makers worth contacting, and has a draft opener ready. You start the day with warm reasons to reach out, not a blank prospecting list.
ENGAGE · Score 94
Sarah Chen just raised $18M Series B at Nomad Data
You're 1st-degree connected. She mentioned infra pain in a post 3 weeks ago. Suggested DM (in your voice):
"Huge congrats on the B, Sarah. Figured this would matter given what you were posting about in March — happy to share what we're seeing across similar infra plays if it'd help."
A static company database tells you who exists. Fundz adds the action layer it doesn't have — instant alerts, verified contacts inline, voice command, and signal-grounded outreach. Here's what comes with each plan.
| Feature | Fundz Pro $79/mo | Fundz Strategic $149/mo |
|---|---|---|
| Daily AI-curated intelligence matched to your ICP | 10/day | 25/day |
| Engage™ intelligence sharing (insights in your voice) | Included | Included |
| Talk to Fundz — voice & plain-language command layer | Included | Included |
| Click-to-Call + AI Call Notes (calls transcribe & log themselves) | Included | Included |
| AI Daily Briefing (overnight analysis) | ||
| Real-time funding round alerts | Instant | Instant |
| Executive hire & departure alerts | Instant | Instant |
| M&A / acquisition alerts | Instant | Instant |
| Slack-native delivery with suggested outreach + verified contacts inline | ||
| SmartSend — emails built from each contact’s role + every real-time signal on their company (not template blasts); from your own inbox, 3-touch max, stops on reply | ||
| Deep Dive™ AI reports | 10/mo | Unlimited |
| ICP-ranked contacts per company — adapts to your thumbs feedback | ||
| Verified executive contact reveals (email) | Unlimited | Unlimited |
| Verified mobile reveals | Credit packs | 200/mo + packs |
| API access (JSON) | 50/day | 500/day |
| CRM integrations (HubSpot, Salesforce) | ||
| Bulk CSV export + Push-to-HubSpot (per-run cap) | 1K rows/run | 10K rows/run |
| WARN Act layoff filings (13 states) | ||
| Multi-role 8-K matching (catches CFO-leaves-when-CEO-also-changes) | ||
| Leadership shakeup detection (multi-exit clusters + unfilled-seat tracking) | ||
| Office expansion signals (6 metros, 30-90d before public lease announcements) | ||
| USPTO trademark filings on tracked companies (3-6mo pre-launch signal, Claude-classified by intent) | ||
| Persona-aware onboarding — Slack alerts auto-tuned to your sub-variant | ||
| Predictions & forecasting | ||
| SEC 8-K filing analysis + anomaly detection | ||
| Lender Intelligence — UCC Renewal Radar (refi windows), Stacked Borrowers, new secured debt & Bridge Candidates scorer (CA + CO today, expanding) | ||
| Benefit Plans in Play — funded companies w/ Form 5500 on record: renewal timing + incumbent carrier (Schedule A) + 65,000-broker directory | ||
| Money in Motion — executives joining freshly funded companies (the advisor wealth-event signal), scored daily | ||
| Investor Intelligence (34,000+ investors, 13F holdings, registered advisors) | ||
| AI daily synthesis — "act on today" grounded in your signals + ICP | ||
| Hiring Intel — org-grouped intent feed, ICP-scored | ||
| Search Brief — Claude-generated 1-page PDF per role | 50/day | |
| Comp peer-percentile benchmarking (8K+ postings) | ||
| Vacancy aging + key-role posted alerts (45/60/90/120-day) | ||
| Saved Mandates + Monday-morning digest | ||
| Direct ATS ingestion (Greenhouse, Lever, Ashby, Workday, SmartRecruiters, Recruitee) | ||
| WorkVibz™ culture intelligence (employee sentiment + trends) | ||
| Personal onboarding call + dedicated account manager | Onboarding call | Dedicated AM |
| Price | $79/mo | $149/mo |
Pro $79/mo, Strategic $149/mo. Annual billing offers a first-year introductory discount.
Talk-to-Fundz, Engage, SmartSend, instant alerts, and verified contacts inline — the action layer legacy platforms don't have at all, plus SEC and investor intelligence they charge 10–25x more for.
Phase 1: real-time signals on funding, M&A, 8-K exec changes, hiring intel, layoffs — the intelligence edge that tells you which accounts to work and why, now. Phase 2: the same feed becomes your competitive + customer intelligence layer for every landed engagement — pointed at their peers, customers, and industry instead of your prospect list. See the per-persona playbooks for the sub-variant workflows.
Your LinkedIn connections + live business signals + AI-crafted insights = trusted conversations in Slack every morning
One-time LinkedIn CSV upload. Takes 60 seconds.
Funding rounds, M&A deals, exec hires — cross-referenced against your network daily.
Delivered to Slack. People you already know, experiencing something you should know about.
Timed Like → Comment → DM sequence with a 4-branch conversation playbook for every connection.
60 seconds per connection. No research. No cold pitches.
Just timely intelligence shared with people who already trust you.
Pays for itself the first time a client calls you first.
One platform in place of the stack you’d otherwise assemble — the intelligence, the contacts, and the action layer in one view.
Know everything that matters. Reach the right people. Make the move. Personal onboarding, cancel anytime on monthly —
your first briefing arrives tomorrow morning.