Know what your accounts are doing — before the rest of your team does

Pro

Be the first rep to know. The moment an account you track raises, hires an exec, or expands — you get the signal, the verified decision-maker, and a draft opener, before it's on anyone else's radar.

Personal onboarding included · cancel anytime on monthly

• Be the first to know a company raisedNew funding, exec hires & acquisitions at companies you track — the moment they're public, in Slack + email, with the decision-maker and a ready-to-send opener. Unlimited verified email reveals. Every signal independently verified
• The right people to reach — picked for youEvery signal comes with the decision-makers most worth contacting, ranked to your buyer profile. Thumbs up or down and your next recommendations adjust to match.
• Talk to Fundz — set up or ask anything by voiceNew: tap the mic or type in plain language to pull a target list, set up alerts, update your targeting, or hear what changed since yesterday — hands-free. No one else in this category has it. See Talk to Fundz in action
• AI Call Notes — hang up, the notes are doneNew: call a revealed mobile from your browser; when you hang up, Fundz transcribes the call, writes the summary, logs the outcome and suggests your next step — on one Activity record of every touch. How AI Call Notes works
• Issuer Reputation ScoreA 0–100 track record of whether a company actually did what it said it would with its funding.
• Engage™ — share insights with your networkTimely intelligence delivered to share with your LinkedIn connections daily. See Engage in action
• SmartSendReads each contact’s role and every real-time signal on their company, then writes an email about what they’re actually dealing with now — not a templated blast. Sends from your own inbox; up to 3 touches you preview and edit; stops the moment they reply. See SmartSend in action
• Daily AI-curated intelligence10 matches a day, scored to your ideal customer profile.
• Daily AI BriefingResearches your watchlist overnight — in your inbox by 7:30 AM ET.
• Market TrendsFunding, M&A & hiring momentum by industry and location, with drill-down to the companies behind every move.
• Deep Dive™ reportsAI company intelligence, 10 a month.
• Persona-aware setupAlerts, role filters, and saved searches pre-configured for your role.
• WorkVibz™ culture intelligenceEmployee sentiment scores plus weekly trends.
• Trademark filings on tracked companiesA 3–6 month heads-up before a product or brand launches.
• Bulk export + Push-to-HubSpot1,000 rows per run on every list page — 10,000 on annual.
• Personal onboarding callPlus guided Engage setup so you're live on day one.
• Mobile number revealsVia credit packs, from $0.50 a credit.

Best for: Individual sales reps and AEs who self-fund their stack and win on being first — fresh-funding, exec-change, and expansion signals with the contact and the opener already done.

Strategic

Real-time 8-K + interim alerts in Slack, ML predictions on what’s next, plus white-label briefs your clients can read.

Everything in Pro, plus:

• Compound Signal TrendsSee which industries are heating up across several signals at once — funding, hiring, permits, and new trademarks together.
• Trademark Velocity TrendsAn industry-level view of product-launch and brand activity — a 3–6 month read on what's being launched, and where.
• Stealth-Mode Inflection feedCompanies showing build-up signs — new permits and product trademarks — before they've announced any funding.
• Distress Cohort feedCompanies showing early signs of trouble — layoffs, leadership filings, and falling employee sentiment together.
• Lender Intelligence (UCC signals)Renewal Radar (liens lapsing soon = refi windows), Stacked Borrowers (2+ lenders), new secured debt, lien terminations & a Bridge Candidates scorer. California + Colorado today, expanding.
• Benefit Plans in Play (Form 5500)Recently funded companies with a benefit plan on record — renewal timing, headcount-vs-plan gap, the incumbent carrier from Schedule A, and a 65,000-broker directory.
• Money in Motion (exec moves × funding)Executives joining freshly funded companies — new comp package, a 401(k) to roll over, benefits in flux. Scored and refreshed daily.
• Real-time SEC filing alerts in SlackFiltered to the roles you care about (CFO, COO, etc.), with interim-appointment detection.
• Leadership shakeup intelligenceSpots clusters of executive exits (2+ in 90 days) and tracks unfilled seats — across the filings feed, daily brief, Slack, and every company card.
• Office expansion signalsBuilding permits across 6 metros (NYC, SF, LA, Chicago, Boston, Seattle), 30–90 days ahead of public lease announcements. See Office Expansions in action
• Predictive Intelligence™Forecasts a company's next likely move — funding, M&A, or an executive change.
• Saved MandatesStanding rules across job postings and executive transitions, with a daily and Monday-morning digest.
• Layoff filings (13 states)WARN Act notices — an early distress signal, up to 60 days' advance notice.
• Investor Intelligence34,000+ investors, their public holdings, and registered advisors.
• Unlimited email + 200 mobile reveals/moVerified contacts, with mobile numbers bundled in (Pro gets mobile via credit packs).
• FundzWatch™ website monitoringTrack up to 250 company websites for changes.
• Family Office deal flowCoverage of 184+ family offices.
• Unlimited Deep Dive™ reportsPlus 25 AI-curated leads a day.
• API access + white-label reports500 calls a day, with reports you can brand as your own.
• Dedicated account manager

Best for: Reps working SEC-filer accounts and change-driven deals — plus advisors, M&A teams, RIAs and PE/VC who need 8-K, leadership-shakeup, and the full investor/RIA dataset.

Team

Shared intelligence for your whole desk. Every funding round, exec hire, and hiring surge in your firm’s niches — pushed to your team and your ATS, with territories so no two reps chase the same company.

Everything in Strategic, plus:

• Shared lists & niche ICPsOne set of target accounts and ideal-customer profiles across the whole team.
• Pooled verified-email revealsThe team shares one balance instead of per-seat caps.
• Managed Bullhorn / ATS deliverySignals pushed straight into your applicant tracking system.
• Per-seat manager visibilitySee active claims, mobile reveals, and last-active for every seat on the team dashboard.
• Dedicated onboarding & CSM
• Volume pricing at 10+ seats

On request: Territory assignment & collision detection · native Bullhorn integration · admin & manager dashboards · SSO

Best for: Recruiting & search firms, M&A shops, and advisory teams who work the same niches together and need one shared signal feed, pooled reveals, and ATS delivery — without two reps chasing the same company.