Fundz

Who to call at Coastal, and when

Fundz watches for the moments Coastal starts buying, and tells you who to reach.

  • An alert the day Coastal raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Coastal, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Coastal. With Fundz connected, it knows.

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LaunchCoastal Announces Participation in Salesforce Partner Advisory Boards, Showcasing Industry Leadership

Feb 04, 2025
United StatesFinancial ServicesSoftwareArtificial IntelligenceFinanceSaaSLendingBankingConsulting

Product Description

Coastal, a leading Salesforce consultancy, has announced that four of its leaders will join the Salesforce Partner Advisory Boards to help shape future Salesforce products and innovations. This participation reflects Coastal's commitment to driving meaningful outcomes and ensuring clients benefit from the latest advancements.

Company Information

Company

Coastal

Location

United States

About

Coastal Financial Corporation (Nasdaq: CCB), is an Everett, Washington-based bank holding company with Coastal Community Bank (the “Bank”) a full-service commercial bank, as its sole wholly owned banking subsidiary. The Bank operates through its 14 branches in Snohomish, Island, and King Counties, the Internet, and its mobile banking application. The Bank, through its CCBX segment, provides banking as a service (“BaaS”) that allows our broker-dealer and digital financial service partners to offer their customers banking services. As of September 30, 2023, we had total assets of $3.68 billion, total gross loans of $2.97 billion, total deposits of $3.29 billion, and total shareholders’ equity of $284.5 million.

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

Fundz sees it the moment Coastal ships something new, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

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ML-powered predictions for Coastal's next move

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Product Launch Insights

What this usually means
Market expansion signals
New product launches often coincide with market expansion initiatives

Coastal shipped something new. Fundz reads product launches, trademark filings and hiring together.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.