Every agency chases the same funding alerts, so the newly funded CMO hears the same pitch from a dozen shops. Fundz brings more than a dozen signal types together on each company (a raise, a new marketing leader, open roles, an acquisition and more), ranks the company against your ideal client, and shows who you already know there. Then it hands you the verified contact and drafts the note.
"Fundz has been an essential part of my prospecting workflow for years. As someone working across B2B and SaaS clients, staying ahead of funding events and company milestones is critical — it tells me exactly when a company is ready to invest in growth. Fundz delivers that signal in real time, so I can reach the right prospects at the right moment. It's one of the few tools I recommend to every client without hesitation."
Paul Mosenson
Founder, NuSpark Marketing
Most agencies are stuck in a cycle that limits growth and commoditizes their expertise.
When every agency buys the same list and gets the same alert, you're pitching prospects who already heard ten pitches, already chose a vendor, or aren't in-market at all.
Clients can get SEO, PPC, and content anywhere. Without unique data, you compete on price.
Hours spent searching the web for the right accounts and a reason to call. It doesn't scale.
You know who to target but lack automated, personalized outreach that books meetings consistently.
The dirty secret of the agency world: everyone is chasing the same signals, running the same playbooks, and delivering the same generic lead lists. Fundz gives you something genuinely different to sell.
Every agency walks into a prospect meeting with the same exports, the same lists and the same alerts. The pitch is identical. The only differentiator left is price, and that is a race to the bottom.
Fundz brings funding rounds, M&A activity, executive moves, SEC filings and more together on each company as they happen, then ranks the company against your ideal client. One signal is a coincidence; the stack is the pitch.
Engage shows who you already know at the companies that fit, and hands you the day's most relevant intelligence to share in your own voice. SmartSend reads each contact's role and what is happening at their company, then writes the email about what they're actually dealing with now, sent from your own inbox, up to three touches you preview and edit, and follow-ups stop when they reply on Outlook and wait for your OK on Gmail.
Exec moves and SEC 8-K leadership shakeups, M&A, hiring surges, WARN layoff filings, USPTO trademark filings ahead of a launch, and office-expansion permits where available, all on the same company card. So you walk into a conversation knowing something the prospect's other vendors don't.
A company that fits you shows a stack of reasons. You see who you already know there and the right contacts, ranked to who you sell to. The draft writes itself from what's actually happening at that company. You review and send.
Funding rounds, exec hires, and acquisitions brought together on the companies you track, ranked against your ideal client, with the decision-maker, who you already know there, and a ready-to-send opener attached.
Every touch is anchored to something that just happened (a raise, a new CRO, an expansion), so your outreach lands as relevant instead of cold.
Whether you're prospecting for your agency or advising a client, you show up with the whole picture on the company and a warm way in: the kind of insight that makes you the call they take.
This isn't another dashboard you forget to log into. It does the watching, ranking, and first-draft writing for you, every day: the few companies worth pitching and your way in.
You wake up to the few companies worth your time (just raised, made an acquisition, or hired a new executive), ranked against your ideal customer profile, with the reasons on the card.
SmartSend reads each contact's role and the live signals on their company, then drafts the email about what they're dealing with now, from your own inbox, up to three touches, stopping when they reply. You review and send; nothing goes out without you.
FundzWatch tracks competitor websites, key accounts, and market movements. You see when a competitor launches a new product or a target account makes a strategic move. (Strategic.)
The Daily AI Briefing researches your watchlist overnight and lands in your inbox by 7:30 AM ET — market activity, what it means, and recommended next moves.
Employee-sentiment scores aggregated from multiple leading employer-review platforms, with trends over time — the inside-out signal that flags companies in transition. (Strategic.)
The value shows up daily — relevant companies surfaced, contacts ranked, drafts written. That's the difference between a tool you renew and one you cancel.
Deliver enterprise-grade market intelligence without building the infrastructure yourself.
Generate Claude-written one-page briefs and put your agency's name on them. The intelligence is ours; the deliverable is yours. (Strategic.)
AI-built company intelligence reports you can pull for any account or pitch — 5 a day on Pro, unlimited on Strategic.
Stand up saved searches and mandates for each niche or account you work, with a daily and Monday-morning digest so nothing slips. (Strategic.)
Pull verified signals into your own tools via JSON API (50 calls/day on Pro, 500/day on Strategic), or push contacts straight to HubSpot and Salesforce.
Fractional executives and independent consultants share the same gap: business development disappears as soon as client work begins. Fundz keeps watching while you're heads-down.
If you're a fractional exec, independent consultant, or solo advisor, business development is the first thing that disappears when client work picks up. Fundz keeps watching while you're heads-down — surfacing companies that just became relevant and drafting the first outreach — so prospecting doesn't stop the day you get busy. No promises about a full pipeline; just the signal and the first draft, ready when you are.
Your differentiation isn't the AI. Everyone has the same AI. It's what you feed it: live market events brought together on each company, ranked against your ideal client, woven through who you already know. No chat model can assemble that combination.
10 years of structured event data. More than a dozen live signal types (funding, exec moves, M&A, SEC 8-K, hiring surges, WARN layoffs, trademark filings and more), verified and delivered as they happen.
Whether you run a team of 50 or you are a solo consultant, Fundz scales with your business.
Find clients with fresh budget, and prospect for them, too
Add data-driven ABM campaigns to your offering
Punch above your weight with enterprise-grade intelligence
Monitor markets and trigger timely outreach for clients
Fundz starts at $49/mo Pro, $99/mo Strategic and $299/mo Firm for three seats, all billed annually. For the price of a single tool, you get the advisor engine: signals as they happen, ICP-ranked verified contacts, the Daily AI Briefing, Engage, and SmartSend. Strategic adds SEC 8-K alerts, predictions, white-label Search Briefs and the investor/RIA dataset. See exactly what's in each plan on the pricing page.
Fundz helped me find startups that I couldn’t find in the other databases. I was able to make great connections and some really good sales!
Chris Szentmiklosy
Business Performance Advisor, Insperity
Fundz is $29/mo Starter, $49/mo Pro and $99/mo Strategic, billed annually. For one subscription, you get the action and intelligence layer the generic databases don't have, plus a reason to be the call your prospects take.
Every new customer gets guided setup: Olivia, our AI onboarding guide, captures your ICP and gets you live on day one, or book a call with our team.
Stop pitching from the same lists and alerts as everyone else. Show up at the companies with fresh budget, through someone you know, with the draft already written.