Every consultant in your space gets the same funding alert, and the same founder hears the same congratulations ten times. Fundz brings more than a dozen signal types together on each company (a round, a new CRO, an acquisition, an expansion and more), ranks the company against your ideal client, and shows who you already know there. Then it drafts the note, so you walk in already knowing.
Annual: $49/mo, and the rate never rises. Tax-deductible business expense.
Your edge isn't a better pitch deck, and it isn't one more alert the other ten advisors also got. It's knowing which companies need what you do, why, and who you already know there. Fundz brings the signals together on each company you care about and ranks it against your ideal client.
Who you know
Funding, exec moves, M&A, SEC 8-K, hiring, layoffs, trademarks and more on each company, woven through your own network
7:30 AM ET
AI Daily Briefing in your inbox, researched overnight
$49/mo
A fraction of what enterprise platforms charge
Fundz is the intelligence edge that keeps you the most-informed person in the room.
The few companies worth your time each morning, with the reasons, the verified contacts, the warm path and a drafted opener, so you reach out with something genuinely useful, not a pitch.
Your prospects see dozens of generic LinkedIn comments, cold emails, and automated pitches every week. None of it builds trust. Here's what does, and what doesn't:
Generic comments add zero value. Everyone does this.
"I'd love to connect…" — deleted instantly. No signal, no reason to reply.
Mass DMs damage your reputation. People can tell.
Intel they don't have + ask for their take = trusted advisor.
Only one of these earns a reply. Fundz hands you the intelligence that makes it real, and drafts it from your own inbox with SmartSend.
Fundz brings funding rounds, M&A, exec changes, SEC filings, employee sentiment and more together on the companies your network works at, and delivers it to your Slack every morning. You share it with your network in 60 seconds. No pitch, no ask. Just value that makes people think: "How does this person always know what's happening?" That's how advisory engagements start.
Your prospects can spot a pitch from a mile away. But when you share intelligence they can't get elsewhere — and ask for their take — that's a conversation they want to have.
"Hi Sarah, I'm a fractional CFO with 15+ years of experience helping companies scale. I'd love to connect and explore if there's a fit. Would you be open to a quick call?"
No intelligence. No value. No reason to reply. This is what everyone sends — and what your prospects have trained themselves to ignore.
"Sarah, your post about scaling ops caught my eye — especially with Acme's $12M Series B last week. I'm tracking an interesting pattern: Komerz acquired Glassbox right after their B round for exactly this reason. Companies at your stage tend to hit an infrastructure wall around month 4. Curious what you're seeing on the ground?"
References their post. Drops intelligence they don't have. Asks for their take — not a meeting. This is how trusted advisors start conversations.
The difference isn't better copywriting. It's the whole picture on the company, and knowing someone there. Fundz pairs the stacked signals with who you know and the verified contacts, and drafts the opener for you. That's the advisor engine, not another search box.
Every morning, Fundz delivers intelligence about your network. You share it. Trust compounds. Here's how:
Enterprise data platform
~$30K/yr
Enterprise contract
Company database, business tier
$199/mo
Annual plan
Fundz Pro
$49/mo
billed annually
Fundz brings funding, exec moves, M&A and SEC analysis together on each company, ranks it against your ideal client, shows who you know there, and drafts the outreach. Self-serve, and worth it alongside what you already use.
The question isn't whether you can afford Fundz. It's whether you can afford to miss the next client who needed you, at a company where you already knew someone.
Built for the people who need to be the smartest person in the room.
Monitor all your clients’ markets from one dashboard. Daily Briefing briefs you every morning with what changed overnight.
Funding, M&A, and hiring brought together across your clients’ markets, in one daily brief.
Add market context to every coaching session. Reference real events in your clients’ industries to deepen trust.
The companies about to hire, from funding and exec moves together, and who you know there.
SEC 8-K analysis, predictive intelligence, and 39,000+ investors with their 13F holdings, at an independent price.
Hours spent, same alerts as everyone.
5 minutes/day. Nothing missed.
What sits behind each morning's few companies, the reasons on the card, and your way in.
Your AI analyst works overnight. Every morning, get a personalized intelligence brief based on your watchlist, favorites, and tracked industries.
AI correlates funding + hiring + M&A + SEC filings to identify high-intent companies and market shifts before they’re obvious.
Timely, signal-based insights to share with your network in your voice. Included with Pro and Strategic.
Reads each contact’s role and every signal on their company, then drafts an email about what they’re dealing with now — from your own inbox, up to 3 touches, and follow-ups stop when they reply on Outlook and wait for your OK on Gmail.
One-click AI-powered strategic intelligence on any company. Combines Fundz signals with live web research.
Forecasts a company’s next likely move — funding, M&A, or an executive change.
AI pattern detection across SEC filings, plus 39,000+ investors, their 13F holdings, and 27,600 registered advisors.
Spot companies in transition early. Declining WorkVibz culture scores from multiple leading review platforms often precede leadership changes, a reason to reach out.
What you get at an independent price, alongside what you already use.
Real workflows for real consulting practices.
Signal
Series A funding round
Action
Reaches out within 24 hours to offer go-to-market strategy
"I noticed your $8M raise — companies at this stage typically need to build their demand gen engine. I help B2B SaaS companies scale from $2M to $10M ARR."
Signal
Acquisition completed
Action
Offers post-merger integration expertise
"Congratulations on the acquisition of DataCorp. Integration is where 70% of M&A value is won or lost. I've guided 12 post-acquisition integrations."
Signal
VP Finance departure
Action
Offers to bridge the gap during the search
"I saw your VP Finance recently moved on. I help growth-stage companies maintain financial operations during leadership transitions — without the full-time commitment."
Most consultants choose annual — it's a tax-deductible business expense.
Annual: $49/mo ($588) — rate does not rise on renewal
Annual: $99/mo ($1,188), permanent
Billed annually, or book a demo first.
A chat model can't know what happened this morning or who you know. Fundz brings live signals together on each company, ranks it against your ideal client, and weaves in your network. That's not the same conversation.
What an AI agent tells you
"Company X raised funding."
What Fundz tells you
"Company X raised $15M Series B, hired 4 sellers, their WorkVibz score dropped 25%, and your LinkedIn connection Sarah Chen just posted about their growth challenges — here's a ready-to-send DM."
We love AI. We use AI everywhere. But AI is only as good as what feeds it: more than a dozen live signal types from direct sources, ranked to you, woven through your own relationships. No chat model can assemble that combination.
The companies you'd want to advise are raising, hiring and restructuring. Fundz shows you which ones fit you, who you already know there, and drafts the outreach.