Every Fund Gets the Same Alerts. The Edge Is the Stack, and Who You Know.
A going-concern warning, a CFO exit, a new credit facility: the same filing reaches every firm on the street at once. Fundz brings more than a dozen live signal types together on each company, from 8-Ks and fundings to executive moves, hiring and culture, ranks every company against your thesis, and shows who you already know there and which funds are deploying alongside. Not more alerts: the few companies worth your time.
Know every investor, and every company they back
Profiles built from the rounds investors actually join: what they back, how often they lead, who they invest with, and what their portfolio companies are likely to do next.
The Problem Is Not a Lack of Signals
Investment teams already pay for data and alerts. So does every competing fund, which is why the same alert rarely wins the deal.
Private-market database
$20-40K
Per seat/year
Market terminal
$24K+
Per seat/year
Financial data suite
$20K+
Per seat/year
Fundz Strategic
$1,188
Per seat/year. The rate never rises
Those tools are worth keeping. What a single feed cannot do is put one filing next to everything else happening at the same company. A going concern warning filed at 4 PM on a Friday. An auditor change three days before earnings. A CFO exit and a WARN notice. On their own, four alerts. Fundz brings them together on one company record, beside fundings, hiring and culture health, so the pattern is the signal, not any one filing.
One distressed asset flagged before it's shopped, or one portfolio risk caught at filing instead of at the next board meeting, pays for Fundz many times over. Fundz gives you patterns: SEC filings, executive moves, funding rounds and culture health on the same company, ranked against your thesis, with who you already know there. It's not either/or. It's worth it alongside what you already use.
How Investor Intelligence Actually Changes
The difference between one more alert and a company where the filing, the executive move and the hiring all point the same way, and you know someone there.
Before Fundz
Manual SEC filing review — analysts skimming EDGAR hoping to catch material events
The same alerts every other fund receives, with no sense of which ones fit your thesis
Generic deal lists with no ranking against your thesis
No multi-signal correlation — a CEO departure, auditor change, and debt filing are three separate data points
Cold outreach to targets with no signal context or warm connection path
Portfolio blind spots: material events at portfolio companies surface in board meetings, not as they happen
With Fundz
AI-tagged 8-K filings in plain English as they are filed, no manual review needed
Signals brought together per company: 8-K + exec departure + hiring change = distress pattern identified automatically
Predictive scoring highlights companies showing expansion, distress, or M&A readiness signals
Investor profiles show which funds are deploying in your space, and who you know there
Engage surfaces warm connections and drafts signal-anchored outreach for deal sourcing
Portfolio monitoring catches material events as they are filed, not at the next board meeting
What the 8-K Adds to the Stack
Direct SEC 8-K filings, classified and ranked, then set beside everything else Fundz sees at the same company.
Critical Distress Signals
Going concern warnings, bankruptcy filings, and liquidity crises detected from 8-K filings as they are filed.
Audit & Compliance Red Flags
Auditor changes, restatements, internal control weaknesses, and SEC comment letters flagged immediately.
Material Contract Terminations
Lost customers, terminated partnerships, and revoked licenses that signal revenue risk.
Companies with Multiple 8-K Filings
Identify companies filing multiple 8-Ks in short windows — a leading indicator of material change.
New Debt Facilities
Credit agreements, revolving facilities, and convertible notes — track who is raising capital and on what terms.
Corporate Restructuring
Divestitures, spin-offs, reorganizations, and asset sales that reshape corporate structure.
Executive Leadership Transitions
CEO, CFO, and board changes — the earliest signal of strategic pivot or governance shift.
M&A Deal Pipeline
Acquisitions, mergers, tender offers, and definitive agreements tracked from filing to close.
One Company Record. Everything Happening There.
Filings, people, culture, investors and the warm way in, all landing on the same company. The combination is the product.
Every Stage of the Deal Lifecycle
From sourcing the deal to monitoring the portfolio company two years later — Fundz is the intelligence layer that never sleeps.
Deal Sourcing
Identify acquisition targets, distressed assets, and companies raising capital where several signals line up and you already know someone.
Due Diligence
Surface audit red flags, compliance issues, contract terminations, and leadership instability during evaluation.
Portfolio Monitoring
Track up to 250 portfolio companies for material events, leadership changes, and distress signals as they happen.
Competitive Intelligence
Monitor competitors of portfolio companies — M&A moves, new debt, restructuring, and executive departures.
Risk Detection
Catch going concern warnings, auditor changes, and multi-filing patterns before they become headlines.
LP Reporting
Generate data-backed market intelligence for LP updates — sector trends, deal flow, and portfolio event timelines.
Your Network, Read Against Your Thesis
Even in PE/VC, warm intros win. When a company matching your thesis moves, Engage shows who you already know there and helps you reach the right people with the right context, before the deal hits the market.
The fractional economy matters here too. PE and VC firms increasingly place fractional CFOs, CROs, and operators at portfolio companies. Engage helps you connect with these professionals — the people closest to the operational reality — using the same signal-driven approach.
Plans That Scale with Your Team
Terminal-grade intelligence at a fraction of terminal pricing. Annual intro pricing available for new users.
Pro
Strategic
One Filing Is a Data Point. The Stack Is the Deal.
An AI agent can read a single SEC filing but has no structured history to recognize patterns. Fundz has years of temporal context — so a CFO exit, a new debt facility, and a culture-score decline at the same company read as one distress pattern, not three disconnected data points.
We use AI everywhere, for parsing, scoring, and summarization. What makes the intelligence hard to replicate is underneath: more than a dozen live signal types brought together on each company, cross-checked with our Verified Signals review, and woven through your own network. No chat model can assemble that combination.
“You guys provide terrific insights to help analyze market trends.”
Mark Mains
Elevation Capital
Your Next Deal Already Has a Stack, and a Warm Path
Somewhere a company in your thesis just filed, named a new CFO and started hiring. Fundz puts that on one card, ranks it against your thesis, and shows who you already know there.