Every advisor sees the same announcement the same morning, and the same owner gets the same call. Fundz brings more than a dozen signal types together on each company (a leadership shakeup, an 8-K, WARN layoffs, an expansion and more), ranks the company against your mandate, and shows who you already know there. Then it surfaces the verified contacts and drafts the outreach.
From Scattered Announcements to the Companies Worth a Call
Always a step behind.
See the companies in motion, the reasons on the card, who you already know there, and the verified contacts to act on them.
One layer alone is noise. Fundz brings them together on each company, so the ones in motion rise to the top of your day.
Everyone sees the single announcement. The advisor who sees the pattern on one company, and already knows someone there, starts the conversation with something relevant to say. In dealmaking, being better-informed and warmer isn't an advantage. It's the advantage.
Material events (change of control, debt restructuring, covenant violations, executive departures) parsed and AI-tagged as they're filed, and pushed to your Slack filtered to the roles you care about.
FundzWatch monitors tracked company websites — job-page changes, leadership-page edits, and other site changes (up to 250 sites) — so you catch the digital breadcrumbs around strategic intent.
A single signal is noise. But executive departure + debt filing + job page purge happening at the same company within 30 days? That's a distress pattern. Fundz connects these signals automatically.
New C-suite hires from PE backgrounds, sudden M&A advisory engagement disclosures, related-party transaction filings: the signals that a company is preparing for a transaction, spotted as they happen.
Static databases reflect deals after they're done. Fundz brings the activity around a company together while it's still in motion, and shows who you know there.
M&A advisors spend years building relationships. But staying top-of-mind with hundreds of contacts across your coverage universe? That's a full-time job on its own.
Engage turns every material event into a warm touchpoint. When a company in your network has a funding round, leadership change, or SEC filing, Engage cross-references your LinkedIn connections and drafts a personalized, context-aware note to your contact there, so you're reaching out with relevance, not a cold pitch. And when you want to reach a new contact, SmartSend writes the email from that person's role and what is happening at their company, from your own inbox, up to 3 touches you preview, stopping when they reply.
Company raises a round, files an 8-K, or loses a key exec? Engage identifies your connection there and queues a personalized note. The outreach feels organic because it is — it's grounded in a real event.
Engage surfaces contacts from your existing LinkedIn network, not purchased lists. These are people who already know you. The warm intro is already built in. You just need the right reason, and Fundz provides it.
Stop scheduling "just checking in" messages. Every Engage touchpoint is backed by a real event: "Saw the leadership transition at [Company] — would love to catch up about where things are headed." That's a reason to reach out.
The math is simple: An M&A advisor with a large coverage universe needs a steady stream of "stay warm" touchpoints just to maintain relationships. Engage makes that manageable — every message backed by a real event, not a template.
What changes when AI-powered deal intelligence replaces manual research.
The M&A world is going fractional. More advisors, bankers, and deal professionals are operating independently, without the analyst teams and enterprise data seats that bulge-bracket firms take for granted.
That doesn't mean you should compete with less intelligence. It means you need smarter intelligence — the kind that works while you're in meetings, monitors your coverage universe 24/7, and surfaces only the signals that matter.
Fundz gives independent M&A professionals the signal detection, pattern analysis, and drafted outreach that used to require a team of analysts and a stack of expensive data subscriptions — for a small fraction of the cost.
Billed annually, and the rate does not rise on renewal. A small fraction of what an enterprise data seat or a junior analyst costs, and worth it alongside what you already use. Figures above are approximate market estimates.
Whether you source deals, evaluate targets, or manage portfolios.
Spot companies with distress signals or leadership transitions early enough to start the conversation, with something relevant to say.
Monitor acquisition targets and the competitive landscape as things happen, with the full picture on each company and who you know there.
Find owners in motion: founder departures, restructuring filings and declining sentiment on the same company, plus who you already know there.
Track portfolio company health and bolt-on acquisition opportunities. Monitor sector activity and identify add-on targets before they go to market.
Stacked
M&A, exec, and 8-K events brought together on each company, as they happen
Warm
Who you already know at the companies in motion, from your own network
WARN
Layoff filings tracked across 13 states for early distress signals
45,000+
Investors for co-investor and LP intelligence
An AI agent can search for deals, but it doesn't know who you know, or which companies had 8-K filings correlating with executive departures and declining culture scores 6 months ago. Fundz does, because we've been building that pattern database for years.
10 years of proprietary signal data across funding, M&A, leadership, hiring and culture, woven through your own relationships. No chat model can assemble that combination.
You guys provide terrific insights to help analyze market trends.
Mark Mains
Elevation Capital
One advisory fee can cover Fundz for years. Calling cold on the same announcement as every other advisor costs you the conversation entirely.
Keep your deal database. Fundz is your deal radar: it surfaces the patterns around companies in motion, and who you know there. Multi-signal correlations across SEC filings, executive moves, culture health, and funding activity that no static database surfaces.
Enterprise-grade deal intelligence without the enterprise price tag.
Every day, acquisitions close, executives resign, and SEC filings reveal distress signals. Fundz brings them together on each company, ranks the company against your mandate, and shows who you already know there, so you reach out with something relevant to say.