Playbooks

Featured · 2026 Annual Field Report

The Rise of the Independent Business Advisor

Original research from public-company filings on senior leaders leaving and seats left empty, and what it means for independent advisors. Free.

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Sales reps, AEs and sales leaders

Every morning, the companies in your territory that just got a reason to buy: new money, a new leader, a new contract, a new office. Who to reach, why now, and a first email from your own inbox.

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Recruiters and talent firms

Pitch the search before the job is posted: executive seats left open, leadership overhauls, funded companies hiring now, roles stuck for 90 days, and layoffs that bring candidates onto the market.

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Fractional advisors and independent consultants

Reach companies at the moment they bring in outside help: a leader left with nobody in the seat, a new executive with a 90-day plan, a fresh round, an acquisition to integrate, or signs of financial pressure.

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M&A advisors and investment bankers

Be the first advisor in the room: leadership overhauls, financial pressure, acquisitions in your sectors, and the companies likely to be acquired next.

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CPAs, tax advisors and R&D credit consultants

Find the events that create tax and accounting work: fresh funding, acquisitions, an empty finance seat, auditor changes and restated financials.

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Marketing and PR agencies

Companies hire agencies right after something changes: a new round, a new marketing leader, a new office, a big contract or a launch. Reach them first, and watch your clients’ competitors for them.

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Investors: angels, VCs and private equity

Deal flow matched to your thesis, what the investors you follow just backed, who else is writing checks, new funds, and companies whose turnover or financial pressure says a deal may be coming.

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Wealth advisors and RIAs

Reach founders and executives at the moment their money changes: a company sale, a new role with new equity, a fresh round, or a retirement plan to roll over.

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Benefits brokers and retirement-plan advisors

Employers re-shopping benefits, with the plan renewal date, the incumbent carrier and the broker of record in hand before your first call.

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Software founders

Customers to reach today, your competitors watched for you, the buying moments that matter, and investors matched to your company when it is time to raise.

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API and data licensing

Put Fundz signals inside your own CRM, agent or product: the API, the Agent API, Fundz in Claude, delivery webhooks, and which data license fits your use.

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