How Will Fundz Help You?
Pick your role to see the moments that matter to you, who to reach, and the plays on your dashboard that find them.
SDR / BDR
Sales DevelopmentA daily list of accounts with a real reason to reach out, the right contact, and a first email sent from your own inbox
Before
Outreach with no reason behind it
After
A reason to reach out on every account
Know what changed at every account in your pipeline, and find new buyers with a reason to buy
Before
Hearing about changes at your accounts last
After
Every open deal watched for you
PE / VC Investor
Investment TeamDeal flow matched to your thesis, what other investors are backing, new funds and companies under pressure
Before
Seeing deals after everyone else
After
New rounds and co-investors in your sectors
Track deals in your sector, watch competitors and targets, and see who is likely to be acquired next
Before
Finding out about deals from the press
After
Your sector, watched every day
Reach clients at the moment they need outside help, with the person to call and the reason to call now
Before
Waiting for referrals
After
The companies that need you this week
Agency
Marketing / DigitalWin clients the moment they get budget, and bring existing clients news about their competitors first
Before
Pitching companies with no budget
After
New budget and new leaders, first
Don't See Your Role?
There are detailed playbooks for recruiters, wealth and benefits advisors, CPAs, M&A advisors, investors, software founders and more. The Quick Start Guide covers the basics for any role.