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Solutions · Account executives

Fundz for account executives

AI made execution free. Knowing first is the whole game now.

Deals stall when something changes at the account and you hear about it last: a new executive, a new round, an acquisition. Fundz watches every company in your pipeline and your territory and tells you first, so you can re-engage, multi-thread and get ahead of the change.

What changes for an AE

  • Every open deal, watched. Press Add to targets on your accounts and their news shows up in Today on your dashboard. Tick Email me when there's news at my targets on My targets to get it by email too.
  • Change at the top, early. The A decision-maker is about to change card lists public companies where a senior leader left and nobody has been named.
  • New accounts with a reason to buy. Your Daily Companies and six buying-moment cards, counted in your own territory.
  • A warm way in. Engage matches signals at your target companies to your own LinkedIn connections.

A simple routine

Daily
Clear Today
Replies, follow-ups due and news at your targets, each with an action right there. How Today works
Monday
Check your plays
Work the cards with the biggest counts in your saved filters, and look at Likely to raise next under What happens next for accounts about to get budget.
Before every call
Open the company page
What just happened, funding history, hiring and momentum on one page. Company profiles
Friday
Update My targets
Stage, next step and value for each deal. It syncs with HubSpot.

The plays that move deals

A decision-maker is about to change
Your plays this week · last 30 days
TriggerA senior leader left a public company and nobody has been named.
WhoWhoever is covering the seat, then the replacement.
Why nowTheir replacement will review vendors in the first 90 days. Your deal is at risk, or a competitor's is.
Next stepMulti-thread now: add a second and third contact before the new leader arrives. Open the full list
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoThe new leader.
Why nowNew executives rebuild their teams and review vendors in their first 90 days.
Next stepIf it is an open deal, re-introduce the business case. If not, start the conversation. Open Executives
Just won a big contract
Your plays this week · last 7 days
TriggerA company won a large contract.
WhoThe executive delivering it.
Why nowDelivery takes people, systems and partners, often fast.
Next stepTie your proposal to delivering the contract on time. Open Agreements

Reach more people in the account

  1. Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
  2. Find the second and third stakeholder. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
  3. SmartSend. Fundz drafts a short email that mentions the event, you edit it, and it goes from your own inbox. Follow-ups stop when they reply on Outlook, and wait for your OK on Gmail. SmartSend
  4. Or warm it up first. Engage matches the signals at your target companies to your own LinkedIn connections, so you can start with someone you already know.

Go deeper

The full daily and weekly routine, all six plays and example emails are in the sales playbook.

More roles: Solutions by role · All playbooks. Questions? Email support@fundz.net.
Last updated September 2026
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