Solutions · Agencies
Fundz for agencies
AI made execution free. Knowing first is the whole game now.
Agencies win new business right after something changes at a company, and keep clients by knowing what their competitors are doing before the client does. Fundz does both: it shows you the companies that just got budget and a reason to hire an agency, and it watches your clients' markets for you.
Win new clients
Agencies use the Sales dashboard. The cards under Your plays this week count the moments companies hire agencies, inside your own territory:
Just raised money
Your plays this week · last 7 days
TriggerA company closed a funding round.
WhoThe CMO or founder.
Why nowFresh budget, and often a launch to announce.
Next stepPitch a launch or growth plan tied to the round. Open Fundings
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoA new CMO or head of communications.
Why nowNew leaders review agencies in their first 90 days.
Next stepOffer a short outside review of one channel. Open Executives
Opening or expanding an office
Your plays this week · last 30 days
TriggerA company filed for new office space or a build-out.
WhoThe marketing leader.
Why nowA new location is a local launch waiting to happen.
Next stepPitch a local campaign for the new city. Open Office Expansions
Keep the clients you have
- Add each client and its main competitors to My targets or your Watchlist.
- When a competitor raises money, hires a new leader or launches a product, it shows up in Today.
- Bring your client a response plan before they ask. That is how an agency becomes hard to replace.
Launches across the market are on Products, and Trends shows which sectors are heating up.
Go deeper
The full routine, all six plays and example emails are in the agency playbook.
More roles: Solutions by role · All playbooks. Questions? Email support@fundz.net.
Last updated September 2026