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Companies bring in outside help at predictable moments: a leader leaves and nobody fills the seat, a new executive arrives with a 90-day plan, they raise money, buy a business or come under financial pressure. The Advisory dashboard shows you those companies every morning, with the person to call and the reason to call now.

What your dashboard shows

  • Leaders left with nobody in the seat. The list at the very top: six companies where a senior leader left and nobody has been named, with the full list one click away.
  • Clients to reach today. Companies picked for you each morning, ranked by what just happened and how well each fits the clients you serve.
  • Your plays this week. Five more cards: financial pressure, leadership overhauls, acquisitions, new senior leaders and new funding.
  • What happens next. Companies likely to raise next or be acquired, from your saved filter.

The moments that bring in outside help

Leaders left with nobody in the seat
Top of your dashboard · last 30 days
TriggerA senior leader left a public company and nobody has been named.
WhoThe CEO or the board member running the search.
Why nowCompanies covering a gap at the top often bring in interim or fractional help.
Next stepOffer to cover the gap with a clear 90-day plan. Open the full list
Companies under financial pressure
Your plays this week · last 30 days
TriggerA filing reports an open problem: a bankruptcy filing, a lender calling a loan, an exchange listing notice, restated financials, or an auditor change with a going-concern or control warning. Routine auditor changes and companies back in compliance are left out.
WhoThe CEO or CFO.
Why nowCompanies under pressure need a plan and credibility, fast.
Next stepLead with the specific problem and your first 30 days. Open the full list
Companies that just bought or sold a business
Your plays this week · last 30 days
TriggerA company bought or sold a business.
WhoThe executive leading the integration.
Why nowIntegration means new leaders, new systems and outside help in the months after a deal.
Next stepOffer integration help for your function. Open Acquisitions

Serve your clients better

Add each client to My targets. Their funding, leadership changes and deals show up in Today, so you walk into every meeting knowing what changed. Company pages add funding history, hiring and momentum for your prep. Company profiles

Go deeper

Pick the playbook closest to your practice: fractional advisors and consultants, M&A advisors or CPAs and tax advisors. Each has the full daily routine, every play and example emails.

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