Solutions · SDRs and BDRs
Fundz for SDRs and BDRs
AI made execution free. Knowing first is the whole game now.
Cold outreach works when there is a real reason behind it. Fundz gives you that reason for every account, every morning: it just raised, hired a new leader, won a contract, opened an office or started hiring. You spend your time reaching the right people instead of researching lists.
What changes for an SDR
- A list you did not have to build. Your Daily Companies, on your dashboard and by email each morning, ranked by what just happened and how well each account fits your targeting.
- A reason in every first line. Each account comes with the event behind it, so your opener is about them, not you.
- The right person, fast. Search each company's people for free and reveal only the email you need.
- Sending built in. SmartSend drafts an email that mentions the event and sends it from your own Gmail or Outlook, with follow-ups. Pro includes 30 SmartSend emails a day and Strategic 50.
Your daily routine
About 15 minutes, top to bottom of your dashboard. The page is laid out in the order you work it.
Minute 1
Read your Daily Intelligence Brief
On the Pro and Strategic plans, a short, plain-words summary of what happened overnight at companies you care about. Each item carries a suggested next step and, where Fundz has the right person, a SmartSend button and Add to targets. Daily Briefing
Minutes 2 to 8
Work Your Daily Companies
The companies picked for you today, ranked by what just happened at each one and how well it fits your targeting. Each row says why it is here. Pick the two or three you would most like to book a meeting with, open the company, and either SmartSend the right person or press Add to targets to work it over the next few weeks.
Minutes 8 to 15
Clear Today
One list of the companies you are already working: who replied, which follow-ups are due and what just happened at your targets. Deal with each row right there. Press Handled once you have answered a reply. How Today works
The plays to work first
Your dashboard's Your plays this week counts six buying moments in your territory. Three that suit high-volume outreach:
Just raised money
Your plays this week · last 7 days
TriggerA company closed a funding round.
WhoThe leader who owns your category.
Why nowFresh budget, spent over the next few months on hiring, tools and partners.
Next stepWork the new rounds in your territory every Monday and Thursday. Open Fundings
Raised money and hiring now
Your plays this week · funded in the last 12 months
TriggerRaised money in the last 12 months and posting jobs today.
WhoThe head of the team that is hiring.
Why nowMoney plus open roles means budget being spent now.
Next stepUse the open roles as your opener. Open Raised & Hiring
New senior leaders
Your plays this week · last 14 days
TriggerA company appointed a new senior executive.
WhoThe new leader.
Why nowNew executives review vendors in their first 90 days.
Next stepCongratulate, then offer one relevant idea. Open Executives
From account to sent email
- Open the company. Every company name on your dashboard opens its page: what just happened, funding history, hiring, momentum and the people. Company profiles
- Find the buyer. Search the company's people for free, then press Reveal email only on the person worth reaching. A reveal uses one contact credit.
- 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
- 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 routine, all six plays and example emails are in the sales playbook. To hand accounts to your AE cleanly, press Add to targets and set the stage in My targets, which syncs with HubSpot.
More roles: Solutions by role · All playbooks. Questions? Email support@fundz.net.
Last updated September 2026