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

Fundz tells you which companies just raised money, hired a new leader, got acquired, won a contract or started hiring, picks the ones that fit your work, and helps you reach the right person first. This guide gets you from sign-up to your first conversation.

1. Tell Fundz who you sell to

This is the step everything else depends on. The first time you log in, the guided setup asks, in plain words, what you sell, who buys it and where. It takes about two minutes. Your first list of leads starts building the moment you save and is usually ready in about five minutes. No leads go out until this step is done.

Be specific about where you can sell. Pick the states or cities you can actually serve rather than a whole country.
Describe your ideal customer in your own words, or pick industries and company sizes.
Someone else works your leads? Pro and Strategic include one seat for an assistant or colleague. Name them at the start of setup and they get their own login. Your included seat

You can change any of this later under Account, Targeting. Prefer not to fill in forms? Click Set up with Claude there, or say Set up Fundz. in ChatGPT or Claude once Fundz is connected (step 2), and just describe who you sell to. How the guided setup works

2. Add Fundz to ChatGPT or Claude

On Pro and Strategic, Fundz works inside both. Connect the one you use, or both, in about two minutes each at Add Fundz to ChatGPT or Claude. Then ask one question each morning, "Who are we going to sell to today?", and get your day: who to contact, why now, and who you already know.

Use Fundz inside ChatGPT and Use Fundz inside Claude: every click, and how to refresh the Fundz tools when something new is added
Set up Fundz with one prompt and get the most from Fundz in ChatGPT and Claude

3. Pick companies to keep an eye on

Type a few company websites at Pick companies: customers, companies you would like to work with, competitors, partners. Fundz tells you whenever one of them raises money, hires or loses an executive, makes an acquisition, signs a deal or files with the SEC. They all live in My Accounts, and you can add any company from its page. My Accounts

Working a deal? My targets keeps stage, value and next step for the companies you are pursuing, and syncs with HubSpot. My targets

Until these three are done, your dashboard shows a short Finish setting up Fundz list with whatever is still open.

4. Start each morning with your list

Daily Leads. The newest companies scored against your targeting, each with the reason it matters now, in your inbox and in the app. How Daily Leads works
Daily Briefing. A short, plain-words summary of what happened at the companies you care about, with a suggested next step. Daily Briefing
Your dashboard. Arranged for the role you chose at sign-up. The plays for the week are counted inside your own saved filters, and every company or investor name opens its page. Dashboard
Today. One list of who to contact, who replied and what to do next. How Today works

Fundz also looks ahead. Predictive Intelligence flags the companies in your saved filters most likely to raise or be acquired next, so you can start the conversation before the news.

5. Reach the right person

Open a company page. It shows the decision makers with contact details, and which of your LinkedIn connections can introduce you. Company profiles
Connect your inbox once: Account, Integrations & Alerts, Integrations, then Sending email. Gmail and Outlook both work.
Click SmartSend on a contact. Fundz drafts an email that references what just happened at the company. Edit it if you like, and it sends from your own address with follow-ups scheduled. On Outlook, a reply stops the follow-ups automatically. On Gmail, each follow-up waits for your OK on Today. SmartSend

6. Just ask

Type or say what you want, like "Series A fintech companies in Texas that are hiring", and Fundz builds the list for you. Talk to Fundz

7. Bring Fundz into the tools you already use

Slack for alerts and daily Engage cards in a channel
HubSpot and Salesforce to push companies and contacts into your CRM
All integrations, including the Chrome extension, LinkedIn messages through HeyReach and the API

8. Use the playbook for your role

Each playbook shows the events that matter most for your job and exactly what to do when one fires: sales, recruiters, advisors and consultants, investors and founders. See all playbooks

Want a hand? On Pro and Strategic, our team does these steps with you on a short call. Email support@fundz.net and we will book it.

Last updated November 2026

Quick Start Guide