The Fundraising Operating System
Raise capital more effectively with the same platform used by investment banking professionals every day.
Our platform leverages over $125,000 in annual financial data sources:
Who We Serve
Fundex is built to support both founders raising capital, fund managers and advisors seeking limited partners.
For Founders
- Connect with investors who match your specific fundraising needs
- Access the same operating system and database used by investment bankers across hundreds of successful fundraising campaigns
- Automate workflows, track activities and manage pipeline in one place
- Optimize your fundraising process with proven methodologies
For Fund Managers
- Identify limited partners with appropriate investment mandates
- Access the same operating system and database used by investment bankers across hundreds of successful fundraising campaigns
- Automate workflows, track activities and manage pipeline in one place
- Scale and optimize your fundraising process with proven methodologies
For Advisors
- White label solution to use with internal team and external clients
- Access to aggregated, verified and enriched investor contact data on a monthly basis
- Manage multiple client fundraises simultaneously
- Track investor engagement, document views, and outreach activity across all mandates in real time
How Fundex compares to alternatives
See how our approach compares to traditional investment banking services, data platforms, and DIY fundraising methods.
| Feature | FundexSmart Fundraising | PitchBookData Platform | ZoomInfoContact Data | Traditional IBFull Service | DIY ApproachSelf-Directed |
|---|---|---|---|---|---|
| Banker Data Enrichment | |||||
| Verified Investor Data | |||||
| Verified Contact Information | |||||
| Functional CRM with outreach | |||||
| Subscription Term | Monthly | Annual | Annual | Quarterly | N/A |
| Cost Structure |
Your complete fundraising platform
Manage your entire fundraising process in one place, from investor outreach to deal closure.
Investor Dashboard
Tasks Due
6
View tasks
Campaign Enrollments
84
View campaigns
Total Emails Sent
1,248
Reply Rate
27%
Deck Requests
19
Meetings Scheduled
14
Upcoming Tasks
Tasks due in the next week
No upcoming tasks
Recent Investors
New investors added to your database
John Smith
San Francisco, CA
20/02/2026
License our Operating System and access our Investor Database
Start with a Fundex operating system license to manage your Fundraising campaigns. Add Database Access and Lead Credits to tap into banker verified, active investors information.
Fundex Platform
- Define your own strategy and upload investor leads and data
- Call & Email through the platform tracking results in weekly reports
- Use campaigns to enroll investors in organized workflows with real-time insights
- Centralized intelligence on investor traction
Verified Investor Database and Lead Credits
- Immediate access to all funds so users can decide when to use credits
- 400 monthly investor credits with additional available for purchase
- 12,000 investors and 7,000 funds that have been engaged, verified and data enhanced by F&Co. banking team
- Continuous data verification and real-time updates
- Included OS user license