Flexible Options

Choose your fundraising approach

Start with the platform and scale up to Fundraise as a Service (FaaS) when you're ready.

Save 20% with quarterly billing

Platform License

The Fundex fundraising OS — organize your pipeline, run campaigns, and track every investor interaction.

$250/mo
  • Fundex OS License
  • Call & email activity tracking with weekly reports
  • Campaigns to enroll investors in organized workflows
  • Real-time campaign performance insights
  • Upload and manage your own investor leads
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Credit Package

Everything in Platform License plus immediate access to our verified investor database. Purchase credit packs separately to unlock contact details.

$1,250/mo

Save 20% billed quarterly

  • Included Fundex OS License
  • Immediate access to 12,000+ investors and 7,000+ funds, verified by Fidelman & Co.
  • Continuous data verification and real-time updates
  • Purchase credit packs to unlock individual investor contact details
  • Credits are available as add-ons — pay only for who you reach

Fundraise as a Service (FaaS)

Full-service fundraising managed by Fidelman & Co. — we handle your entire process from investor targeting to close.

Starting at $6,000/mo

+ 3% success fee

  • Build and execute your investor targeting strategy
  • Run outreach campaigns with qualified investor lists
  • Coordinate and schedule investor calls on your behalf
  • Comprehensive data collection and feedback analysis
  • Weekly performance reviews with full transparency
  • Pitch optimization and strategic advisory
  • Fundex dashboard access to track your raise in real time

Paid monthly in advance · No refunds · Cancel anytime

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Cancel anytime

Paid monthly in advance · No refunds · Access continues through the end of the billing period

FAQ

Frequently asked questions

Everything you need to know before getting started.

We offer a personalised demo so you can see the full product before committing. Use the Request Demo link to schedule one with our team.

The Platform License ($250/mo) gives you the Fundex OS — pipeline management, campaigns, call & email tracking, and the ability to upload your own investor contacts. The Credit Package ($1,250/mo) adds immediate access to our curated database of 12,000+ investors and 7,000+ funds. Credits to unlock individual investor profiles are purchased separately. The Platform License is included in every Credit Package.

Credits are used to unlock individual investor contact details from our verified database. They are not included in any subscription plan — they are purchased separately as top-up packs from your account settings. You only pay for the contacts you actually want to reach.

Yes. The Credit Package billed quarterly costs $3,000 every 3 months — equivalent to $1,000/mo — saving you 20% compared to monthly billing. Credits are purchased separately regardless of your billing cycle. The quarterly option is selected at checkout.

FaaS is a full-service fundraising offering where the Fidelman & Co. team manages your entire process — investor targeting, outreach campaigns, call coordination, pitch optimisation, and weekly performance reviews. You get access to the Fundex dashboard to track your raise in real time. Starting at $6,000/mo plus a 3% success fee.

FaaS clients receive access to the Fundex platform dashboard as part of the service to track their raise. No separate subscription purchase is required.

Yes — all plans are paid monthly in advance and can be cancelled at any time. There are no refunds. Your access continues through the end of the current billing period.

All pricing is in USD. Stripe handles payment processing with support for all major credit and debit cards. Invoicing is available for annual contracts.