Strategic Execution
Track real time investor outreach analytics to continuously improve outcomes and efficiency.
Precision Targeting
Expertly curated investor data that allows you to connect with interested investors using a personalized approach.
Expert-Guided Platform
Personalized onboarding and bi-weekly reports to help optimize your process and ensure success.
Proven Process
Access the same platform and data used by investment banking professionals.
Who We Serve
Fundex is built to support both founders raising capital and fund managers seeking limited partners.
For Founders
- Connect with interested investors who match your specific fundraising needs
- Access investor information verified by investment banking professionals
- Get personalized onboarding with expert guidance on your campaign
- Receive weekly customized investor lead lists from our data team
- Streamline your fundraising process with proven methodologies
For Fund Managers
- Identify limited partners with appropriate investment mandates
- Access our same platform trusted by successful investment banking teams
- Get custom "how-to-guide" during personalized onboarding
- Leverage our proprietary data aggregated from multiple financial intelligence sources
- Scale your fundraising efforts with proven outreach workflows
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 |
|---|---|---|---|---|---|
| Expert Banker Guidance | |||||
| Verified Investor Data | |||||
| Verified Contact Information | |||||
| Functional CRM with outreach | |||||
| Bi-Weekly Reporting and Advisory Meetings | |||||
| 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.
Capital Raise Overview
Last 30 days performance
Capital Raise Progress
Recent Activities
Sequoia Capital
Today, 2:30 PMAndreessen Horowitz
Today, 10:00 AMmeeting
CompletedAccel Partners
Yesterday, 4:15 PMcall
CompletedBenchmark
Apr 27, 11:45 AMChoose your fundraising approach
Start with the Fundex platform and add investment banking services as needed through our Fundraise-as-a-Service (FaaS) offering.
Fundex Platform
A guided fundraising CRM with high-quality investor data, helping you organize and execute your fundraising strategy with precision and intelligence.
- Weekly curated investor lists tailored to your fundraising goals
- Comprehensive proprietary investor intelligence database
- Continuous data verification and real-time updates
- Bi-weekly strategic reports and fundraising consultation meetings
Investment Banking by Fidelman & Co
Full-service investment banking that combines human expertise with the Fundex platform to streamline your fundraising process.
- Set Up Complete Fundraising Infrastructure
- Develop Targeting Thesis and Build Investor Lists
- Qualify Investors and Execute Outreach Campaigns
- Coordinate Investor Calls and Schedule Meetings
- Comprehensive Data Collection and Feedback Analysis
- Weekly Performance Reviews with Full Transparency
- Pitch Optimization and Strategic Advisory