Expert-Guided Targeting
Personalized onboarding with a banker who helps establish targeting, provides ~ 125 leads weekly, and offers ongoing targeting support.
Verified Contact Info
Over 7,000 funds and 12,000 investors have been enriched and verified by investment bankers.
Strategic Guidence
Personal guidence and feedback on outreach campaing and investor material.
Proven Process
Access the same platform and methodology used by our successful investment banking team.
Who We Serve
Fundex is built to support both founders raising capital, fund managers and advisors 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
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 within a centralized dashboard
- Track investor engagement, document views, and outreach activity across all mandates in real time
- Monthly subscriptions available
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.
Investor Dashboard
Tasks Due
6
+20% vs last week
View tasks
Campaign Enrollments
84
+12% active investors
View campaigns
Total Emails Sent
1,248
+18% across campaigns
Reply Rate
27%
+4% avg. across campaigns
Deck Requests
19
+9% total requests
Meetings Scheduled
14
+16% upcoming meetings
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
Choose 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.
- Define your own strategy and messaging
- Upload investor leads and data
- Use campaigns to enroll investors in organized workflows with real-time insights
- Track results from weekly reports to refine messaging, targeting, and strategy
Investment Banking by Fidelman & Co
Full-service investment banking that combines human expertise with the Fundex platform to streamline your fundraising process.
- Fundraising preparation and material review
- Weekly curated investor lists tailored to your fundraising goals
- Comprehensive proprietary investor intelligence database
- Continuous data verification and real-time update