Find the right investors.
Close your round faster.
The same platform investment bankers use every day — investor discovery, outreach campaigns, pipeline tracking, and data room intelligence in one place.
Try it — click Unlock to reveal investor contacts
Who We Serve
Built for everyone in the capital stack
Whether you're a founder running your first raise or a banker managing twenty mandates, Fundex adapts to your workflow.
Founders
Raise your round without the chaos.
- Connect with investors matched to your thesis, stage, and geography
- Run structured outreach campaigns with templated sequences
- Track every touchpoint — email opens, calls, deck views — in one timeline
Fund Managers
LP outreach at scale, without the spreadsheets.
- Identify limited partners with the right investment mandates
- Manage your pipeline from target to soft commit in a single Kanban
- White-label data room and reporting for LP communications
Advisors & Bankers
Manage multiple mandates without losing context.
- White-label solution for your internal team and external clients
- Run parallel fundraises across multiple clients simultaneously
- Full activity and engagement reporting per mandate, per week
How it works
From first search to closed commitment
A structured, repeatable workflow that replaces spreadsheets, scattered emails, and expensive data subscriptions.
Define your targets
Search 13,000+ banker-verified investors filtered by stage, thesis, geography, and check size. Every match is ranked against your fundraising profile — so you spend time on fit, not research.
investors in the database
13,284
Everything in one place
A complete stack for raising capital
Every tool you need — from first investor contact to closed deal — without switching between platforms.
Investor Database
12,000+ investors and 7,000+ funds enriched, verified, and updated monthly by investment banking professionals.
Outreach Campaigns
Multi-step email sequences with per-investor personalization, open tracking, and auto-unenroll on reply.
Pipeline Management
Kanban-style pipeline with fundraising-specific stages — from Targeted through Soft Commit and Closed.
Data Room
Share pitch decks with tokenized links and track exactly who viewed each page, for how long, and when.
Integrated Calling
Browser-based calls via WebRTC. Every call is logged automatically against the investor's timeline.
Investor 360
One canonical profile per investor — contact info, email history, calls, data room views, tasks, and pipeline stage.
How we compare
More coverage, built for fundraising
We replaced spreadsheets, PitchBook subscriptions, and manual outreach — all in one platform.
| Feature | ★ Best choice  |  PitchBook |  ZoomInfo | TR Traditional IB | DI DIY / Sheets |
|---|---|---|---|---|---|
| Banker-enriched investor data | |||||
| Verified contact information | |||||
| Outreach CRM built-in | |||||
| Data Room engagement tracking | |||||
| Subscription flexibility | Monthly | Annual | Annual | Quarterly | None |
| Relative cost | $ | $$$$ | $$$$ | $$$$ | $ |
Capabilities | 4/4 | 0/4 | 1/4 | 2/4 | 0/4 |
See it in numbers
Your fundraising pipeline, visualized
Select your target round to see how a Fundex-powered raise moves from first contact to closed commitment.
Series A round · $12M raised
Fundraising funnel
Overall close rate
0.63%
Contacted
Outreach sent
Opened
Email opened
Replied
Replied to outreach
Meeting
Call scheduled
Committed
Term sheet / LOI
Invested
Round closed
Total raised
$12M
Investors closed
5
Avg. to close
9 months
Aggregated from Fundex platform data across active fundraising campaigns.
What our customers say
Trusted by founders and bankers
“We replaced a $40k/year PitchBook subscription and two FTEs worth of manual research with Fundex. We ran our entire seed round through it — 600 outreach emails, 38 meetings, and a close in 4 months.”
Marcus Osei
Co-founder & CEO · Series A — Fintech
“Our analysts were spending 60% of their time on data hygiene and contact research. Now they spend it on relationships. The verified investor data alone is worth 10× the subscription cost.”
Jennifer Lau
Managing Director · Boutique Investment Bank
“I was skeptical — I'd tried every CRM and none were built for fundraising. Fundex is different. The pipeline stages actually match how a raise works. And the data room engagement alerts are a game changer.”
Rodrigo Alves
General Partner · Emerging Manager Fund
Choose your fundraising approach
Start with the platform and scale up to full-service investment banking when you're ready.
Platform License
The Fundex fundraising OS — organize your pipeline, run campaigns, and track every investor interaction.
- 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
Credit Package
Everything in Platform License plus immediate access to our verified investor database and monthly credits.
Save 20% billed quarterly
- Included Fundex OS License
- Immediate access to all funds — use credits when you're ready
- 400 monthly investor credits (top-ups available)
- 12,000+ investors and 7,000+ funds, engaged and verified by Fidelman & Co.
- Continuous data verification and real-time updates
Investment Banking
Full-service fundraising managed by Fidelman & Co. investment bankers on top of the Fundex platform.
Starting at $3,500/mo
+ 2% success fee
- 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
Requires an active Fundex subscription
FAQ
Frequently asked questions
Everything you need to know before getting started.
Get started today
Ready to raise your round?
Join founders and fund managers who run their entire fundraise on Fundex — from first investor contact to closed commitment.