Find the right investors.
Close your round faster.
Find investors from our verified database, run structured outreach campaigns, manage your pipeline, and track every data room view — all 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
FaaS Clients
Full-service fundraising, managed for you.
- Fidelman & Co. handles targeting, outreach, and investor calls end-to-end
- Track your raise in real time through your Fundex dashboard
- Weekly performance reviews with full transparency on every activity
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
How we compare
More coverage, built for fundraising
Fundex replaces PitchBook, Preqin, Fintrx, and manual outreach — in one platform built specifically for how raises actually work.
| 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 |
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
Upload your own investor contacts or tap Fundex's verified database. Call and email directly from the platform so every note, interaction, and follow-up lives in one place.
Data Room
Share pitch decks with secure links and track exactly who viewed each page, for how long, and when.
Integrated Calling
Call investors directly from the platform. Every call is automatically logged against the investor's profile — no manual notes, no lost context.
Investor 360
One canonical profile per investor — contact info, email history, calls, data room views, tasks, and pipeline stage.
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
5 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 6 months.”
Marcus Osei
Co-founder & CEO · Series A — Fintech
“Having all our investor contacts, emails, calls, and deck views in one place changed everything. We stopped losing context between conversations and our follow-up game became so much stronger.”
Priya Nair
Founder & CEO · Seed Stage — SaaS
“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 Fundraise as a Service (FaaS) 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. Purchase credit packs separately to unlock contact details.
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
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.
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.