Flexible Options

Choose your fundraising approach

Start with the platform and scale up to full-service investment banking 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

Credit Package

Everything in Platform License plus immediate access to our verified investor database and monthly credits.

$1,250/mo

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

Talk to a banker

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Cancel anytime

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 data. The Credit Package ($1,250/mo) adds immediate access to our curated database of 12,000+ investors and 7,000+ funds, plus 400 monthly credits to unlock investor profiles. The Platform License is included in every Credit Package.

Credits are used to unlock individual investor profiles from our verified database. The Credit Package includes 400 credits per month. Additional top-up packs are available at any time from your account settings.

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

It's a full-service fundraising offering where an investment banking team from Fidelman & Co. manages your entire process — investor targeting, outreach campaigns, call coordination, pitch optimisation, and weekly performance reviews — on top of the Fundex platform. It requires an active Fundex subscription.

Yes. The Investment Banking offering requires an active Fundex Platform or Credit Package subscription as the operational backbone.

Monthly plans can be cancelled with 30 days notice. Quarterly plans are billed upfront; please contact us if your circumstances change.

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