Audience

Startups & emerging managers

About Fundex

Fundex is an intelligent CRM platform purpose-built for raising capital. Designed by Fidelman & Co., it empowers founders and fund managers to target, connect, and close with the right investors using the same data and methodologies as top investment banking professionals. The platform offers expert-led onboarding, curated investor lists, campaign analytics, and continuous data verification, ensuring an efficient and successful fundraising experience. Fundex’s real-time dashboards and bi-weekly strategic reports help teams optimize outreach and close deals faster, all on a flexible subscription basis.

Pricing

Starting Price:
$250

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Fundex
Founded: 2025
United States
www.usefundex.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

Fundex Frequently Asked Questions

Q: What kinds of users and organization types does Fundex work with?
Q: What languages does Fundex support in their product?
Q: What kind of support options does Fundex offer?
Q: What type of training does Fundex provide?
Q: How much does Fundex cost?

Fundex Product Features

Financial CRM

Household Tracking Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported