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

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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
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking