Fundz
Сигналы о компаниях США: раунды финансирования, смена руководства, залоги и пенсионные планы
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Описание
Fundz собирает сигналы о компаниях США, полезные для продаж и поиска клиентов: недавние раунды финансирования, кадровые перестановки в руководстве, обеспечительные залоги по UCC и отчёты о планах льгот по форме 5500. Пригодится отделам продаж, кредитным и страховым брокерам. Сервер находит компании, которые недавно получили инвестиции и активно нанимают, компании со сменой руководства и свежим финансированием, компании, у которых скоро истекают залоги (повод для рефинансирования), и заёмщиков сразу у нескольких кредиторов. Отдельно — недавно профинансированные компании с планом льгот и текущим страховщиком, справочник кредиторов по числу сделок и справочник брокеров по льготам. По описанию автора эти инструменты работают без API-ключа.
Инструменты · 7
из ответа tools/list
Benefit Plans in Play
get_benefit_plans_in_play
Benefit Plans in Play
get_benefit_plans_in_play Recently funded companies (≤24 months) with a DOL Form 5500 benefit-plan filing on record: plan renewal timing, participant count vs current headcount ('outgrowing their plan'), and the incumbent insurance carrier from Schedule A. For benefits brokers, retirement-plan advisors, PEOs, HR-tech sellers. No API key required.
get_benefit_plans_in_play(q?: string, state?: string)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}
Broker Directory
get_broker_directory
Broker Directory
get_broker_directory Who broker-of-records whom: directory of 58,000+ benefits brokers from DOL Form 5500 Schedule A Part 1, ranked by filings carried, with sponsor counts and commission volume per broker. For carriers, broker M&A, benefits-tech sellers, and brokers scouting competitors. No API key required.
get_broker_directory(q?: string, page?: number, state?: string)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Broker name search (e.g. 'Lockton')"
},
"page": {
"type": "number",
"description": "Page (50/page). Default: 1"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}
Funded & Hiring Now
get_funded_and_hiring
Funded & Hiring Now
get_funded_and_hiring Companies with a verified funding round in the last 12 months AND live hiring evidence (open ATS roles, executive hires, hiring signals) — the strongest buying window, score-ranked and refreshed daily. No API key required.
get_funded_and_hiring(q?: string, state?: string)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter (e.g. 'CA')"
}
}
}
Lender Directory
get_lender_directory
Lender Directory
get_lender_directory Who finances whom: directory of 11,800+ UCC secured parties (lenders) ranked by filing volume, with active-lien counts and lapsing-soon exposure per lender. California + Colorado coverage (CO refreshed daily). No API key required.
get_lender_directory(q?: string, page?: number)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Lender name search (e.g. 'Wells Fargo')"
},
"page": {
"type": "number",
"description": "Page (50/page). Default: 1"
}
}
}
Money in Motion
get_money_in_motion
Money in Motion
get_money_in_motion Companies with an executive-move announcement in the last 180 days AND a verified funding round in the last 24 months — the wealth advisor's 'money in motion' moment: a new comp package (often equity), an old 401(k) to roll over, benefits about to be re-evaluated. Score-ranked, refreshed daily. For RIAs, wealth managers, retirement-plan advisors, executive-benefits sellers. No API key required.
get_money_in_motion(q?: string, state?: string)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter (e.g. 'CA')"
}
}
}
Renewal Radar (UCC refinancing windows)
get_refinancing_windows
Renewal Radar (UCC refinancing windows)
get_refinancing_windows Companies whose active UCC-1 liens lapse within 12 months (Renewal Radar). UCC liens expire after 5 years — the incumbent lender must re-file or lose priority, so each approaching lapse is a refinancing window with a date on it. For lenders, MCA/ISO, and equipment finance. California + Colorado coverage (CO refreshed daily). No API key required.
get_refinancing_windows(q?: string, state?: string)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
}
Stacked Borrowers
get_stacked_borrowers
Stacked Borrowers
get_stacked_borrowers Companies with active secured debt (UCC-1) from 2+ distinct lenders and a filing in the last 24 months — proven appetite for layered financing; second-position and refi/consolidation targets. California + Colorado coverage (CO refreshed daily). No API key required.
get_stacked_borrowers(q?: string, state?: string)
// inputSchema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Company name search"
},
"state": {
"type": "string",
"description": "2-letter US state filter"
}
}
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