Fundraising is supposed to be a focused process. In reality, it becomes a full-time job: messy CRM notes, inconsistent follow-ups, scattered data sources, and “spray-and-pray” outreach that burns relationships and time. Fundex was built to fix that by turning a banker’s playbook into a repeatable, guided platform.

The Fundraising Chaos (and why most “solutions” fail)

Early-stage fundraising breaks down the same way, every time:

• Founders spend a huge portion of their time fundraising instead of building.

• No clear process → inconsistent follow-up → lost deals.

• “Spray-and-pray” outreach damages investor relationships and time-to-close.

And the alternatives aren’t much better:

• DIY tools are expensive, fragmented, and lack expert context.

• Traditional advisors can be misaligned, inconsistent, or inaccessible.

• AI-only platforms can push volume—but not credibility, targeting, or relationship quality.

Result: fundraising becomes a full-time job that pulls operators away from building the business.

Fundex: The only platform that pairs an intelligent CRM with integrated banker guidance

Fundex combines:

• Strategic execution: real-time outreach analytics so you can continuously improve outcomes.

• Precision targeting: curated investor data to support a personalized approach (not spam).

• Expert-guided platform: personalized onboarding + ongoing reports and advisory.

• Proven process: built around the same workflows investment banking teams use daily.

At its core, Fundex is a fundraising co-pilot—a structured workflow with the data, systems, and human expertise to run a high-velocity process without losing trust.

Who Fundex serves

Fundex is built for both sides of private market capital formation:

For Founders

• Connect with investors matched to your fundraising needs

• Access investor info verified by investment banking professionals

• Get expert onboarding and guided campaign setup

• Receive curated lead lists and outreach workflows

For Fund Managers

• Identify LPs aligned with your mandate

• Leverage a platform designed for capital raising (not generic CRM)

• Use aggregated financial intelligence + guided playbooks

How it works: A guided, high-velocity process

Fundex operationalizes fundraising into a repeatable system:

1. Onboard: define strategy + messaging with banker guidance

2. Receive: get curated investor leads delivered weekly

3. Execute: personalize and run outreach sequences (email/call)

4. Track: every interaction is automatically pipelined

Then the loop compounds:

• Execute + capture engagement data

• Analyze + optimize in recurring banker check-ins

• Learn + improve lead quality and targeting over time

What makes Fundex different

Most platforms give you data or tools. Fundex gives you the banker-led operating system:

• Verified investor data + verified contact information

• Functional CRM built for outreach

• Bi-weekly reporting + advisory meetings

• Monthly subscription model designed for execution

Product options

Fundex Platform

A guided fundraising CRM with curated investor intelligence, weekly lead lists, continuous verification, and strategic reporting.

Investment Banking by Fidelman & Co.

Full-service support layered on top of Fundex: targeting thesis, list-building, outreach execution, meeting coordination, pitch optimization, and weekly performance reviews with transparency.