FundzWatch AI SDR Agent

An open-source AI sales development agent powered by real-time business events from FundzWatch.ai.

This agent finds, scores, and drafts personalized outreach for companies experiencing buying signals -- funding rounds, leadership changes, acquisitions, and more.

What It Does

1. Finds leads -- pulls AI-scored companies matched to your ICP (Ideal Customer Profile)
2. Researches context -- looks up recent events, market activity, and buying signals
3. Drafts outreach -- writes personalized emails based on the specific events and pain points
4. Tracks targets -- adds high-priority companies to your watchlist for ongoing monitoring

Quick Start

1. Get a Free FundzWatch API Key

Sign up at fundzwatch.ai/onboarding (no credit card required).

2. Install

pip install -r requirements.txt

3. Configure

cp .env.example .env
# Edit .env with your API keys

4. Run

python agent.py

Or with a specific query:

python agent.py "Find healthtech companies that just raised Series B and draft outreach emails"

How It Works

Your ICP --> FundzWatch AI Scorer --> Scored Leads (daily)
                                          |
                                          v
                                    AI SDR Agent
                                     /    |    \
                              Research  Score   Draft
                              Events   Analysis Outreach
                                     \    |    /
                                          v
                                   Personalized Emails
                                   + Watchlist Updates

The magic is in the data: FundzWatch scores companies daily using Claude AI against your specific ICP, analyzing real-time business events to determine buyer intent, buying stage, and the best outreach angle.

Example Output

Finding high-intent leads for your ICP...

Found 5 scored leads:

1. Acme Health (Score: 87/100)
   Stage: Active Evaluation | Priority: High
   Recent Event: Series B - $45M (3 days ago)
   Pain Point: Scaling infrastructure post-funding
   Outreach Angle: Congratulate on funding, position as growth partner

   Draft Email:
   Subject: Congrats on the Series B, [Name] -- quick thought on scaling
   ...

2. DataFlow AI (Score: 74/100)
   Stage: Research | Priority: Medium
   Recent Event: New CTO hired from Google (1 week ago)
   ...

Added 2 high-priority companies to watchlist for ongoing monitoring.

Architecture

• agent.py -- Main agent orchestrator (CrewAI)
• config.py -- Configuration and environment setup
• outreach.py -- Email drafting with event-aware personalization

The agent code is ~200 lines. The intelligence comes from FundzWatch's API:

• 50M+ business events tracked since 2017
• AI scoring engine using Claude with your custom ICP
• Predictive models with 82% accuracy on company behavior
• Real-time data -- events indexed within minutes

Customization

Change Your ICP

Edit your targeting preferences at fundzwatch.ai/dashboard or via API:

from fundzwatch import FundzWatch

fw = FundzWatch()
# Your ICP is configured during onboarding and used by the daily AI scorer
# Leads are scored overnight and ready by morning

Adjust Outreach Style

Edit outreach.py to change the email templates, tone, or add your product details.

Add CRM Integration

The scored leads include all the data you need to push to your CRM:

# Each lead includes:
# - company_name, domain, organization_id
# - score, buying_stage, priority
# - pain_point, solution_fit, outreach_angle
# - key_insights, risk_factors, recommended_action
# - events (recent business events)

Requirements

• Python 3.9+
• FundzWatch API key (free tier works)
• Anthropic API key (for the agent's LLM)

Why FundzWatch?

Most AI SDR tools scrape LinkedIn or use stale databases. FundzWatch provides:

• Real-time events -- funding, acquisitions, hires, contracts as they happen
• AI scoring -- not just events, but scored buyer intent against YOUR specific ICP
• Predictive signals -- ML models predicting which companies are about to make moves
• Event context -- the agent knows WHY a company is a good lead, not just THAT it is

Built by Fundz, tracking business events since 2017.

License

MIT -- use it, fork it, build on it.