How to use Funnel
Funnel keeps a universe of public companies current, scores it the way you define a good customer, and tracks the handmade outreach that follows. This guide walks the dashboard top to bottom, then shows how people actually spend their time in it.
The shape of the work
Everything in the dashboard sits on one loop, and each step feeds the next.
1. Universe
Every SEC filer with revenue history, rebuilt on the 5th of each month. You do not maintain it; you work it.
2. Slice
The revenue band, industries, and geographies that describe your customers. The table shows only what fits.
3. Score
Fit, growth, size, aptitude, warm path, triggers, weighted your way. The list is a ranking, not an alphabet.
4. Research
Open a company: five years of revenue, recent filings decoded, the officers and directors, the references you need.
5. Work
Stage it, note it, add the two people who matter, log each touch and each response.
6. Refresh
The 5th arrives, the facts move, your work stays. The report shows what changed, your companies first.
A weekly routine that works
Thirty minutes on Monday, fifteen on Friday. This is how a one-person practice keeps thirty companies genuinely in motion.
Monday: pick and prepare
Sort by score. Filter stage to universe and open the top five you have not looked at. For each: read the sparkline (is growth real or one good year), skim the recent 8-Ks (an officer change or an acquisition is a reason to call this month), open the proxy for the executive team. Decide: researching, or exclude with a reason. For the two or three that survive, add the CEO or CFO from the filings roster with one click, set the warm path honestly, and write a one-line note on why they fit.
Midweek: the touches
Filter stage to outreach. Each company shows its last touch and whether anything came back. Anything older than two weeks with no response gets the next touch, logged as you send it. Anything with a reply moves to conversation the same day.
Friday: the funnel
Look at the counts across the top of the dashboard. If outreach is empty, Monday's job is research. If conversation is empty and outreach is full, the message needs work, not the list. Advance or retire stages, then close the laptop.
The table
The main view is every company in your slice, one row each, sorted by score by default. Click any column header to sort; click again to reverse. Click a row to open the company.
| Column | What it is |
|---|---|
| Score | 0 to 1000, your weights applied to this company. 1000 is a literal perfect fit. Excluded and dropped companies score 0. |
| Company | Legal name as filed, with tickers. The legal name is often not the brand (BRC Inc. is Black Rifle Coffee); the drawer's links handle that. |
| Revenue | Latest reported annual revenue, in millions. |
| CAGR | Compound annual growth over the years of data on file, usually five or six. |
| Industry | The SEC's SIC description. Blunt, but consistent across every company. |
| HQ | City and state, or city and country for foreign issuers. |
| Stage | Where the company sits in your funnel. Active stages are highlighted. |
| Path | 1st or 2nd degree warm path, if you recorded one. |
| Apt | Your technology aptitude judgment, 0 to 10. |
Filters
The bar above the table narrows the list without changing anything: free-text search over name, ticker, and industry; stage; region; country; industry; and a checkbox to show companies you have excluded. The count on the right always reads "shown of total".
Weights and the score
The Weights button opens the scoring model. Six sliders and a geography table; the list re-ranks live when you save. The weighted factors are normalized, so a perfect company scores 1000 no matter how the sliders are set; geography boosts add points on top.
| Factor | What it measures | Where it comes from |
|---|---|---|
| Fit: revenue band | How close the company sits to the middle of your band. Mid-band scores full, the edges score zero. | Filings, and the band set by your admin |
| Fit: growth | CAGR from about -5% (zero) to 25% (full). | Filings |
| Fit: size | Headcount up to 2,000, as a proxy for organizational complexity. Unknown headcount scores a neutral 0.4. | You, in the drawer |
| Tech aptitude | Your 0 to 10 judgment of how ready they are for what you sell. | You |
| Warm path | No path, second degree, or first degree. | You |
| Trigger (90d) | Full points if the company has a trigger event dated within the last 90 days, then nothing. | You, often from a recent 8-K |
Geography boosts default to zero for every region, country, and state. Add points only when location genuinely changes your odds, for example a state where you can meet in person.
The company drawer
Click a row and the company opens on the right. Top to bottom: the name, industry, CIK, and tickers; a revenue sparkline, one bar per year, the latest bar darker; the facts (latest revenue and year, CAGR, headquarters and region, filer type) with a link to its EDGAR page; then Links, Work it, Contacts, and Touches.
Links and people
The Links section is built the first time you open a company (it scans the company's recent ownership filings, which takes about fifteen seconds) and is then cached for thirty days. "Refresh from EDGAR" rebuilds it on demand.
Company
The website and investor relations page when the SEC has them on file, otherwise a search to find the site; a leadership-page search; LinkedIn; news; and the ticker on Yahoo Finance and Perplexity Finance. The Perplexity page is the fastest single read: quote, CEO, headcount, sector, and recent news on one screen.
SEC
All filings, insider filings, the latest 10-K, its interactive financial statements, the latest 10-Q, the proxy statement (executive team, compensation, ownership, all in one document), and the annual report to holders when one exists.
Recent 8-Ks
The last six current reports, each dated and decoded from item numbers into words. The ones worth a look: officer or director change (a new CFO or CIO is the classic reason to reach out), acquisition or disposition, change in control, material agreement, results. Click the date for the filing itself.
People from filings
Every officer, director, and 10% holder who has filed a Form 3, 4, or 5 against the company in the last three years, with the title as filed. Each person has a LinkedIn lookup (by exact first and last name, because the legal company name rarely matches what people list), a web search that carries the ticker and company, and a + contact button that prefills the contact form below.
Your references
Paste any link that helps: the leadership page you found, a deck, a press release. It stays with the company through every refresh.
Working a company
The Work it section is where you record what you know and where the company stands. Save writes all of it at once.
| Field | Use it for |
|---|---|
| Stage | universe, researching, outreach, conversation, proposal, won, lost. Move it the day the truth changes. |
| Warm path | no path, 2nd degree, 1st degree. Be honest; the score believes you. |
| Aptitude | 0 to 10. How ready is this company for what you sell? |
| Headcount | From LinkedIn, Perplexity, or the 10-K. Feeds the size factor. |
| Trigger event and date | What happened and when. Full trigger points for 90 days from the date. |
| Notes | Why they fit, what you learned, what to say. Plain text, yours. |
| Excluded and why | Removes the company from the default view and scores it 0, with the reason kept. Tick "show excluded" in the filter bar to see them again. |
Contacts and touches
Contacts are the people you are working at this company: name, title, email. Add them from the filings roster with one click, or type them. Touches are the log: date, channel (email, LinkedIn, call, intro, event), direction (out or in), a one-line summary, and the response if there was one. The newest touch is at the top, so the cadence is visible at a glance.
Signing in and accounts
You sign in with your ReboundMan account (Google, Microsoft, or email and password) at the family hub; once signed in there, every ReboundMan business app simply knows you. Your first visit lands on Create your account: an account is your team's workspace on the shared universe, with its own revenue band, weights, stages, notes, contacts, and touches. Whoever creates it is the owner. If someone invited you, their invitation appears on the same screen; accept it and you join their account instead (or as well: one person can belong to several accounts, and the switcher in the header moves between them).
Members and invites
The Members button shows who is on the account. The owner can invite two more people (three seats, counting pending invites): type an email, copy the invite link, and send it yourself; nothing is mailed. The invitee signs in at the hub with any provider, and the invite is accepted only by a verified sign-in at that exact address, by an explicit click. Links expire after fourteen days and work once.
Everyone on the account sees everything: every stage move, note, contact, and touch, each attributed to the person who wrote it (the drawer header shows the last editor). Members can do all of that; only the owner can invite, remove, transfer ownership, and change the band and weights. Those owner actions ask you to sign in again at the hub if your session is older than five minutes.
Private companies
Add company in the header adds a company that does not file with the SEC: a referral, a name from a list, a portfolio company. Give it a name, a source, and whatever you know (industry, city, revenue, headcount). It lives only in your account, scores like any other row, opens in the same drawer with stages, notes, contacts, and touches, and carries your own references instead of SEC links.
Stats and export
Stats shows the funnel counts now and, per month, how many companies entered each stage, with the three conversion rates the campaign kit cares about: outreach to conversation, conversation to proposal, proposal to won. Rates come from the stage history, so they start the day you move your first company. Below the table, Export everything downloads a zip of CSVs: the slice with your overlay, contacts, touches, links, stage history, private companies, and your settings.
The monthly refresh
On the 5th of each month the universe is rebuilt from the newest filings and merged into the live data. The merge follows one rule: company facts belong to the pipeline; everything you wrote belongs to you. Revenue, growth, industry, headquarters, and tickers update. Stages, notes, aptitude, warm path, triggers, exclusions, contacts, touches, references, and weights are never touched.
Companies that enter your band appear with a fresh score. Companies that leave it (grew past it, shrank below it, or stopped filing) are marked as dropped rather than deleted, so your notes on them survive. The refresh report arriving lists new entrants, dropouts with reasons, new fiscal years, and the largest movers, with any company you have worked at the top; a summary of each refresh is posted on the public page.
Admin
Family administrators see an Admin button in the header. It lists every account with its plan (setup pending, active, cancelled, dormant, deleted), sets the universe band the refresh builds to, shows the loaded universe's real revenue span and last merge date, and holds "Refresh from seed". Nobody else sees any of it. Your own account's band lives in Weights.
Use cases
The fractional CIO
Band $50M to $500M, aptitude weighted high. Monday's research reads the 8-Ks for officer changes: a new CFO or CEO in the last quarter is a company re-examining its systems. The proxy shows who signs. Two contacts, a warm-path check on LinkedIn, and the first touch references the filing itself.
The investor relations adviser
Growth weighted high, geography boosts for the two cities where the practice meets clients in person. Companies crossing into the band are new IR budgets; companies with a shareholder vote or a change-in-control 8-K are IR problems. The trigger field carries the event for 90 days.
The governance consultant
Proxy season is the calendar. The proxy link from every drawer, plus the board roster from the ownership filings, is the research; exclusions with reasons keep the competitors' clients out of the list permanently.
The boutique agency
Industry filters narrow the universe to three SIC codes; the news and Perplexity links replace the morning trawl. The touch log is the cadence for a team of two, because both people can see who was contacted last week.
FAQ
- Why does the score go to 1000 and not 100?
- It is the normalized 0 to 100 fit times ten, kept as a whole number. A tenth of a point of precision without decimals; 1000 is a literal perfect fit.
- A company I was working disappeared from the table.
- Either you excluded it (tick "show excluded") or it dropped out of the band at a refresh (it is marked dropped, and your notes are intact). Search by name finds it either way.
- The website link says "find website".
- The SEC's own record has no website for that company, which is common. The link is a search for the official site; paste the result into Your references and it is there next time.
- The LinkedIn link found the wrong person.
- The link searches exact first and last name. Common names collide; use the web search link next to it, which adds the ticker and company, or the proxy statement for a photo and bio.
- Why is a person missing from the roster?
- The roster is built from Form 3, 4, and 5 filings: officers, directors, and 10% holders. People who do not file (most vice presidents, every manager) are not in the SEC's data at all. Type them in as contacts.
- How current are the Links and people?
- Built on first open, cached for thirty days, and rebuilt on demand with "Refresh from EDGAR". The filing links are always to the latest filing at the time of the build.
- Does anything go out to the companies?
- No. Funnel never emails, never fills a form, never runs a sequence. Every touch in the log is one you made.
- Who can see my notes and stages?
- The members of your account, each edit attributed by name. The universe is shared by everyone; what you write on top of it belongs to the account and is never changed by a refresh.
- Can I add a private company?
- Yes: Add company in the header. It is private to your account and never enters the shared universe.
- Can I export?
- Yes: Stats, then Export everything. A zip of CSVs (companies with your overlay, contacts, touches, links, stage history, private companies) plus your settings. Available in every account state except dormant and deleted.
- What happens if I cancel?
- Thirty days of read and export access, then sixty days dormant with everything kept, then the account's overlay data is deleted. Reactivating inside those ninety days restores it exactly.
- I was invited but the link says it was sent to a different address.
- Invites are bound to the exact email the owner typed. Sign in at the hub with that address (any provider that verifies it), then open the link again.