Welcome to Fundra
How to get portfolio data into Fundra, and how to get it back out – integrations, the MCP server, the API and the desktop app.
Fundra keeps your investments, valuations, KPIs and LP reporting in one place, connected – so the numbers are calculated rather than re-keyed, and the context around them arrives on its own.
Understand the product
Bring data in
Every workspace gets its own address. Investor updates and board material sent there are matched to the right company, with attachments, summaries and KPIs extracted.
Granola
Board and portfolio meeting notes synced from Granola, filed against the company they belong to.
Slack
Two-way comment sync, and @-mention Fundra to ask about your portfolio without leaving the channel.
Work with your data
MCP server
Connect Claude, ChatGPT, Cursor or any MCP client to your workspace and ask questions about the portfolio in plain language.
API
Read and write everything programmatically: funds, portfolio companies, investments, metrics, investor updates, files, people and reports.
Custom integrations
Point your AI agent at our OpenAPI spec and let it build a fully typed client against your workspace.
Apps
Getting started
New workspaces are set up together with us – we import your portfolio ledger, deal docs and LPAs, and configure funds, waterfalls and fee tiers before you log in. Once you're in, the two things worth doing early are:
- Point your portfolio reporting at Fundra. Set up email forwarding from a branded address on your own domain, then tell your companies to use it. Reporting then flows in without any manual work.
- Invite your team. Add colleagues in Settings → Users and assign investment managers to companies, so update notifications reach the right people.
Any questions? Drop us a note on Slack, in the live chat or at hello@fundra.com.