Programmable templates

Reporting requirements are bespoke. Every fund has its own corporate identity, its own idea of what belongs on a company card, its own LP-specific appendices, and an LPA that dictates half the layout. Template builders with a fixed set of blocks run out of room quickly.

Fundra's reports are programmable templates: HTML, Tailwind classes and Handlebars expressions, rendered in a browser and printed to PDF. Anything you can build on a web page – layouts, charts, tables, custom typography, background artwork, your own brand system – you can put in a report.

While Fundra comes with a state-of-the-art template library built on industry best practices and leading fund reporting standards, every template is fully customizable. After all, LP reporting is more than a compliance exercise–it's your primary communication channel for building trust, demonstrating performance, and strengthening relationships with your investors.

<header class="flex items-center justify-between">
  <div class="flex flex-col items-start gap-y-1">
    <h3 class="text-sm font-medium uppercase text-neutral-500">
      Quarterly Report – {{fund.name}}
    </h3>
    <h1 class="text-3xl font-bold">{{company.name}}</h1>
    <h6 class="text-md tracking-wide text-neutral-400">{{company.legal_name}}</h6>
  </div>
  <img src="{{company.logo_url}}" class="size-20 rounded-xl border shadow-sm" />
</header>

Drafting the narrative

Layout is only half of a report. The other half is the writing, and Fundra drafts it from what the portfolio has already told you: the quarter's investor updates, board notes and KPI movements become a first draft of a company section or a portfolio summary, rather than a blank page.

Turn on Use my tone of voice and the model takes your previous reports into account, adapting to how your firm writes over time – so the draft sounds like your last LP letter instead of like a chatbot. It's a starting point to edit, not a send-ready document.

Templates aligned with Invest Europe reporting guidelines are available as a starting point if you'd rather not build a layout from scratch.

How a report is put together

A report is a set of sections, each with its own template, header, footer and page setup – orientation, margins and page size:

Templates are edited in Settings → Reporting, with a live preview against real data and version history, so you can iterate on a layout without touching a live report.

Writing templates

Everything in Handlebars works – {{value}}, {{#if}}, {{#each}}, {{#with}}, partials, comments. On top of that, Fundra registers the helpers below.

Two conventions worth knowing:

• Helpers take hash arguments: {{currency fmv decimals=1 currency="EUR"}}. Some also accept a positional shorthand – {{round value 2}} is the same as {{round value decimals=2}}.
• An unknown helper renders a red badge in the preview rather than failing silently, so typos are visible while you're editing.

Text and formatting

Numbers

{{currency}} and {{number}} understand Fundra's currency objects: passing a field that carries { value, currency } uses its own currency rather than the one you specify. {{growth}} takes a path as a string and compares the current record against the previous period's, so it works inside a repeated company card without extra plumbing.

Charts and visuals

{{chart}}

An area or bar chart over a series of rows – typically a company's timeseries.

{{chart data.timeseries
        metrics="revenue,ebitda"
        metricLabels="Revenue,EBITDA"
        chartType="bar"
        stacked=false
        height=260}}

Lists are comma-separated. A metric can carry a fallback with or(...), so metrics="or(billedArr,revenue)" uses ARR where a company reports it and revenue where it doesn't – handy when one template covers a whole portfolio.

Other visual helpers

Logic and arrays

Partials

You can define your own partials in a template and reuse them across sections – a company header, a KPI row, a footer block.

Putting it together

<section class="grid grid-cols-3 gap-4">
  {{#each (filter data.fundCompanies "investment_status" "active")}}
    <div class="rounded-lg border p-4">
      <div class="flex items-center gap-2">
        {{avatar company}}
        <span class="font-medium">{{company.name}}</span>
        {{flag company.country}}
      </div>
      <dl class="mt-2 text-sm">
        <dt>FMV</dt><dd>{{currency investment.fmv}}</dd>
        <dt>MOIC</dt><dd>{{round investment.moic 1}}x</dd>
        <dt>Ownership</dt><dd>{{percentage investment.shareholding_fd}}</dd>
      </dl>
      {{chart timeseries metrics="revenue" height=90 showValues=false}}
    </div>
  {{/each}}
</section>