Product Updates

Analyze all your data with pivot tables, and create custom charts in just a few clicks

We’re excited to announce pivot tables – a powerful new way to analyze your fund and portfolio company data in Fundra. Whether you're analyzing fund performance, portfolio company metrics, or investment activity, pivot tables give you the flexibility to slice, dice, and visualize your data with ease.

With just a few clicks, you can aggregate and transform your data into custom charts and insights. Easily spot trends across your portfolio, benchmark investment progression, or analyze cap tables over time.

You can build pivot tables from any dataset in Fundra – including:

• Portfolio companies

• All individual investments

• Investment timeline (a new view we added that includesa timeseries of all your investment related activity across all the funds you manage)

• Fund performance metrics

And the list goes on – just click the pivot button in the footer of any table to get started.

And as always, you can:

• Save your analysis as a reusable custom view

• Share insights with your team for better collaboration

• Create auto-updating dashboards that reflect real-time data

You can even create a custom view for any chart, which will automatically update as your data evolves.

With pivot tables, Fundra makes it easier than ever to run a data-driven venture fund.

Fundra Team

Automatically model valuations and exits against preference stacks – instantly

We’ve just launched waterfall modeling – a new feature that lets you instantly model exit scenarios and distributions across your cap table and share ledger – with all the liquidation preferences, participation rights, and conversion terms baked in.

No more spreadsheets. No more guesswork.

Just enter an exit value (or an EV), and Fundra automatically calculates:

• How proceeds are distributed across preferred and common shares

• The impact of liquidation preferences, participating preferred, and conversion terms

• How much your fund gets under different exit scenarios

Waterfall modeling is essential for:

• Exit planning

• Fair value reporting to LPs

• Evaluating follow-on rounds

You can also apply the waterfall model to a company valuation. It gets automatically adjusted based on the latest cap table data and FX rates, without having to re-create a new model manually every quarter.

This feature is currently in beta, and we’re eager to hear your feedback. There can be some rough edges and unhandled edge cases that we’ll be ironing out in the coming weeks, at which point we'll drop the beta tag.

Fundra Team

Install the Fundra app to manage your portfolio on the go!📲

Fundra has been the go-to platform for venture fund portfolio management on web and desktop. But as our users grow beyond investment teams to include marketing, talent, platform, and ops, one thing became clear: Fundra needs to move with you. Hence we've made a big push to make Fundra even easier to use on your phone.

Whether you're in a board meeting, scouting talent, reviewing quarterly updates, or prepping LP material before a meeting – Fundra's mobile app keeps you connected, informed, and effective on the go. Receive notifications, access portfolio data, and collaborate with your team from anywhere.

It's only the first step in our mobile journey, but we’re excited to bring you a seamless experience that complements your desktop workflows.

Ready to take your workflows beyond the desktop? Check log in to your Fundra account on your phone and follow the instructions to install the app.

Fundra Team

Drafts are not a new feature in Fundra, however, they have been somewhat hidden – until now. We have made it much easier to find and manage your ongoing work. We know that there are many occasions where you don't yet have all the information you need to add a new investment, fund, or a portfolio company. Drafts allow you to save your progress and come back later to finish the task.

Now you can easily access all your drafts in one place, making it simple to jump right back into the flow from anywhere in the app.

Fundra Team

We’re thrilled to announce that Fundra has officially launched out of private beta! 🎉

Although our public debut is recent, Fundra has already been powering the workflows of several top venture funds behind the scenes. Everything we’ve built so far has been shaped by real-world usage and direct feedback from experienced investors.

This is a major milestone for us, and one that moves us closer to our mission: modernizing venture investing by eliminating the manual busywork that slows everyone down. Today, each venture fund operates like a one-off application — reinventing the wheel, siloing data, and making the process of startup investing more chaotic than it needs to be.

Fundra aims to change that. Think of us as a unified API for venture capital — a central platform where fund managers, founders, and LPs can collaborate, share data, and make decisions faster and more securely.

We’re just getting started, and we can’t wait to show you what’s next.

Fundra Team