Automatic KPI Extraction from Investor UpdatesAI
Automatic KPI extraction for your portfolio companies, straight from the investor updates you already receive – no manual input required.
VCs have access to a wealth of data about the performance of their portfolio companies, but after speaking well over 200 investors since we launched, one thing is clear: even the best ones don't manage to make full use of it.
The state of the art is either manual data entry or sending forms to the founders to fill (which they hate). Not only is it inefficient, it also lags behind actual reporting, and has a fairly narrow scope relative to the full picture of a company's performance. As a result, this data gets at best used for quarterly reporting to LPs.
Meanwhile, the data already exists.
Portfolio KPIs live in emails, board decks, financial statements, and other documents shared regularly as part of normal investor communication. Some of our largest customers receive well over 500 portfolio updates and over 1,000 documents every quarter – all flowing directly into Fundra.
Starting today, Fundra automatically extracts KPIs from these investor updates using AI — live for all customers, with real-time extraction as soon as updates are sent.
Extracts KPIs from emails, board decks, financial statements, and other attachments automatically – the full historical time series, using a model trained on thousands of real-world investor updates
Interprets ambiguous reporting periods like “last quarter”, “YTD”, or “last month” and makes sense of actuals vs. forecasts, even if they are not properly labeled
Detects and resolves restated or conflicting values automatically
Deep-links every metric back to its original source for full auditability (down to the cell or a fragment of text, just ⌘-click on any data point in a table or a chart)
Standardizes metrics across companies so benchmarking has actual meaning
Automatically calculates valuation multiples for funding rounds, valuation adjustments, and other valuation events
Includes a new KPI dashboard to track and benchmark portfolio metrics in one place, using standardized definitions and currencies.
It takes seconds answer questions such as: What did our portfolio companies look like when they raised their Series A? What was their underlying performance at the time, and resulting round sizes and valuation multiples?
We're excited to see how this helps funds monitor portfolio performance, manage valuations, and make more informed follow-on decisions – without changing their workflows.
Try it out today and let us know what you think! There's plenty more we're unlocking with this, so stay tuned for updates.
Fundra Team