Fundra

Fund analyst – ask questions about your venture portfolio and funds, and get trusted answers

View in the Claude registry
Integration details

Description

Fundra's MCP server gives Claude typed access to your firm's full Fundra dataset. Instead of calling one endpoint at a time, Claude writes and runs a short script against the Fundra API. That lets it answer multi-step questions in a single call, such as IRR by vintage, stage conversion rates, or follow-on performance across vehicles. Performance figures like IRR, MOIC, TVPI and FMV come from Fundra's own calculations. An answer in Claude therefore matches the number in your reports, not a separate estimate. Use it to: 1. Analyze performance across any grouping: fund, vintage, sector, stage, partner or instrument 2. Prepare for board meetings with a company's rounds, valuations, KPIs, decks and meeting notes in one place 3. Draft LP updates and portfolio summaries 4. Reconcile fund cashflows, capital calls and distributions 5. Look up founders and contacts, and pull the latest investor updates and documents 6. Create or update investments, valuations, funding rounds and metrics directly from the conversation 7. Work across multiple fund accounts, for fund admins and fractional CFOs 8. Any ad hoc analysis that comes to mind. Authentication and permissions: Sign in with OAuth; there's no API key or local install. Each user connects their own Fundra account, and every request runs with that user's permissions. Companies or funds you can't see in Fundra stay hidden from Claude too. Requires an active subscription to Fundra.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Data & Analytics

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Investor & Deal-Flow Relationship CRM

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Fundra
Access
Account required
First tracked
2026-09-30
Tool count
3
Geography
US
Agent DiscoverabilityClaude Discoverability Score

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory
13 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1HubSpot66/100
2Nutshell CRM51/100
3Zoho CRM48/100
4Day AI46/100
5Pipedrive41/100
—DealTraqPending VerificationGet notified
—FundraPending VerificationGet notified
—InvestNextPending VerificationGet notified
—Lab08 LensPending VerificationGet notified
—Metal FundraisingPending VerificationGet notified
—Oka — European VC Investor SearchPending VerificationGet notified
—VisiblePending VerificationGet notified
Tools

3 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

Fundra Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve Fundra's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Fundra alternatives on Claude?

As of 2026-10-07, Fundra competes with HubSpot, Nutshell CRM, Zoho CRM, Day AI, Pipedrive, Salesflare, Attio, Close and 11 more in Claude Investor & Deal-Flow Relationship CRM, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.