Teach FundLens how your firm thinks
Configure your investment mandate, return hurdles, sector preferences, and red flag criteria. This is a one-time setup that improves every workspace. Provocations will calibrate to your risk tolerances. IC Memos will frame findings against your mandate.
You can also upload your IPS (Investment Policy Statement) and FundLens will extract the structured criteria automatically →
Enter your fund's website URL and we'll extract your investment philosophy.
Review and edit the extracted profile. Click any card to refine.
Upload 5-20 past IC memos so FundLens can learn your section structure, writing style, and analytical depth.
Drop IC memos here
PDF, DOCX — up to 20 files
Every analysis will now reflect your fund's framework.
Edit your fund's configuration. Changes affect all future analyses.
Paste your fund's website URL to re-extract philosophy, valuation framework, and terminology using AI.
Section guidance
• Investment Style determines which analytical frameworks FundLens applies. A "Deep Value" fund gets different provocations than a "Growth" fund.
• Red Flags trigger automatic alerts when a company's filing data matches your criteria. Be specific: "Customer concentration > 25%" is actionable.
• Return Hurdles are used in IC Memo generation to frame the opportunity: "Implies 18% IRR, above our 15% hurdle."
Define custom metrics that appear in every workspace's Quantitative tab. Use metric names from the database (e.g., revenue, employee_count). Click the "Add KPI" button below to save each metric — the bottom "Save Changes" button only saves your profile.