Live With Your Data in One Week

See Your Portfolio the Way You Actually Manage It

FundFrame Vision leverages powerful analytics at the portfolio company level to gain deep insights into your investment performance tracked over time in and in real time.
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Built for modern LPs

Portfolio Intelligence

FundFrame Vision is the portfolio management system that eliminates manual data entry, connects your investments in real time, and surfaces the insights you need to spot risks early, optimize allocations, and report with confidence.
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Single Source of Truth

Unify All Your Data in One Place

Create a single source of truth across capital accounts, quarterly reporting, and capital notices. Complete reporting & compliance goals hassle-free with our evaluation system.
Register all cash flows in the system
Automatically calculate key ratios and IRRs
Achieve compliance by design (without the hassle)
DEEP INSIGHTS

Turn Data Into Instant Insights

Instantly see developments over time and slice and dice your portfolio across currencies, sectors, styles, and more.

Dashboard with filters and instant overviews

Quickly drill into your data with flexible filters and visual summaries tailored to LP needs.

Ability to track every development in your portfolio

Stay on top of key changes across all your investments with real-time updates and historical trends.
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Features

Automate Reporting and Free Up Time

From raw data to board-ready insights — all in a single click.

Generate board-ready reports in seconds

Transform weeks of spreadsheet work into one-click reports. Share portfolio summaries, performance analytics, and compliance documentation that actually looks professional.

One-click portfolio reports

Generate comprehensive portfolio reports with performance metrics, allocations, and trends - formatted and ready to share with your IC or board.

Customizable views for different audiences

Create tailored reports for investment committees, boards, compliance teams, or external auditors with the specific metrics and views they need.
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Track True Portfolio Exposure

See-through to what you actually own

Understanding your real exposure across portfolio companies, sectors, and geographies is nearly impossible when your data lives in PDFs. Vision automatically tracks and aggregates exposures across your entire portfolio.
See-through exposure at the portfolio company level
Track overlap across funds and identify concentration risks
Real-time allocation monitoring by sector, geography, vintage
Get started

One Week. Not One Quarter.

Most LP platforms take months to show results. Vision takes one week. Choose your goals, upload your documents, and work with us for one week.

By Friday, you’ll know if Vision is the right fit - no sales cycle, no contract.

Here's how it works:
Choose your outcomes: Pick 2-3 things you want to accomplish,
for example:    
a) Consolidate all fund data in one place
b) Automate capital account reporting
c) See exposure by sector, vintage, or geography
Start this wee: We schedule a 30-minute kickoff, upload your first documents, and show you around
Work together: Over the next week, we help you get set up with your actual portfolio data
Decide: By end of week, you know if Vision solves your problems
From chaos to clarity - in one week.

Results That Speak for Themselves

Before Vision

Quarterly reporting took 2–3 weeks
Exposure analysis required manual spreadsheets
Missed cash flow trends until quarter-end
Data scattered across email and shared drives

After Vision

Done in hours with automatic KPIs
Real-time dashboards across all funds
Early alerts from cash flow data
One unified, verifiable source of truth

A message from our founder

I spent ten years as an LP buried in PDFs and spreadsheets, chasing simple answers — exposure, performance drivers, allocations. Existing systems were built for administrators, not investors.
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FundFrame Vision is the tool I wish we’d had — built for LPs, not consultants. Real data, real outcomes, live in a week. If it doesn’t work in week one, we part ways. Simple as that.
Steffen Risager
Founder, FundFrame
Support

FAQs

Everything you need to know about the product
Do I need IT support to get started?
No. Vision is designed for LP teams, not IT departments. You simply upload your documents directly into the system - Vision automatically extracts and structures the numbers for you. We guide you through setup and review the results together.
What happens after the one-week pilot?
At the end of the week, you’ll know whether Vision fits your workflow. You can continue with a paid subscription, or walk away - no commitments, and your data remains yours.
Is my data secure?
Yes. All data is stored in secure, EU-based environments (SOC 2-compliant) with strict access controls and encryption. You maintain full ownership at all times.
How much historical data can be imported?
As much as you’d like. Most clients onboard 5–10 years of historical capital accounts and cash flow data during their pilot - Vision handles extraction automatically.
What if my data is messy or inconsistent?
As long as you have your capital account statements and cash-flow statements, you’re golden. Vision reads and extracts the numbers directly from those PDFs. The system flags any anomalies automatically, and our team helps verify them during onboarding so everything reconciles cleanly from day one.
Is there a cost for the one-week pilot?
No. The pilot week has no cost and no commitment. You only pay if you decide to continue after seeing Vision work with your actual data. We're confident enough in the product to let you evaluate it properly before any financial commitment.
What types of documents can I upload?
Vision supports the most common LP documents: capital account statements, cash-flow statements, quarterly reports, and fund financials — all in PDF format. You can also import Excel exports or CSV files if available, but PDFs are usually enough for full automation.
What’s included in the one-week pilot vs. the paid version?
The pilot includes full access to Vision's core features: document uploads, automated extraction, performance dashboards, and exposure tracking.

See FundFrame In Action

Start this week with a 1-week pilot. Go from scattered spreadsheets to institutional-grade intelligence.
Start this week