Welcome to Kruncher! This introductory guide serves as your starting point to understand and get the most value out of Kruncher in the shortest amount of time.
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The most straightforward to get Kruncher to generate a comprehensive company report is to manually add a company.
Read also: Automatically add companies into Kruncher from your emails
Read also: Adding a company via Slack, Telegram, WhatsApp
Click the + Add Company button besides the search bar at the top.
Read this guide to fully understand adding a single company with multiple documents.
Read this guide to fully understand bulk-adding companies in one go.
Kruncher is able to generate a comprehensive company report with only its name and website (this is the fastest way to add a company), as we can enrich the report from 20+ public and premium data sources.
Optionally, you can upload documents pertaining that company, like their pitch deck, financials, contracts, et cetera. This will make the generated report more robust and complete.
Note: Kruncher can process .pdf, .docx, .pptx, and .xlsx documents. You can upload a maximum of 25 documents this way.
Note: Your data is secure with Kruncher. Read more about our data privacy & policy here.
Press Generate Company Report to finalize the operation. You will receive an email notifying you when the company report is done generating.
IMPORTANT: Once Kruncher starts generating, there is no way to cancel the generation while it is processing.
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Other than viewing the reports inside Kruncher, you can also export the reports into these file formats to have a local copy of:
In the left tab, open up the Export tab.
The first three options will export the entire report into its selected format. Simply click one of the three options and your export will start downloading immediately.
Here are some examples:
Export as PDF or DOCX
Export as PowerPoint Presentation
To get a more focused or limited document, you can export only specific sections of the report into Word document (.docx) or a presentation file (.pptx)
Select "Generate Custom Report" and you will see template options to get started immediately.
You can customize and select the information that Kruncher will make as pages/slides, and what each slide contains.
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Read this guide to learn more about export template customization.
Once everything is to your liking, click "Generate Document" and Kruncher will start generating your custom report.
Optionally, you can click "Save As a New Template" to make this configuration as a template for you to use in the future.
Wait for the document to finish generating. Once done, click on it.
Scroll down and click Export to download.
You can also upload a template from an existing document. Kruncher will learn its logical structure and order, and you will get investment memos, LP reports, and more in a structure you're familiar with, ensuring minimal editing on your end.
Note that this does not include aesthetic changes such as heading, font types, and brand colors.
Update, replace, or remove your templates whenever you like. Your templates stay saved and your original file stays private.
Read this guide to learn more about uploading a document as an export template.
Every generated company report in Kruncher comes with either an Investment Memo, Portfolio Performance Report, or Preparation Notes pertaining the company.
Example of a generated Investment Memo:
These memos are auto-generated by a prompt that lays down how they are generated.
Find the prompt editors here or by clicking on the "Customize AI Prompt" button at the bottom right of a memo.
These prompts work like a message you send to LLMs like ChatGPT/Claude/Gemini to perform a specific task, provide context, and lay down output structures.
Simply edit the text directly per your own fund's needs.
When done, click on the "Save Changes" button.
By default, the Inbox deal stage generates Preparation Notes. The Portfolio deal stage generates Portfolio Performance Reports. Every other deal stage generates Investment Memos.
To change this which memo each deal stage will generate, click on the (⚙️) icon on each column of the deal stage, and select the appropriate memo on "Generate Memo".
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Click Save.
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Beyond generating one-time company reports, Kruncher also automates your monitoring with over 300 recognized metrics and signals that it tracks.
An additional layer of intelligence also works out what is important, ensuring that you only get key updates and not minor, noisy notifications.
Monitoring then becomes systematic, tailored to each company, and ready for partners, boards, and LPs, without manual spreadsheet work.
This is what that monitoring and signals can look like:
Kruncher tracks company evolution in 3 main ways:
Kruncher is designed to be used collaboratively. It acts as a single source of truth for multiple people working across the fund.
IMPORTANT: For multiple users of the same organization that would like to use Kruncher jointly, only one person needs to create a new account and invite others, instead of multiple people to registering new accounts individually.
To invite team members, you must be an Owner of your workspace that you're inviting people to.
Go to Settings (⚙️) on the top right and select Team Members.
Click + Add User.
A pop-up will appear, asking you to fill in:
Click here to understand the different role types available in Kruncher.
Once all 3 fields are filled in, click Invite.
Kruncher will send an email to the invited user, inviting them into your workspace.
You can also edit and delete team members at any time if you are an Owner.