These guides cover the basics of understanding and configuring Kruncher to streamline your due diligence.
GUIDE INDEX
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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.
Read this guide to learn more about customizing memos.
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.
Compare similar companies side-by-side natively inside Kruncher and easily do your peer analysis this way.
You can compare company sections against each other and decide who to invest in with a top-down, contextual understanding of these companies relative to each other.
This peer analysis can look like this:
To get started, click on the Compare Companies tab.
Read this guide to learn more about comparing companies.
When meeting with founders or your colleagues, Kruncher can automatically transcribe your meetings and add it into an existing company report to enrich the analysis, keeping your reports always up-to-date.
To do this, invite recording@kruncher.ai When added as a participant, our service will automatically join the meeting and transcribe your meeting. When your meeting is done, it will add the transcription into an existing, relevant company report.
This works seamlessly with popular platforms such as Zoom, Google Meet, Microsoft Teams, and more.
IMPORTANT: To use this service properly, make sure to use the email address you used as your Kruncher account, so recording@kruncher.ai knows to connect your transcript into your workspace.