Find answers to common questions about FUNDA, from getting started to advanced features, privacy, and enterprise use.

Overview

Who is FUNDA?

We are an AI-driven investment research startup serving global public equity markets. Our team comes from top-tier AI companies and leading global hedge funds, building AI agents and core infrastructure for fundamental investment research to define the next generation of buy-side research workflows.

Our platform is designed to support fundamental research across global public equity markets by providing:

  • AI-generated research and company dashboards
  • Analyst-produced in-depth reports
  • Structured workflows for investment analysis
What does FUNDA offer?

FUNDA is an integrated research platform combining AI-driven tools and analyst-led content to support professional investment workflows.

Core offerings include:

AI Research OS

Next-gen research platform facilitating professional financial research workflow with valuable insights, powered by AI models and in-house built skills and plays (skill orchestration predefined).

Deep-dive Research

In-depth and actionable field research of disruptive technologies including AI, Semi, Software and many by our experienced human analysts.

Expert Calls and Transcript Database

In-house expert interview database covering most topical industry trends and ideas.

Analyst Access

Interaction with top-notch analysts on industry trends and investment opportunities.

 

Additional tools and platform capabilities are under active development.

*Certain features may be available only to enterprise users.

Who is FUNDA designed for?

FUNDA is best fit with professional and semi-professional investors, including:

  • Buy-side analysts
  • Portfolio managers
  • Research teams
  • Independent investors

Getting Started

How do I get started?

During Public Preview, access is invite-only. Eligible users with activated invite code could begin your AI research journey, you can begin generating research and exploring company dashboards.

How do invitation codes work?

Invitation codes are required to access FUNDA during Public Preview.

  • If you subscribed via Substack, your invitation code will be emailed within 24 hours
  • You may also join the waitlist without a Substack subscription
I subscribed on Substack. How do I activate my access?

Use the email associated with your Substack subscription to activate your access on the FUNDA website. No additional payment is required.

If you're unable to activate your access, please contact [email protected] for assistance.

Using FUNDA

What kind of research can FUNDA generate?

FUNDA generates structured investment research, including:

  • Company analysis
  • Earnings interpretation
  • Thematic and sector insights

This includes both AI-generated outputs and analyst-produced reports.

Which markets and companies are supported?

FUNDA currently supports major global equities, including U.S. markets, with ongoing expansion.

Can I reuse or export reports?

Yes. Reports can be copied or shared, subject to applicable terms of use and internal policies. Learn more →

Can I disable AI-powered features?

Yes. AI-powered features can be disabled in Settings for compliance or internal policy reasons.

Disabling AI features will not affect access to reports or other non-AI functionality.

Performance & Experience

Why does research take several minutes?

Some research tasks involve multi-step analysis, including data retrieval and processing. This may take several minutes.

Can I leave the page while research is running?

Yes. Research continues in the background, and you can return when it is complete.

Why do results vary for similar queries?

Outputs may vary based on phrasing, context, and model behavior. We continuously work to improve consistency.

Accuracy & Limitations

How accurate is the research?

FUNDA is designed to provide high-quality, structured insights. However, outputs may not always be complete or error-free.

Users should validate key conclusions independently.

Does FUNDA provide investment advice?

No. FUNDA provides research and analysis for informational purposes only.

It does not provide investment advice, recommendations, or solicitations to buy or sell any securities. Users should rely on their own judgment or consult a qualified advisor.

What are the limitations of FUNDA?
  • Outputs may contain inaccuracies or omissions
  • Not all data is real-time
  • AI-generated content may vary across runs

FUNDA is intended to empower, not replace, professional judgment.

What should I do if I see incorrect information?

You can report feedback within the product or contact support. Feedback is used to improve system quality.

AI Behavior & Transparency

How does FUNDA generate outputs?

FUNDA combines:

  • Large language models
  • Proprietary data processing
  • Internal evaluation systems
  • Analyst input and validation

to generate structured investment research.

Can FUNDA generate incorrect information?

Yes. Like all AI systems, outputs may occasionally be incorrect or unsupported. We continuously improve accuracy through evaluation and data refinement.

Are sources provided?

Where available, outputs may reference underlying data or reasoning. Not all results include explicit source attribution.

Privacy & Data

How does FUNDA handle user data?

User inputs may be processed to generate outputs and improve system performance, in accordance with our privacy policies. Learn more →

Is my data used to train the model?

Data may be used in aggregated or anonymized form to improve system quality. Users should avoid submitting highly sensitive or proprietary information unless appropriate safeguards are in place.

Is my research confidential?

We take reasonable measures to protect user data. However, users should follow their own internal policies when handling sensitive information. Learn more →

Team & Enterprise Use

Can FUNDA be used within a company or team?

Yes. FUNDA can be used by individuals within teams. Organizations should ensure alignment with internal compliance and data policies.

Is FUNDA suitable for institutional use?

FUNDA is designed for professional investors. Organizations should evaluate internal compliance and regulatory requirements before adoption.

For enterprise inquiries: [email protected]

Support

How can I contact support?

For issues or feedback, please contact: [email protected]