Native to the platform
Run skills inside FundFrame
How FundFrame's built-in workflows turn the same skill recipes into first-class platform features connected to your live fund data.
See it in motion
A skill in practice
PE Market Mapping running inside the Investment CRM, building a coverage map on live fund data without any copy-paste.
Before you start
What you need
- A FundFrame workspace. Skills run as built-in features, no install step.
- Your fund data already onboarded. Most skills depend on GP records, fund history, or portfolio monitoring data.
The walkthrough
Step by step
- 1
Open the relevant module
Each skill is wired to the FundFrame module it belongs to. PE Market Mapping lives inside Investment CRM. Diligence skills live inside Diligence. Forecasting skills live inside Forecasting.
- 2
Pick the workflow
Inside the module, find the workflow card that matches the skill. Workflows are versioned and stay in sync with the skill files we publish on this site.
- 3
Run on your own data
FundFrame runs the same recipe against your live GP records, fund history, and discovery sets. No copy-paste, no refresh, no exporting back into a spreadsheet.
- 4
Refresh anytime
Workflows can be re-run on demand or scheduled. Outputs are stored alongside the underlying records so future versions of the skill keep historical context.
Worth knowing
Tips
- Workflows compose. The Market Mapping output feeds directly into the Diligence and Portfolio Monitoring modules so coverage maps stay current.
- Every workflow respects your firm's data permissions. Analysts only see GPs and funds they're already entitled to.
- Updates ship continuously. When we publish a new skill version on this site, the corresponding FundFrame workflow updates the same week.
If something feels off
Troubleshooting
- I can't find the workflow inside my module
- Some workflows are gated by plan or by data scope. Reach out and we'll confirm what's enabled on your workspace.
- The output looks different to the skill file
- FundFrame's version is always a strict superset, it just runs on your data instead of public sources. If something feels off, share the run and we'll diff it against the latest skill.