The Mantle Portal Connector for Claude lets you work with your private investment portfolio without leaving the chat or task interface. Want to know your total exposure to a specific company across every fund and entity you own? Or have Claude draft a portfolio brief from this quarter's GP letters? Either way, it works from your live Portal data with citations.

Who is this for?

If you've ever spent an afternoon stitching together exposure data across funds in Excel, this is built for you.

• Family offices managing multi-fund, multi-entity portfolios

• Endowments, pensions, and foundations consolidating data across many GPs

• Fund-of-Funds GPs who need lookthrough visibility into underlying portfolio companies

What you can do with it

The connector works with both Claude chat (single-user or Team plan) and Claude Cowork — Anthropic's agentic AI for desktop knowledge work. The two fit different jobs:

• Claude chat — conversational Q&A. Fast back-and-forth on your portfolio with answers and citations.

• Cowork — agentic task handling. Give it a goal and it returns a finished deliverable (memo, spreadsheet, primer).

Claude Chat

Portfolio Exposure and Concentration

• "What's my exposure to [Company] across all my funds and entities?"

• "Show me my top 10 portfolio companies by fair value."

• "What percentage of my portfolio sits in my top 5 holdings?"

• "Which of my funds hold [Company]?"

Performance

• "What's my total fair value vs. cost basis across all my funds?"

• "Which of my funds are showing the largest unrealized gain on deployed cost?"

• "Which portfolio companies have appreciated the most above cost basis?" (useful for both LPs and Fund-of-Funds GPs looking through fund wrappers)

Capital and Deployment

• "What's my total committed vs. deployed capital across all funds and entities?"

• "Which funds have deployed the most capital relative to my commitment?"

• "Which holdings are written down to zero, and what's my total impairment exposure?"

Document Research

Claude can pull from your documents — LPAs, capital call notices, K-1s, capital statements, quarterly investor reports.

• "Summarize the key updates from [Fund]'s latest quarterly investor report."

• "Find the most recent capital call notice for [Fund] and tell me when it's due."

• "What did the GP say about [Portfolio Company] in last quarter's update?"

• "Do I have all the Q4 2025 capital statements for all my investments?"

Claude Cowork

• Quarterly portfolio brief — "Read this quarter's GP letters and investor reports across my funds and draft a 1–2 page brief for our IC."

• Cross-fund document analysis — "Compare MFN clauses across my LPAs and produce a comparison table."

• Onboarding primer — "Draft a portfolio primer for our new analyst — funds, top holdings, recent activity."

How to set it up

Before you start, have these handy:

• Your Mantle Portal login credentials.

• A Claude account: A free plan works to try it out, but Pro or higher is recommended for real use (a free account hits token limits quickly on portfolio queries).

Most customers run their first query within five minutes.

1. Open Claude at claude.ai.

2. Add the connector.

   • Go to Settings → Connectors → Add custom connector

   • Name: Mantle Portal

   • Remote MCP server URL: https://portal.withmantle.com/api/mcp

   • Click Add

3. Connect your Portal account.

   • Find Mantle Portal in your connector list and click Connect

   • Sign in with your Mantle Portal credentials when prompted

That's it. Start a new conversation and try one of the prompts above.

Good to know

Beta release. This connector is early — expect some rough edges, and the data surfaces will keep expanding. We're shipping with a small group of design partners to learn what's most useful, and your feedback shapes what gets built next.

Live data, no syncs. Claude queries Portal directly. New data shows up the moment it's in Portal — no refresh, no cache.

What's queryable today. Fund positions, lookthrough exposure to portfolio companies, fair values and cost basis extracted from Schedule of Investments, and the full text of your fund documents. Not sure what's available? Ask Claude: "What can you tell me about my Mantle Portal data?"

Security and access. Your portfolio data stays in Mantle Portal — Claude pulls only what's needed for each specific prompt, and Mantle doesn't cache or store the response on its side. Each user connects their own Mantle Portal account in Claude or Cowork — Claude only sees what that user can already see in Portal. We log every connector request at the Portal level, giving you an audit trail of what was accessed and by whom. We can enable or disable the connector for your organization at any time, with no Claude-side changes needed to revoke.

Privacy. Before using the connector with sensitive portfolio data, review your Claude data privacy settings at claude.ai/settings/data-privacy-controls and turn off:

• Help improve Claude — prevents your chats and tasks from being used to train Anthropic models

• Location metadata — prevents Claude from collecting city/region location data

Have questions, hit a snag, or want to share feedback? Reach out to your Mantle contact or portal_support@withmantle.com.