The AI fund
operating system
A single source of truth across your fund
| Deal | Gross | Net | |
|---|---|---|---|
| IRR | 30% | 22% | 14% |
| TVPI | 1.54x | 1.33x | 1.18x |
| RVPI | 1.46x | 1.12x | 0.93x |
| DPI | 0.40x | 0.21x | 0.09x |
Capture
All your fund's data, organized automatically.
Verify
Key details extracted, verified and traceable.
Monitor
Every company update, tracked as it happens.
Every source in one place.
Back-office, company performance and public data, all captured seamlessly.
Back-office sync
Sync your back office to monitor portfolio and fund performance in real time
Data requests
Ask portfolio companies for exactly what you need, no login required
Email forwarding
Forward investor updates, board decks and financials, each filed automatically
Meeting transcription
Connect your notetaker and capture key details from your calls
News tracking
Catch every funding round, press mention and competitor announcement
Numbers you can actually trust.
Every figure extracted by AI, verified by a human and linked to its source.
Source tracking
Click any number to see exactly where it came from
Smart aggregation
Roll monthly figures up into quarters and years, all reconciled
Human verification
Approve every extracted figure before it reaches a report
Currency conversion
View every metric in your fund's currency, alongside the original
Audit trail
Track every change, including who made it and when
Always on top of your portfolio.
Every update, metric and insight across your portfolio, right at your fingertips.
Portfolio timeline
Follow every update across your portfolio in one feed
AI briefs
Get key metrics and an AI summary for any company or fund
Weekly digest
Receive every update that matters in one weekly email
Lumen: Closed a $40M Series B to expand manufacturing in Ohio and Monterrey.
Sora: Is raising a $12M extension at a $90M pre-money valuation.
Acme: Grew revenue 18% quarter over quarter to $4.6M.
Helios: Signed its first two enterprise customers in Europe.
Northwind: Runway is down to 9 months after a slower Q3.
Visual explorer
Zoom from your firm into any fund or company, sized by any metric
Standard reports
Export schedules of investments, capital accounts and LP reports
Platform
Take your data anywhere
We'll never hold your data hostage. Pull it into a spreadsheet, hand it to an AI agent or build on it with our API.
API
Integrate Totem with external systems to power automations and extend workflows
Agents
Connect your data to AI assistants to query, analyze, and automate workflows
Plugins
Pull your fund data into Excel and Google Sheets for custom reporting and analysis
Security for the AI era
Security has never mattered more. Your fund's data stays encrypted, access-controlled and yours alone, and it's never used to train AI models.
Security
Enterprise-grade protection for your most sensitive fund data.
- Single sign-on (SSO)
- Multi-factor authentication
- Encryption at rest and in transit
- 99.99% uptime SLA
- Regular penetration testing
- 24/7 continuous monitoring
- GDPR compliance
Backups
Encrypted daily backups with point-in-time recovery.
Permissions
User access controls with view and edit roles to protect sensitive fund data.
Audit
Comprehensive audit logs tracking every change and access across your fund.
Anonymity
Your customer data is never used for AI training or cross-customer insights.
Integrations
Works with your favorite tools
Testimonials
Trusted by leading investors
I use Totem at least ten times a day — it's like having an analyst in my pocket!
Totem has supercharged our back-office with a 360° view of our funds.
We run a portfolio spanning 800+ companies across more than 15 funds. Now that we've upgraded to Totem, we can prepare quarterly reports in days and answer questions about an investment in seconds. Totem has added immense value to our fund operations.
Totem has given me a single source of truth across all my needs as a fund manager. Being a solo GP couldn't get easier.
Totem gives us deeper insights across our portfolio and the confidence to walk into any LP conversation with the data at our fingertips.
I was surprised by how intuitive Totem as a platform is. We were able to get up and running in no time, and the results were immediate.
I use Totem at least ten times a day — it's like having an analyst in my pocket!
Totem has supercharged our back-office with a 360° view of our funds.
We run a portfolio spanning 800+ companies across more than 15 funds. Now that we've upgraded to Totem, we can prepare quarterly reports in days and answer questions about an investment in seconds. Totem has added immense value to our fund operations.
Totem has given me a single source of truth across all my needs as a fund manager. Being a solo GP couldn't get easier.
Totem gives us deeper insights across our portfolio and the confidence to walk into any LP conversation with the data at our fingertips.
I was surprised by how intuitive Totem as a platform is. We were able to get up and running in no time, and the results were immediate.
I use Totem at least ten times a day — it's like having an analyst in my pocket!
Totem has supercharged our back-office with a 360° view of our funds.
We run a portfolio spanning 800+ companies across more than 15 funds. Now that we've upgraded to Totem, we can prepare quarterly reports in days and answer questions about an investment in seconds. Totem has added immense value to our fund operations.
Totem has given me a single source of truth across all my needs as a fund manager. Being a solo GP couldn't get easier.
Totem gives us deeper insights across our portfolio and the confidence to walk into any LP conversation with the data at our fingertips.
I was surprised by how intuitive Totem as a platform is. We were able to get up and running in no time, and the results were immediate.