We help funds manage companies through the entire investment lifecycle
Track investments
Sync directly to your back-office to gain realtime access to your investments
Portfolio Management
Collect financials
Create and schedule financial requests to monitor your portfolio's progress
Financial Collection
What our customers have to say
I use Totem at least ten times a day — it's like having an analyst in your pocket!
John Frankel
Founding Partner, ffVC
What our software means for fund managers
Increase visibility
All your data in one place combined with powerful reporting and analytics
Improve productivity
Automate manual tasks and save valuable time so you can focus on what’s most important
Upgrade infrastructure
Properly set up your fund’s foundation to scale as you grow
We work with funds at all stages
Utilize a single platform that provides structure and guidance as you grow
Upgrade your infrastructure and workflows to legitimize your fund's operations
Leverage a comprehensive suite of tools to manage complexities across your funds
Starting a fund
Utilize a single platform that provides structure and guidance as you grow
Managing a fund
Upgrade your infrastructure and workflows to legitimize your fund's operations
Managing multiple funds
Leverage a comprehensive suite of tools to manage complexities across your funds
We support leading funds across the globe
