Data CollectionSchedule recurring data requests to monitor your portfolio's progress
Funds using Totem increase portfolio company response rate by 40%
Automated requestsSchedule recurring data requests for your portfolio companies
Customizable KPIsConfigure relevant KPIs for each portfolio company
Carta integrationCapture your portfolio's cap tables with our Carta integration
Charts & dashboardsAnalyze your portfolio's performance with interactive charting and dashboards
Currency conversionHandle multiple currencies with real-time bank exchange rates
What our customers have to say
Totem's automated data requests have reduced the burden of collecting data from our companies every quarter, allowing us more time to focus on analysis rather than collection.
Conor WebbSenior Associate, ffVC
Working with leading firms around the globe for 7 years
