
Automated requests
Schedule your requests and have the system send out automated emails and reminders


Customizable KPIs
Set the quantitative and qualitative KPIs you want to request from each portfolio company
Carta integration
Automatically capture and visualize your portfolio's Carta cap tables


Charting & dashboards
Analyze your portfolio's performance with interactive charting and dashboards
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.