Financial Collection Create & schedule financial requests to monitor your portfolio's progress
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Funds using Totem increase portfolio company response rate by 40%
Automated requests Schedule your requests and have the system send out automated emails and reminders
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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
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Charting & dashboards Analyze your portfolio's performance with interactive charting and dashboards
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