Financial Collection Create & schedule financial requests to monitor your portfolio's progress
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
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
Learn how Totem can scale your financial collection Starting at $300 per month