LP ReportingShare institutional-grade LP reports with just a few clicks
Funds using Totem spend half as much time reporting to LPs & auditors
Capital accountsTrack LP transactions & generate detailed capital accounts
Fund performanceCompare fund & LP performance at any point in time
Contact managementManage LP contact groups for all your reporting needs
Company tear sheetsCreate shareable one-pagers for each portfolio company
Excel & sheets pluginSync your back-office spreadsheets to real-time data within Excel & Sheets
What our customers have to say
We run a portfolio spanning 800+ companies across more than 15 funds. Now that we've upgraded to Totem, we can prepare quarterly reports in days and answer questions about an investment in seconds. Totem has added immense value to our fund operations.
Jamie SerioFund Manager, Capital Factory
I use Totem at least ten times a day — it's like having an analyst in my pocket!
John FrankelFounding Partner, ffVC
Working with leading firms around the globe for 7 years
