Portfolio ManagementSync to your back-office for real-time access to your investments
Funds use Totem over 20x a day to answer questions about their portfolio
Investment historyTrack your portfolio investments and valuations over time
Company financialsMonitor your company's financial performance and KPIs
Cap table managementTrack your ownership and coinvestor relationships
Automated AI insightsLeverage AI insights extracted from portfolio update emails and documents
Customizable reportsBuild custom reports for internal and external reporting
What our customers have to say
Totem has supercharged our back-office with a 360° view of our funds
Matt GurinDirector of Finance, RRE Ventures
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
