Portfolio Management Sync to your back-office to gain realtime access to your investments
Funds reference Totem over 20x a day to answer questions about their portfolio
Customizable summary Model your portfolio summary with your companies' most critical data
Ownership & coinvestors Map your portfolio's cap tables to unlock valuable coinvestor insights
Investment performance Sync to your back-office to track your investment terms, valuations and performance
Email & calendar Integrate your email and calendar to track correspondence with your portfolio companies
Notes & documents Store all your portfolio company notes and documents in a single place
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Learn how Totem can scale your portfolio Starting at $300 per month