Totem
Visit websiteAI-forward portfolio monitoring and fund operations platform for venture firms.
Company Profile
Totem is a portfolio monitoring and fund operations platform for venture firms. It brings together portfolio updates, financial documents, meeting notes, cap tables, transaction tracking, reporting, LP materials, and AI-assisted extraction within one operating layer.
- Best for
- Emerging managers, Institutional firms
- Primary users
- Investment team, Fund operations, Investor relations
- Workflows
- Portfolio data collection, Portfolio reporting, LP reporting, AI document extraction
- Region & implementation
- Global, North America · Moderate
- Coverage?Coverage describes review depth; evidence shows how the product was evaluated. Select for the full methodology.
- Company profile
- Evidence
- Documentation reviewed