The fund
operating system
A single source of truth across your fund
| Deal | Fund | Net | |
|---|---|---|---|
| IRR | 30% | 22% | 14% |
| TVPI | 1.54x | 1.33x | 1.18x |
| RVPI | 1.46x | 1.12x | 0.93x |
| DPI | 0.40x | 0.21x | 0.09x |
Centralize your
portfolio data
Consolidate transactions, valuations, financials, cap tables, and documents into a single source of truth for your fund.
Automate insights with
cutting-edge AI
Automatically extract, structure, and analyze portfolio data to surface actionable insights and reduce manual work.
Monitor your portfolio
in real time
Stay up to date with live portfolio activity, including investments, valuations, meetings, and key company developments.
Sync Transactions
Automatically import transactions from your back office so fund activity stays up to date.
Extract Financials
Pull key financial data directly from portfolio company statements, eliminating manual entry.
Capture Updates
Surface important highlights, lowlights, and asks from all your company updates.
Automate Outreach
Send structured surveys to portfolio companies and gather standardized updates.
Transcribe Notes
Turn meetings into searchable transcripts with summarized decisions and action items.
Import Cap Tables
Bring cap table data into Totem to keep ownership records and coinvestors current.
Aggregate News
Stay informed with relevant news and developments across your portfolio companies.
Standardize Reporting
Create consistent portfolio reports using standardized templates and automated data.
Security
Enterprise-grade protection for your most sensitive fund data.
- Single sign-on (SSO)
- Multi-factor authentication
- 256-bit encryption at rest & in transit
- 99.99% uptime SLA
- Regular penetration testing
- 24/7 continuous monitoring
- GDPR compliance
Backups
Encrypted daily backups with point-in-time recovery and geo-redundant storage.
Permissions
User access controls with view and edit roles to protect sensitive fund data.
Audit
Comprehensive audit logs tracking every change and access across your fund.
Anonymity
Your data is never used to train our AI models or aggregated for insights.
Integrations
Works with your favorite tools
Testimonials
Trusted by leading investors
I use Totem at least ten times a day — it's like having an analyst in my pocket!
Totem has supercharged our back-office with a 360° view of our funds.
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.
Totem has given me a single source of truth across all my needs as a fund manager. Being a solo GP couldn't get easier.
I use Totem at least ten times a day — it's like having an analyst in my pocket!
Totem has supercharged our back-office with a 360° view of our funds.
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.
Totem has given me a single source of truth across all my needs as a fund manager. Being a solo GP couldn't get easier.
I use Totem at least ten times a day — it's like having an analyst in my pocket!
Totem has supercharged our back-office with a 360° view of our funds.
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.
Totem has given me a single source of truth across all my needs as a fund manager. Being a solo GP couldn't get easier.