Totem
The AI fund operating system.
Totem is a venture capital fund operating system that centralizes fund operations across the investment lifecycle, covering dealflow, portfolio management, data collection, and LP reporting. It brings transactions, financials, cap tables, documents, and communications into a single source of truth, with automated extraction and analysis to turn portfolio data into usable insights.
Core capabilities include syncing transactions from back offices, extracting financials from portfolio company statements, capturing highlights and asks from company updates, sending structured surveys to portfolio companies, transcribing meetings into searchable summaries, importing cap tables via Carta, aggregating news, and generating standardized reports such as schedules of investments and capital accounts. AI features draft LP letters, one-pagers, and fundraising materials from fund and company data. Integrations include Gmail, Outlook, Calendar, Excel, Google Sheets, Zapier, Carta, Granola, Fireflies, Fathom, ChatGPT, Gemini, and Claude, alongside an API, agents, and Excel and Sheets plugins. Security features include SSO, multi-factor authentication, encryption, audit logs, and role-based permissions.
Totem is built for venture capital funds and investors managing dealflow and portfolio operations. The pages do not specify pricing, plans, or packaging details.
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