Totem VC
AI fund operating system centralizing all fund data
4.3Contact salesBest for Funds automating ops from dealflow through LP reporting
Fund OS AI LP Reporting
Overview
Totem is an AI-first fund operating system used by firms like RRE Ventures, Kapor Capital and Village Global, with $20B+ in AUM managed on platform. It centralizes transactions, cap tables, portfolio financials and communications, then puts AI to work: extracting data from statements and decks, transcribing meetings, and drafting LP reports. Integrations with Carta, Gmail, Excel and AI assistants make it the connective tissue of a fund's back office.
Key features
- Single source of truth for fund and portfolio data
- AI extraction from financial statements and documents
- Dealflow and relationship management
- Automated LP reporting and quarterly letters
- Carta, Gmail and Excel integrations
- AI-assistant access to fund data
Pros
- AI document extraction kills hours of manual data entry
- Scales from solo GPs to multi-fund platforms
- Strong roster of respected venture firms as users
Cons
- Migrating years of fund data takes real onboarding effort
- Pricing is opaque without a sales conversation