Totem VC

Founded by Ella Aminova in 2021

Manage venture capital fund operations, portfolio metrics, cap tables, and investor reporting

Pricing model

Free Tier, Paid

Rating

★ People love it

Time to value

Immediate

You can use Totem to manage venture capital fund operations and track portfolio company performance. The system extracts financial metrics directly from company updates, financial statements, and board decks without manual data entry. You can sync transactions from back-office systems, connect cap tables from Carta, and automate periodic collection surveys from founders. Totem also converts meeting recordings into searchable action items and generates quarterly limited partner reports, capital accounts, and presentation drafts directly inside spreadsheets or custom document templates.

What Totem VC does

Extract revenue and cash burn numbers from financial PDF statementsSend automated quarterly survey requests to portfolio company foundersCalculate gross and net IRR, TVPI, and DPI metricsGenerate limited partner quarterly updates and schedule of investmentsSync ownership records and coinvestor details from CartaTranscribe portfolio check-in meetings into searchable summariesExtract financial figures automatically from portfolio reports and spreadsheetsImport cap table and ownership data through Carta integrationSend automated standardized data collection surveys to founders without loginsTranscribe portfolio meetings and automatically extract action itemsGenerate standardized LP reports and schedules of investmentsSync fund metrics directly into Excel and Google Sheets with pluginsDraft limited partner quarterly letters and presentation decks using built-in AI

Pricing breakdown

Pricing model: Free tier, Paid

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