Totem VC Description

A contemporary operating system tailored for managing funds effectively. Connect seamlessly to your back-office systems to keep track of your investments and the performance of your funds. Streamline your data gathering process to oversee the development of your portfolio companies and enhance your support for their requirements. Generate personalized LP reports using our powerful report creation tool or pull real-time data directly into Excel for convenience. Consolidate your deal pipeline to synchronize your investment team and eliminate countless hours spent on manual data entry each day. Utilize your firm's connections to aid in sourcing new deals, fundraising efforts, recruitment, and facilitating introductions. This comprehensive approach not only boosts efficiency but also empowers your firm to make informed decisions with greater ease.

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Integrations

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Reviews - 1 Verified Review

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features
design
support
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Company Details

Company:
Totem VC
Headquarters:
United States
Website:
totemvc.com

Media

Totem VC Screenshot 1
Totem VC Screenshot 1
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Product Details

Platforms
Web-Based

Totem VC Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Totem VC User Reviews

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  • Name: Anonymous (Verified)
    Job Title: Senior Associate
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    New Fund - Started with Totem

    Date: Jun 08 2021

    Summary: Would highly suggest checking it out. Might not be the best fit for everyone but definitely had everything our team needed.

    Positive: Great price point with a large suite of features. Allowed us to use a single platform for deal flow, portfolio management, and financial collections. Made operations a lot smoother and we saved tons of hours doing manual labor.

    Negative: The design could use some work. Although the analysis is presented in a clean format, it took some time to be comfortable using all the bells and whistles. Some features take a bit of time to get used to but since this became our daily use platform we got comfortable pretty quick.

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