Relay for Web

Product snapshot

Relay — created by AngelList — is an AI-driven platform for organizing and reviewing investment paperwork and company updates. It ingests unstructured investor communications and presents concise, actionable information so investment teams can monitor portfolio health without digging through inboxes.

How it operates

• Forward investor emails or attach documents to Relay and its AI will parse them, locating critical items such as pay-to-play clauses, revenue figures, and burn/runway indicators.
• Within minutes, recipients get a short, machine-generated summary delivered by email highlighting the most important points.
• All processed files and parsed data are stored and indexed so teams can retrieve past updates and investment documents quickly.

Core capabilities

• Portfolio dashboard that combines structured investment records, AI summaries, and archived updates to surface trends and performance indicators.
• Historical document repository organized by company, year, and month for easy lookup and auditability.
• Email intake and extraction engine that pulls metrics and provisions from free-form investor updates and other documents.
• Automated note generation that condenses long updates into brief, readable summaries for rapid consumption.

Access controls and collaboration

• Multi-tier permissioning lets administrators assign different access levels so only appropriate stakeholders can view sensitive documents or insights.
• Team-level sharing makes it easy to distribute key findings and coordinate on portfolio updates while preserving confidentiality.

Value to users

• Converts scattered, unstructured updates into clear, actionable intelligence that supports decision-making.
• Reduces time spent sorting and summarizing inbound information, helping teams avoid inbox overload.
• Improves visibility across a portfolio so investors can spot performance shifts and prepare concise investor communications.

Typical workflows

• Send investor updates to Relay → AI extracts metrics and clauses → summary emailed to the team → documents and parsed data saved to the company’s archive for future analysis.