Audience

Funds and venture capital

About Totem VC

A modern operating system designed specifically for funds. Sync directly to your back-office to stay on top of your investments and fund performance. Automate your data collection process to monitor your companies' progress and better assist with their needs. Produce custom LP reports with our robust report builder or with real-time data accessible from within Excel. Centralize your deal pipeline to align your investment team and save hours of manual entry each day. Leverage your firm's network to help with sourcing deals, fundraising, recruiting and making introductions.

Integrations

Ratings/Reviews - 1 User Review

Overall 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Company Information

Totem VC
United States
totemvc.com

Videos and Screen Captures

Totem VC Screenshot 1
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Product Details

Platforms Supported
Cloud

Totem VC Frequently Asked Questions

Q: What kinds of users and organization types does Totem VC work with?
Q: What languages does Totem VC support in their product?

Totem VC Product Features

Investment Management

Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported

Stock Portfolio Management

Order Management Not Supported
For Traders Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Wash Sale Detection Not Supported
Portfolio Rebalancing Not Supported
Technical Analysis Not Supported
For Investment Advisors Not Supported
Data Warehousing Not Supported
Portfolio Accounting Not Supported
Tax Management Not Supported
Risk Management Not Supported

Totem VC Verified User Reviews

Write a Review
  • A Totem VC User
    Senior Associate
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "New Fund - Started with Totem"

    Posted 2021-06-08

    Pros: 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.

    Cons: 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.

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

    Read More...
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