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.

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Integrations

See 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
More Reviews Write a Review

Company Information

Totem VC
United States
totemvc.com

Videos and Screen Captures

Totem VC Screenshot 1
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?
Q: What other applications or services does Totem VC integrate with?

Totem VC Product Features

Investment Management

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

Stock Portfolio Management

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

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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