Relay - Simplifying investment insights

Relay is a smart portfolio management tool designed to centralize and simplify the management of investment data. By integrating with users' inboxes, Relay parses documents and updates from portfolio companies, transforming scattered information into a cohesive source of truth. This tool enhances record-keeping and streamlines complex workflows, making it easier for firms to manage their portfolios effectively.

1. Portfolio Tracking Dashboard

   View investment information and company performance within a centralized dashboard. Relay's AI technology helps maintain this dashboard by parsing data directly from your inbox or uploaded documents.

2. AI-Powered Term Extraction

   Forward investment documents and unstructured updates to Relay, which automatically extracts key details such as revenue metrics and burn rates, providing an AI summary via email in under five minutes.

3. Valuation Management

   Manage and track valuations across your portfolio, with the ability to export supporting evidence for auditors and monitor company updates efficiently.

4. SOI Reconciliation

   Keep your own set of books while collaborating with service partners. Relay verifies the contents of any Schedule of Investments (SOI) in real-time against your portfolio.

5. Automated Dashboard

   Gain insights at both fund and company levels through an automated dashboard that consolidates investment data and performance KPIs.

6. Team Access

   Multi-level team permissioning allows for collaborative work while maintaining data security and privacy.

1. Open the Relay website and log in to your account.
2. Forward investment documents to your Relay email address for parsing.
3. Utilize the dashboard to view and manage your portfolio data.
4. Regularly check for AI summaries in your email to stay updated on key metrics.
5. Collaborate with your team using the multi-level permission settings to streamline workflows.

What documents can Relay process?

Relay can process various documents including board consents, convertible notes, stock purchase agreements, and more, as long as they are in DOCX or PDF format.

How does Relay manage user Personal Identifiable Information (PII)?

User PII is managed in accordance with Relay's Privacy Policy, ensuring data security and confidentiality.

Can I revoke access to my inbox?

Yes, you can revoke access to your inbox at any time if you enable Relay email sync.

How does Relay store my data?

Relay uses AWS services for data storage and employs encryption and access management to ensure data security.

Pricing information is tailored to individual needs and is available upon contacting sales.

1. Relay effectively centralizes portfolio data, making it easier for users to manage investments and track performance.
2. The AI-powered features streamline document processing, saving time and reducing manual errors.
3. However, the reliance on email integration may pose challenges for users who prefer direct document uploads.
4. The pricing model could be a barrier for smaller firms or individual investors, as it requires contacting sales for tailored solutions.
5. Overall, Relay is a powerful tool for portfolio management, but potential users should consider their specific needs and the associated costs.