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Relay
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Portfolio analysis (1)

Relay Verified Tool

Investment document management & analysis

Monthly visits: 5,120

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Starting price from $500

Tool Information

Overview of Relay

Relay is a web-based portfolio analysis tool designed to assist users in managing and analyzing investment documents and company updates. By leveraging AI technology, Relay simplifies the process of extracting key information from various investment documents and unstructured updates, allowing users to gain insights quickly and efficiently.

Core Features

One of Relay's standout features is its ability to process investment documents through email. Users can forward relevant emails to Relay, which then extracts critical details such as pay-to-play provisions, revenue metrics, and burn rates. Typically, users receive an AI-generated summary of this information within five minutes, streamlining the data retrieval process. Additionally, Relay provides a comprehensive document management system, organizing all historical updates and investment documents by company, year, and month, with options for bulk downloading.

Portfolio Tracking and Insights

Relay offers a portfolio tracking dashboard that integrates structured investment data, AI summaries, and historical documents. This feature enables users to monitor the performance of their portfolio companies effectively and identify valuable insights. The tool also assists in crafting investor updates for limited partners (LPs), enhancing communication and reporting.

Team Collaboration and Permissions

Relay includes robust team permissioning features, allowing organizations to manage access to investment documents and insights. Users can set different access levels for team members, ensuring that relevant stakeholders can view and utilize the necessary information while maintaining data security.

Document Handling and Compliance

Designed to accommodate a variety of investment documents, Relay can parse terms from SPAs and SAFEs, as well as extract data from company updates, including annual revenue and customer counts. User data is handled in accordance with privacy policies, and Relay ensures compliance with SOC 2 regulations by utilizing AWS services for data storage, with encryption both at rest and in transit.

F.A.Q (20)

Relay is an AI-powered tool that aids users with the management and analysis of investment documents and company updates. Key details can be extracted by simply forwarding an email. The tool offers document management capabilities and the creation of a portfolio tracking dashboard. Relay also includes team permissioning and access features and respects the privacy and security of user data.

Relay extracts key details from investment documents and unstructured investor updates through its AI-powered term extraction feature. Users forward emails with these documents and updates to their Relay email address, and the tool automatically parses key details such as pay-to-play provisions, revenue metrics, burn rate, and over 20 other terms.

Relay organizes investment documents by company, year, and month. It provides users access to all historical portfolio company updates and investment documents directly in the tool. Users also have the ability to bulk download these documents.

The AI summary generated by Relay includes the key data that has been extracted from investment documents and unstructured investor updates.

Users typically receive the AI summary with the key data extracted by Relay via email within less than five minutes.

Relay's portfolio tracking dashboard includes structured investment data, AI summaries, and historical documents from unstructured emails. The dashboard allows users to identify insights, track performance of portfolio companies, and craft investor updates for LPs.

Yes, Relay does offer team permissioning and access. It ensures that both internal and external team members have access to investment documents and insights. A multi-level team permissioning system allows for different access levels for various team members.

Relay can manage various types of investment documents including Stock Purchase Agreements (SPAs) and Simple Agreements for Future Equity (SAFEs). It supports the parsing of terms related to these documents.

Yes, Relay provides different pricing plans. The base plan, which is free, includes limited parsing capabilities. Higher tiers offer increased parsing limits, unlimited team members, and additional features such as audit support and LP facing updates.

Yes, Relay respects the privacy of users and secures their data. User Personal Identifiable Information (PII) is managed in accordance with AngelList's privacy policy. Only the emails and documents that are sent to the Relay email address are received by Relay. Data is stored using AWS services, which is encrypted at rest and in transit, and is compliant with SOC 2 regulations.

Relay can parse various terms and data from company updates, such as annual revenue, burn per month, cash in bank, number of customers, and more.

Relay's document management capabilities allow users to access all historical portfolio company updates and investment documents directly in the tool. These documents are organized by company, year, and month, with an option to bulk download.

Yes, Relay aids users in tracking the insights and performance of their portfolio companies. This is done through its portfolio tracking dashboard that combines structured investment data, AI summaries, and historical documents from unstructured emails.

Relay can manage a variety of investment documents. This includes but not limited to Stock Purchase Agreements (SPAs), Simple Agreements for Future Equity (SAFEs), and other related documents.

Under the Base pricing plan, Relay allows for two team members. But the Core and higher pricing plans offer unlimited team members.

Yes, Relay supports parsing of terms related to investment documents such as Stock Purchase Agreements (SPAs) and Simple Agreements for Future Equity (SAFEs).

Relay handles User Personal Identifiable Information (PII) in accordance with AngelList's privacy policy.

Relay uses Amazon Web Services (AWS), such as S3 for object storage and RDS for relational database management to ensure data security and confidentiality. It employs encryption at rest and in transit, access management through IAM roles, regular vulnerability scans, and is SOC 2 compliant.

Relay only receives the emails and documents that are specifically sent to your Relay email address.

No, Relay only has access to the emails and documents that users have explicitly sent to the designated Relay email address.

Pros and Cons

Pros

  • Extracts key investment details
  • Analyzes investment documents
  • Quick data summary
  • Document management capabilities
  • Organizes document by company
  • Yearly and monthly document organization
  • Bulk download option
  • Portfolio tracking dashboard
  • Combines investment data
  • Combines historical documents
  • Multi-level team permissioning
  • Pricing plans availability
  • Free tier accessibility
  • Increased parsing limits
  • Supports multiple document types
  • Privacy policy compliant
  • Protects personal information
  • Supports SPAs and SAFEs
  • Term and data parsing
  • Supports unlimited team members
  • Automated audit support feature
  • LP facing updates
  • Compliant with SOC 2
  • Extracts investment date
  • Extracts pay-to-play provisions
  • Extracts revenue metrics
  • Extracts burn rate
  • Extracts 24+ other terms
  • Historical portfolio access
  • Identifies insights
  • Tracks portfolio performance
  • Crafts investor updates
  • Stores user data securely
  • Handles unstructured data
  • Handles a variety of terms
  • Dashboard accessible to stakeholders
  • Data encryption in transit
  • Data encryption at rest
  • Vulnerability scans

Cons

  • Limited parsing capabilities
  • Email forwarding required
  • Pricing scales with usage
  • Limited document types supported
  • Team permissioning complexity
  • Dependent on correctly formatted emails
  • Difficult for non-technical users
  • Limited to investment documents
  • Unsorted data if association failed
  • Limited free tier features

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Overview

Tool Type Portfolio analysis

Applicable Tasks

portfolio analysis document investment
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