Relay revolutionizes the way you manage and analyze your portfolio. Harnessing the power of AI, Relay turns unstructured data from your emails into a digestible, structured dashboard. No more manual work, just forward an email and let Relay do the magic.
Relay Key Features
- AI-Powered Term Extraction: Say goodbye to manual sifting. Simply forward your investment emails to Relay, and it extracts crucial terms like revenue metrics, burn rate, pay-to-play provisions, and more. Plus, get a summarized version in under 5 minutes.
- Document Management: Relay doesn’t just organize your documents; it archives them efficiently. From SPAs, SAFEs, and others, access historical records organized by company, year, and month. Even better, you can bulk download.
- Portfolio Tracking Dashboard: This is where Relay shines the brightest. It amalgamates investment data, AI summaries, and past documents into a coherent dashboard. Track your portfolio performance, unearth insights, and create investor updates with ease.
- Team Permissioning & Access: Keep your team in the loop. Relay’s dashboard is accessible to everyone – from in-house members to external partners. They’ll see insights, summaries, and documents in real-time.
Relay Pricing Plans:
Base Plan ($0): Ideal for beginners.
Parse up to 5 investment documents/month.
Parse up to 5 company updates/month.
1 Relay address & 2 team members.
AI email summaries.
Document organization by company.
Core Plan ($2k/month or $20k annually with a 17% discount): For the serious investor.
Everything in Base plus
Parse 30 investment docs & 70 company updates/month.
Unlimited Relay addresses & team members.
Relay Alternatives
- BeeBee AI: Simplifies financial reports and earnings calls by offering key insights tailored for the everyday investor.
- MySocialPulse: Leverages data and technology to tackle real-world issues effectively.
Conclusion
In the sea of portfolio management tools, Relay emerges as a beacon of simplicity, powered by AI. Its capability to transform messy data into actionable insights is unparalleled. If you’re seeking a tool to elevate your portfolio management, Relay might just be the one.
