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Relay

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Relay is an AI-powered tool that simplifies investment document management and analysis.

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December 29th, 2024

About Relay

Relay is a cutting-edge AI-based solution that simplifies the process of managing and analyzing investment documents. By forwarding relevant emails to the tool, users can easily extract crucial information from unstructured investor updates and investment documents.

Key Features

5 features
  • AI-powered data extraction: Extracts key details from investment documents and investor updates automatically.
  • AI-generated summaries: Provides concise and accurate summaries via email within minutes.
  • Document management: Access and organize historical portfolio company updates and investment documents.
  • Portfolio tracking dashboard: Consolidated dashboard for identifying insights and tracking portfolio company performance.
  • Team permissioning and access: Securely manage access for relevant stakeholders, both internal and external.

Use Cases

7 use cases
  • Efficiently organize and access historical investment documents
  • Automatically extract key information for investment analysis and decision-making
  • Monitor portfolio company performance and identify valuable insights
  • Facilitate collaboration among team members and external stakeholders
  • AI-powered data extraction and generation of concise summaries save time and enhance decision-making
  • Document management, portfolio tracking dashboard, and secure team permissioning for effective investment process management
  • Gain valuable insights for better portfolio performance with Relay
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