Post: Relay


Last Updated: September 27, 2023Categories: Resources1.8 min read

Relay: Simplifying Investment Document Management and Analysis

Relay is an AI-powered tool that simplifies investment document management and analysis. With Relay, users can effortlessly manage and extract vital information from investment documents and unstructured investor updates by simply forwarding relevant emails to the tool.

Relay Features

  • 🤖 AI-powered data extraction: Automatically extract key details from investment documents and investor updates.
  • 📝 AI-generated summaries: Receive concise and accurate AI summaries via email within minutes.
  • 📂 Document management: Access and organize historical portfolio company updates and investment documents.
  • 📊 Portfolio tracking dashboard: A 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

  • 📂 Investment document management: Efficiently organize and access historical investment documents.
  • 🤖 Data extraction: Automatically extract key information for investment analysis and decision-making.
  • 📊 Portfolio tracking and insights: Monitor portfolio company performance and identify valuable insights.
  • 💬 Collaboration and communication: Facilitate collaboration among team members and external stakeholders.


Relay is an indispensable tool for investment professionals, simplifying the management and analysis of investment documents and updates. Its AI-powered data extraction and generation of concise summaries save time and enhance decision-making. With document management, a portfolio tracking dashboard, and secure team permissioning, Relay empowers users to effectively manage their investment processes, collaborate seamlessly, and gain valuable insights for better portfolio performance.


Q: How does Relay extract information from investment documents and updates?

A: Relay uses advanced AI algorithms to automatically extract key details from investment documents and unstructured investor updates.

Q: Can I access and organize historical investment documents with Relay?

A: Yes, Relay provides document management features that allow users to access and organize historical portfolio company updates and investment documents.

Q: How does Relay help in tracking portfolio company performance?

A: Relay offers a portfolio tracking dashboard that provides a consolidated view of portfolio company performance, allowing users to identify insights and track performance metrics.

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