Description

Relay is AngelList’s smart portfolio management tool for centralizing investment documents, company updates, and portfolio data in one dashboard. It connects to your inbox to parse unstructured emails and attachments into structured records for easier tracking and record keeping.

It supports AI-powered term extraction, valuation management, and SOI reconciliation, with team access features for collaborative workflows across funds.

How we innovate

Relay is distinctive for combining inbox-based parsing with portfolio management, turning emails and attached documents into a structured, searchable system of record for investment teams.

Use Case / Scenario

1. Portfolio tracking

Use Relay to view investment information and company performance in a centralized dashboard, giving your team a clearer picture of portfolio activity at a glance.

2. Document extraction

Forward investment documents and company updates to Relay so it can extract key terms such as valuation details, revenue metrics, burn rate, and other structured data from emails and files.

3. Collaboration and reconciliation

Track valuations, compare Schedule of Investments contents against your portfolio, and work with team members through multi-level permissions and shared dashboard access.

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