Relay — Investment Document Management & Analysis
Relay is an AI document management platform for investment professionals to automate portfolio data extraction
Relay is an automated investment document management platform that utilizes artificial intelligence to process investor updates and financial statements. It is specifically designed for venture capital firms, angel investors, and private market fund managers who handle large volumes of portfolio data. By eliminating manual data entry, the platform allows investment teams to focus on strategic decision-making rather than administrative tasks. The platform automatically extracts key metrics and financial data from unstructured documents and spreadsheets. Relay then generates concise summaries of company progress, ensuring that stakeholders stay informed without reading through lengthy PDF reports. It provides a centralized dashboard where teams can track historical performance and monitor portfolio health in real-time. As featured on surfai.app, the tool includes sophisticated team permissioning to ensure that sensitive financial data is only accessible to authorized personnel. Business owners can use the platform to maintain a single source of truth for all historical updates across their entire portfolio. This organization improves the speed of quarterly reporting and audits for the 2026 fiscal year. Relay offers a freemium model that allows smaller teams or individual investors to start managing their documents immediately. Scaling to enterprise-level portfolio management requires a paid subscription to access advanced extraction features and higher volume processing capabilities.
- Pricing: freemium
Specifications
| Pricing | freemium |
|---|---|
| Integrations | Slack, Microsoft Teams, Salesforce, HubSpot, Google Drive, Dropbox |
| Best for | venture-capitalists, angel-investors, fund-managers, portfolio-operations |
| Website status checked | 2026-10-23T00:00:50.835+00:00 |
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