Relay
Relay is a free portfolio analysis tool designed to assist users in managing investment documents and company updates.
By forwarding emails, users can extract important information such as financial metrics and investor updates.
Relay provides an AI-generated summary of the extracted details, usually within five minutes.
Additionally, it offers document management features, enabling users to access historical updates and investment documents directly within the platform.
Key features
- ✅ Extracts key investment details
- ✅ Analyzes investment documents
- ✅ Quick data summary
- ✅ Document management capabilities
- ✅ Organizes document by company
- ✅ Yearly and monthly document organization
- ✅ Bulk download option
- ✅ Portfolio tracking dashboard
- ✅ Combines investment data
- ✅ Combines historical documents
- ✅ Multi
- ✅ level team permissioning
- ✅ Pricing plans availability
- ✅ Free tier accessibility
- ✅ Increased parsing limits
Tags: portfolio, analysis, document, investment