AngelList Relay

What is AngelList Relay?

AngelList Relay is an AI-powered tool designed to help you manage and analyze your investment documents and company updates. It is your smart assistant for all things investment-related. It can pull out important details from emails, offers robust document management, a handy portfolio tracking dashboard, and lets you control who sees what with team permissioning. Plus, it really prioritizes keeping your data private and secure.

Relay goes through various terms from different kinds of investment documents and even unstructured company updates. It then gives you quick summaries and insights, making portfolio management a whole lot easier.

Who created AngelList Relay?

AngelList is the team behind Relay. They launched it on July 23, 2023, as a smart, AI-driven tool to help folks manage and analyze investment documents and company updates. The idea is simple: just forward an email, and Relay can extract the key details you need. It also offers features like document management, creating portfolio tracking dashboards, setting up team permissions, and handling your data securely.

Who is AngelList Relay for?

• Investment professionals
• Finance Managers
• Portfolio managers
• Venture capitalists
• Financial Analysts
• Investment analysts

How to use AngelList Relay?

Using Relay is pretty straightforward. Here’s a quick rundown of how to get the most out of it:

1. Extracting Key Details: Just forward your investment documents or company updates to your dedicated Relay email address. Relay’s AI then automatically pulls out important information, like pay-to-play provisions, revenue metrics, and much more.

2. Organizing Your Documents: Relay keeps your documents neatly organized. It sorts them by company, then by year, and finally by month, so you can easily find any historical update you need.

3. Getting AI Summaries: You’ll receive AI-generated summaries of the data Relay extracts, usually via email within about five minutes. It’s a quick way to get the gist of things.

4. Tracking Your Portfolio: Use Relay’s dashboard to keep an eye on your structured investment data. You can generate AI summaries right there and monitor how your companies are performing.

5. Managing Team Access: You can set up team permissioning. This lets you control exactly what information internal and external team members can access.

6. Handling Various Documents: Relay can manage a range of documents, including things like Stock Purchase Agreements (SPAs) and Simple Agreements for Future Equity (SAFEs).

7. Ensuring Privacy & Security: Relay is built with security in mind. It secures your user data, stores it on AWS with encryption, and is compliant with SOC 2 regulations.

8. Parsing Company Updates: You can have Relay parse terms from company updates, such as annual revenue figures or current cash in the bank.

9. Email Handling: To ensure your privacy, Relay only accesses emails that are sent directly to your specific Relay email address.

10. Keeping Data Confidential: Relay makes sure your data is secure and confidential. It uses AWS services, encryption, and conducts regular vulnerability scans to keep everything safe.

By following these steps, you can really make the most of Relay for managing and analyzing all your investment documents and company updates.