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AI-Native Portfolio Management
For Your Fund.

Floom automatically collects, extracts, and unifies your portfolio data from any source — emails, decks, spreadsheets — so your team gets answers, not busywork.

Now onboarding design partners

100%
Extraction Accuracy
500+
Hours Saved / Year
Any
Document Format

Everything you need to run your fund

From data collection to LP reporting — everything in one platform.

Collect data without
the back & forth

Founders reply by email with documents in any format. No portals, no forms. Automated follow-ups keep everything on schedule.

  • Automated follow-ups and reminders
  • Real-time status tracking
  • Accept any document format
Send Request
Founder Replies
Auto-Track
Collected

Every number traced
to its exact source

AI extracts from any document. Click any metric to jump to the highlighted passage in the original file. No black boxes.

  • Source highlighting — see exactly where data came from
  • 100% accuracy with human review
  • Full audit trail with timestamps
Q1_Financial_Report.pdf
Revenue
$2.4M
Page 3 · Verified
Burn Rate
$180K/mo
Page 6 · Verified
Headcount
42
Page 10 · Verified
100% accuracy · Full audit trail

Ask anything about
your entire portfolio

Natural language queries across all your portfolio data. Get instant answers with source citations — no spreadsheet digging.

  • Natural language queries across your fund
  • Instant comparisons and trend analysis
  • Every answer cites its source
AI Chat
Which companies grew revenue fastest?
Based on Q1 data:
1. Acme Corp +42%
2. Nova Labs +35%
3. Zenith AI +28%
Comparison
Acme
+42%
Nova
+35%
Zenith
+28%
Sources Cited
Q1 Report — p.3, revenue figures
Nova Financial Update — p.1
Zenith Investor Deck — p.7

From scattered data to powerful insights

Three simple steps. No migration headaches. Works with your existing workflow.

1
Step 1

Collect

Send data requests on your cadence. Founders reply by email with any document format — no portal needed.

2
Step 2

Extract & Verify

AI extracts every metric automatically. Financial analysts verify accuracy. Every number links to its source.

3
Step 3

Analyze & Report

See your fund in one view. Benchmark, track trends, and auto-generate LP reports every quarter.

AI-Powered Extraction 100% Accuracy Source-Linked Auditability Founder-Friendly Single Source of Truth Enterprise Security Automated Reporting
AI-Powered Extraction 100% Accuracy Source-Linked Auditability Founder-Friendly Single Source of Truth Enterprise Security Automated Reporting

Find the answer here,
not in another dashboard.

Floom is built for the real, everyday work of VC and PE firms

Join our Design Partner Program

We're onboarding a limited number of funds to shape the future of portfolio intelligence. Book a demo to see if Floom is right for your fund.

Design Partner · Limited Spots
Early access for forward-thinking funds
Get full platform access, dedicated support, and direct influence on the product roadmap.
Full platform access from day one
Dedicated Slack channel with founders
Biweekly syncs + priority support
Direct influence on product roadmap
Preferred pricing locked in early
Your data is never shared or used for training
Book a Demo →

Ready to transform your
portfolio operations?

See how Floom can save your team hundreds of hours every quarter. Book a 30-minute demo with our founders.

Book a Demo →