AI Inbox · Forward and organize information

One inbox for the information behind your fund.

Forward updates and documents to one inbox. Floom matches each to its company and extracts your metrics.

Book a demo See the inbox workflow

Updates arrive by email. Reviewed figures go to work.

Receive.

Collect reporting responses or forward documents to your Floom inbox.

Address
Your organization’s own, under Settings → General → AI Email.
Senders
Only approved addresses or whole domains can send documents to it.
Replies
Answers to your data requests are recognised and filed against the request.

Review.

Check the company, period, extracted information, and supporting source.

Pending review
Approve or reject each reading, with the line it was read from.
Auto-adopted
Values that match the record go in on their own, and can be retracted.

Use.

Reviewed figures flow into analysis, investment records and connected tools.

Kept with it
The document, the page and the source travel with every value.

Company updates. Board materials. Financial reports. Investment documents.

Start with the formats your workspace supports. We’ll walk through the ones your team handles most.

Company updates

Monthly and quarterly investor letters and replies to your requests.

Board materials

Board decks and pre-reads, with the pages your metrics come from.

Financial reports

Management accounts and KPI spreadsheets.

Investment documents

Closing sets, side letters and valuation reports.

The update arrives. Floom prepares the data.

Floom reads supported content, matches the company and period, and extracts the metrics you track.

Portfolio IntelligenceRequests, AI Inbox and performance Explore Portfolio Intelligence Deal IntelligenceReviewed terms and investment proceeds Explore Deal Intelligence Fund OperationsPositions, activity and AI record actions Explore Fund Operations

Questions

Make the next update easier to use.

Questions? Email support@floom.vc and we’ll help you set up your inbox.

Book a demo