Features How It Works Access Platform ↗

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

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 →