portfolio

Relay

Relay

AngelList Relay is an AI-powered tool that helps users manage and analyze investment documents and company updates. By simply forwarding an email, Relay is able to extract key details from investment documents and unstructured investor updates. This includes information such as pay-to-play provisions, revenue metrics, burn rate, and more. Users receive an AI summary with the extracted data via email, typically within five minutes.

Relay offers document management capabilities, allowing users to access all historical portfolio company updates and investment documents directly in the tool. Documents are organized by company, year, and month, with the ability to bulk download them.

The tool also creates a portfolio tracking dashboard that combines structured investment data, AI summaries, and historical documents from emails. This helps users identify insights, track performance of portfolio companies, and craft investor updates for LPs.

Relay includes team permissioning and access features, ensuring that relevant stakeholders, both internal and external, have access to investment documents and key insights. The tool allows for multi-level team permissioning, granting different levels of access to different team members.

Users of Relay have praised its ability to transform unstructured data into a clear, actionable overview, providing value by organizing information that would otherwise be buried in email inboxes.

Relay offers different pricing plans, starting with a free tier that includes limited parsing capabilities, and higher tiers with increased parsing limits, unlimited team members, and additional features such as audit support and LP facing updates.

Relay is designed to handle a variety of investment documents, including SPAs and SAFEs, and currently supports parsing of terms related to these documents. The tool can also parse various terms and data from company updates, such as annual revenue, burn per month, cash in bank, number of customers, and more.

User Personal Identifiable Information (PII) is managed in accordance with AngelList’s privacy policy, and Relay only receives the emails and documents that are sent to the Relay email address. Data is stored using AWS services, encrypted at rest and in transit, and compliant with SOC 2 regulations.

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OneClick

The DeFi App – One Click Crypto is a robo-advisor for managing decentralized finance (DeFi) portfolios. It uses artificial intelligence to scan the user’s wallet address and generate a DeFi risk score. Based on the analysis of user’s on-chain history, the AI recommends a personalized portfolio that suits their investment profile.

The process can be initiated by connecting the user’s wallet to the platform and giving permission for the AI to analyze their transaction history. The platform claims to provide personalized and best-performing portfolios while taking into account the user’s risk appetite and investment goals.

The DeFi App – One Click Crypto is an educational and research platform about cryptocurrencies and decentralized finance. However, it does not provide investment or financial advice, and none of the contents contained on the website constitutes an offer or solicitation to buy or sell any financial products.

The platform emphasizes its commitment to user privacy and explicitly states users’ acceptance of the terms of use and privacy policy are required to access the platform.

Overall, the DeFi App – One Click Crypto is a tool for those interested in investing in DeFi, providing personalized and AI-driven recommendations for portfolio management. Its risk-scoring feature helps users monitor their risk exposure, and while it provides educational materials, it does not provide financial advice.

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Kvants

Kvants.AI is a decentralized asset management platform that utilizes AI-driven quantitative trading strategies to grant retail investors access to tokenized hedge fund strategies. The platform offers a variety of AI-driven trading algorithms, ranging from high-frequency market making to market volatility prediction, which can be accessed through tokenized funds and a user-friendly interface.

The primary goal of Kvants.AI is to democratize access to trading strategies that were previously exclusive to institutional investors. This is achieved by providing a fully compliant and easy-to-use subscription model based on NFT tokens. The ecosystem’s backbone is the KVNT token, which enables users to invest, vote, and earn.

With over $50 million in assets under management from institutional investors, Kvants.AI acts as a bridge between institutional investors and retail clientele. It empowers users to diversify their portfolios and generate alpha through AI-driven algorithmic trading. The platform offers an intuitive token economy and a fully compliant subscription model, making it accessible to a wide range of users.

Overall, Kvants.AI is a powerful tool for retail investors seeking access to AI-driven trading algorithms that were previously only available to hedge funds and institutional investors. The platform provides a user-friendly interface and a range of tokenized algorithms, allowing users to diversify their portfolios and generate alpha through trading strategies developed by leading hedge funds.

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Chora

Chôra is an intelligent non-custodial account abstraction wallet that aims to enhance security, simplify user experience, and promote recoverability. This wallet offers social login, two-factor authentication (2FA), text-to-invest chatbot, and gasless transactions, among other features.

One of the main advantages of Chôra is its account abstraction logic that allows users to delegate a part of security without giving up custody of their assets while eliminating the single point of failure. In the event of a worst-case scenario, the wallet supports recovery through a single-key recovery based on a time lock.

The text-to-invest feature in the alpha stage is another innovative tool that allows users to control their portfolio with AI-assisted chat. Automate and schedule actions will be available soon. Chôra’s user interface and experience are straightforward, making it easy for users to switch between wallets or ledgers to manage their accounts. The wallet is built upon solid foundations and is compatible with EVM networks.

In terms of security, Chôra employs 2FA at the transaction level and provides unmatched recoverability. The wallet takes care of security in part by operating a co-signing key without taking over the custody of the account.

Overall, Chôra is a promising tool for users who prioritize security, usability, and recoverability in their crypto transactions.

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Telescope

Telescope is an AI tool specifically designed for finance companies, aiming to facilitate the delivery of high-quality AI applications in the financial sector. It offers various features such as portfolio creation, investment discovery, and generating insights. The tool recently introduced Telescope Radar, which focuses on unpacking investor personas using AI.

Telescope works seamlessly with broker apps, hedge funds, publishers, and startups, providing a generative AI architecture to enhance the user experience on their platforms. It offers three foundation products: Ripple, Radar, and Fuse. Ripple enables the creation of intelligent stock baskets based on a single theme or future event, eliminating friction between ideas and trades. Radar provides recommendations for portfolios or single stocks by constructing AI-generated personas, offering highly relevant trading suggestions to users. Fuse allows users to create their own content in a brand-specific tone and gather unique data on financial instruments.

For developers, Telescope offers a simple and seamless API integration to accelerate the development process. The tool also includes a flexible investment engine that allows users to design their own meta-model and match it against their datasets.

Telescope’s AI capabilities empower users to view the future and generate investment ideas from prompts or themes. It utilizes AI-driven stock selection to convert themes into actionable investment opportunities. With a focus on hyper-personalization, Telescope enables more trades and higher user engagement, resulting in increased conversions and retention rates. Testimonials from real investors showcase the tool’s positive reception within the industry.

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