The only platform
financial firms need.
Emblem is the first integrated operating system for finance. Unify your work from calls to audited deliverables and returns across the firm.
Every call, captured.
Record locally or invite Fundy to join. Either way, every management presentation, expert call, and sourcing meeting is transcribed and tagged to the right deal — ready to power your memos and models.
Walk me through the revenue breakdown by segment. The CIM had consolidated numbers but I want to understand the mix.
Sure — enterprise is about 68% of revenue, mid-market is 24%, and SMB makes up the remaining 8%. Enterprise grew 42% year-over-year.
And the net retention on enterprise specifically?
Enterprise NRR is sitting at 138%. We're seeing strong expansion within the install base — most accounts land with one team and expand to three or four within 18 months.
Investment Overview
TechCo Inc. · Series B · March 2026The deck builds itself.
IC presentations, board decks, and LP updates — assembled from your deal data in seconds. Every chart and table pulls live from across the platform. No copy-paste. No stale numbers.
The memo writes itself.
Upload a data room. Emblem reads every page, structures the analysis, and produces an audit-ready IC memo — with every claim traced to its source document. You review it. You don’t build it.
Investment Memorandum
Series B — TechCo Inc. · Confidential Draft
Executive Summary
Capitalization
The model builds itself.
Assumptions populate directly from source documents. Every AI-calculated cell is traceable — click any number and follow it back to the page that produced it. No manual entry. No broken links.
The dashboard updates itself.
Forward a portfolio company email. Metrics refresh. Emblem continuously ingests updates so your portfolio is always current — no quarterly data collection, no spreadsheet wrangling, no fire drills.
Fund Performance
| Company | Invested | Current Value | MOIC | IRR | Status |
|---|---|---|---|---|---|
| Arcline Industries | $82M | $1.9B | 23.2x | 142% | Active |
| MedFlow Health | $120M | $3.4B | 28.3x | 156% | Active |
| Presto Logistics | $95M | $2.1B | 22.1x | 118% | Active |
| Luminos Energy | $68M | $1.2B | 17.6x | 98% | Realized |
Plugs into your stack.
CRMs, cloud drives, AI models, and Office formats — Emblem connects to the tools your firm already uses. No migration, no lock-in.
One secure platform from first look to fifth board meeting.
Deal evaluation and portfolio management aren’t separate workflows. They’re two sides of the same investment. Emblem connects them — the data room that built your memo feeds the dashboard that monitors the company for years to come.
SOC 2 Type II CompliantEverything you need
For firms who value execution over busy work.
Enterprise-Grade Search
Transform due diligence from weeks to minutes with intelligent universal search.
Pixel Perfect Reporting
Generate reports in Word, PowerPoint, and Excel with your firm's formats and branding.
Agentic Deal Tracking
AI-powered deal pipeline management with automated updates, insights, and alerts.
CRM Agnostic
Keep all deals up-to-date in Emblem and use historical deals as context.
Cloud-Agnostic
Emblem syncs to your firm's Google Drive, OneDrive, Box, Dropbox, and/or Egnyte.
Model-Agnostic
Choose your preferred AI model including OpenAI, Claude, Gemini, Grok, and DeepSeek.