EMAIL-FIRST PORTFOLIO MANAGEMENT

Manage Your Portfolio
From Your Inbox

Forward GP reports, ask questions, have a real conversation. AI asks for clarification when needed—just reply. No login required.

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How It Works

Three simple patterns that change how you manage your portfolio.

1. Forward Documents

Forward GP reports, capital call notices, or distribution statements to your Nagare inbox.

To: inbox@mail.nagare.io
Subject: FW: Q3 Report - Sequoia XV

2. AI Extracts & Proposes

AI reads your documents, extracts data, and emails you back with what it found and proposed updates.

"Found Q3 actuals for Sequoia XV:
• NAV: $12.4M (+8%)
• Capital called: $2.1M

Reply 'yes' to update fund."

3. Confirm & Done

Reply to confirm. AI updates your portfolio and sends confirmation. Full audit trail preserved.

"Done! Sequoia XV updated:
• Q3 2024 NAV recorded
• Capital call transaction added

View in Nagare →"
KEY DIFFERENTIATOR

It's a Conversation, Not a Form

Unlike upload portals that just accept files, the Email Inbox Agent talks back. It asks clarifying questions before taking action.

EXAMPLE CONVERSATION
You

*forwards PDF*

FW: Q3 Capital Account Statement

AI

I found a capital call of $2.1M in this statement. However, I see two funds with similar names:

  • • Sequoia Capital Fund XV (vintage 2022)
  • • Sequoia Growth Fund XV (vintage 2023)

Which fund should I update?

You

The 2022 vintage

AI

Got it. I'll record this to Sequoia Capital Fund XV (2022):

  • • Capital call: $2,100,000
  • • Due date: Jan 15, 2025
  • • Updated NAV: $14.2M

Reply 'yes' to confirm these updates.

You

Yes

✓

Done! Sequoia Capital Fund XV updated. Capital call recorded, NAV refreshed.

🤔

Asks When Unsure

Ambiguous fund names? Missing dates? AI asks before guessing.

💬

Multi-Turn Threads

Reply back and forth. Add context. Correct mistakes. Natural conversation.

🛡️

Never Acts Without Approval

AI always proposes, you always confirm. No surprises.

Everything You Can Do Via Email

Full portfolio management without ever logging in.

Document Processing

Forward GP quarterly report → NAV, calls, distributions extracted
Forward capital call notice → Amount, due date, fund identified
Forward distribution notice → Proceeds, type, date captured
Forward K-1 statement → Tax data extracted, reconciled

Ask Questions

"What's my total NAV?" → Current portfolio value with breakdown
"Show my VC exposure" → Strategy allocation analysis
"Liquidity forecast for Q2" → Projected cash flows by quarter
"Which funds are underperforming?" → IRR comparison vs benchmarks

Confirm Updates

Reply "yes" to extracted data → Fund actuals updated
Reply "yes, record the call" → Transaction created
Reply with corrections → AI adjusts and re-proposes
Reply "no" or ignore → No changes made

Natural Conversations

Reply with follow-up questions → Conversation continues in thread
Ask for clarification → AI explains its analysis
Request changes to proposal → AI adjusts accordingly
Forward additional docs mid-thread → Context preserved

Enterprise-Grade Security

Email convenience doesn't mean compromising on security.

Verified Senders

Only emails from verified organization members are processed

Ephemeral Keys

Short-lived API keys expire automatically, no permanent tokens

Full Audit Trail

Every email, action, and confirmation logged for compliance

Tenant Isolation

Complete data separation between organizations

Why Email-First?

Zero Context Switching

GP sends you a report → forward it → done. No tab switching, no login, no interruption to your workflow.

Works From Anywhere

Phone, tablet, desktop. Any email client. On a plane with spotty wifi? Email still works.

Natural Document Flow

Documents arrive by email anyway. Why download, login, upload when you can just forward?

Async by Design

Complex documents take time to process. No timeouts. AI responds when it's done—minutes or hours.

Built-in Paper Trail

Your email is already your record system. Now portfolio updates are part of that history.

TYPICAL WORKFLOW
1
GP sends quarterly report
2
You forward to inbox@nagare.io
3
AI extracts data, emails proposal
4
You reply "yes"
Portfolio updated
Total time: ~30 seconds

Prefer a Chat Interface?

Portfolio Companion gives you the same AI capabilities in an interactive chat. Perfect for complex analysis and multi-step workflows.

Learn about Portfolio Companion →

Want Automated Monitoring?

Agent Schedules run recurring checks automatically—missing actuals, NAV reconciliation, commitment expiry warnings.

Learn about Agent Schedules →

Ready to Manage Your Portfolio
From Your Inbox?

Stop the login-download-upload cycle. Just forward and confirm.

Request DemoSee It in Action