Introducing Raziel: every alternative asset in one place. Explore the platform
Integrations
Connect bank accounts, import spreadsheets, and forward statements by email. Raziel’s AI imports and categorizes them so your portfolio stays current without data entry.
Email forwarding
Forward fund statements, capital call notices, and closing documents to Raziel. The AI reads the attachment, matches it to the right holding, and records the activity.
Spreadsheets
Most investors start with a spreadsheet. Import yours to bring existing positions into Raziel, then let the platform keep marks and returns current from there.
Where it lands
Statements, spreadsheets, and documents flow into the same web dashboard, so totals, returns, and holdings update without retyping.
Documents & PDFs
Attach SAFEs, notes, certificates, and agreements to the investment or entity they relate to, and let Raziel extract the terms into the position.
Sources
Connect accounts so cash sits next to your investments.
Import the spreadsheet you track your portfolio in today.
Forward statements and let Raziel’s AI import them.
Upload SAFEs, notes, and agreements and extract the terms.
Connect brokerage accounts to keep public equities in sync.
Wallets and exchanges with live prices.
Common questions about Integrations in Raziel.
Bank accounts, spreadsheet import, email forwarding, and document and PDF upload. Brokerage and crypto wallet connections are coming soon.
Forward an email with a statement or document attached. Raziel’s AI reads the attachment, matches it to the right holding, and records the amounts and dates.
Your data stays isolated to your account and is never used to train models. Documents sit in a private bucket and open only through links that expire after 15 minutes. When AI reads a document, only text excerpts are sent to the model, never names, emails, account IDs, or file names.
Yes. Every position can be added and edited by hand, and AI features are optional.
Integrations
Start free and bring your accounts, statements, and documents into one dashboard.
