Help portfolio companies deploy compliant agents from day one. Reduce compliance risk across your fund.
Shulam combines portfolio compliance monitoring, startup-friendly onboarding, fund-level reporting, and scalable agent infrastructure into one platform. Give every portfolio company compliance from day one — free at seed, scaling through growth.
Track compliance health across your entire portfolio from one screen. See which companies have active agents, their transaction volumes, screening pass rates, and spending trends. Identify companies that need compliance attention before regulators or auditors do.
Include Shulam in your standard portfolio toolkit alongside Carta, Brex, and Gusto. Founders sign up in 2 minutes with no credit card. Agents are screened from the first transaction. Compliance receipts stored for 7 years. The fund gets visibility immediately.
Portfolio onboarding
Generate portfolio-level compliance reports that aggregate transaction volumes, screening statistics, held transaction rates, and spending trends across all companies. Export in formats your LPs expect. Schedule automated delivery on any cadence.
Free tier at seed. Plus at Series A. Enterprise at growth stage. Your startups never outgrow the platform. Upgrade paths are self-service — no re-implementation, no vendor switch, no migration pain.
Free tier: 1 agent, 20K screenings, $500 settlement. No credit card. Ship agents on day one.
See compliance health across every company. Agents, screenings, spending, and incidents in one view.
Set baselines at the fund level. Companies inherit automatically. Override per-company when needed.
One-click portfolio reports. Transaction volumes, screening stats, spending trends. Automated delivery.
Free at seed. Plus at Series A. Enterprise at growth. No migration. No re-implementation.
Real-time compliance alerts. Held transactions and spending anomalies visible at the portfolio level.
“We added Shulam to our standard portfolio toolkit alongside Carta and Brex. When a founder deploys their first AI agent, compliance is already handled. 18 portfolio companies are using it now — all from the free tier initially.”
Free for every portfolio company. Fund dashboard included. Scale when they're ready.
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