hero-image

The Portfolio Data Terminal that

Finance Teams

Investment Teams

Finance Teams

Data Teams

use for

Reporting

Benchmarking

Valuations

Querying

PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy.

or

See how leading funds are saving 500+ hours per year

hero-image

hero-image

hero-image

HOW IT WORKS

Scattered portfolio data to Structured insights

Centralized collection

Automate data requests or upload your documents directly

100% accurate extraction

Our proprietary AI extracts data which is then verified by financial analysts

Standardized Data & Insights

Single source of truth with powerful analytics and benchmarking

BENEFITS

Spend time Analyzing data, not Organizing It

Effective collection, no overhead

Set up automated data requests from PortCos

Get metrics from Docs and Forms, zero duplication

Dashboard to track request status and data gaps

Zero manual work

No more copy-pasting from Docs to spreadsheets

100% accurate data extraction, no checks required

Automated alerts when key metrics change

Track everything that matters

Capture any and every PortCo metric

Track Actuals as well as Estimates

Audit trails to track re-statements and metric history

Generate insights, not spreadsheets

Standardization across metric names, time periods etc.

Create Derived metrics across your Portfolio

Benchmark effectively with time-shifts

...and so much more!

Source Mapping

Custom Views

Doc Management

Alerts

Derived Metrics

Data Enrichment

Excel Plug-in

Tear Sheets

DATA FLOW

Enhance portfolio data, without disrupting processes

asd

asd

“All our PortCo data comes through the PortfolioIQ extraction and it’s not just accurate, it also captures nuances like change in reporting periods really well …my TAT on portfolio analysis has moved from days to minutes.”

— Head of Ops

$5B+ AUM VC

testimonial

testimonial