The Portfolio Data
Terminal for
Private Investors
The Portfolio Data
Terminal for
Private Investors
The Portfolio Data Terminal
for Private Investors
The Portfolio Data Terminal
for Private Investors
The Portfolio Data Terminal
for Private Investors
PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy.
Leading funds are saving 500+ hours per year
8B+ AUM multi-strategy VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
Leading funds are saving 500+ hours per year
8B+ AUM multi-strategy VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
Leading funds are saving 500+ hours per year
How it works
Scattered portfolio data to structured insights
Scattered portfolio data to structured insights
Centralized Collection
Automate collection requests or upload your documents directly.
AI extraction, Human verified
Our proprietary AI extracts data with 100% accuracy, verified by financial analysts
Standardized data & Insights
Single source of truth with standardized metrics, powerful benchmarking, and analytics
Benefits
Spend time analyzing data, not organizing it
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
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
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
Zero manual work
No more copy-pasting from Docs to spreadsheets
100% accurate data extraction, no checks required
Automated alerts when key metrics change
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
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
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 name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
Generate insights, not spreadsheets
Standardization across metric name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
Generate insights, not spreadsheets
Standardization across metric name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
Data flow
Level up your portfolio data, without disrupting your processes
Level up your portfolio data, without disrupting your processes
Level up your portfolio data, without disrupting your processes
Customer Stories
Customer Stories
Customer Stories
Don't just take our word for it. Hear from our customers.
Don't just take our word for it. Hear from our customers.
Don't just take our word for it. Hear from our customers.
95%
lower TAT on portfolio analyses
"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
"All our board decks are ingested through PortfolioIQ. We benchmark metrics across PortCos as well as inbound deals using the database - it enables us to decision faster and with more powerful data."
Investor
$10B+ AUM Growth Equity Fund
5+
lower TAT on portfolio analyses
"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."
Head of Data
$10B+ AUM Secondaries Manager
5+
lower TAT on portfolio analyses
"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."
Head of Data
$10B+ AUM Secondaries Manager
95%
lower TAT on portfolio analyses
"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
"All our board decks are ingested through PortfolioIQ. We benchmark metrics across PortCos as well as inbound deals using the database - it enables us to decision faster and with more powerful data."
Investor
$10B+ AUM Growth Equity Fund
5+
lower TAT on portfolio analyses
"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."
Head of Data
$10B+ AUM Secondaries Manager
95%
lower TAT on portfolio analyses
"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
"All our board decks are ingested through PortfolioIQ. We benchmark metrics across PortCos as well as inbound deals using the database - it enables us to decision faster and with more powerful data."
Investor
$10B+ AUM Growth Equity Fund
Enterprise
Enterprise
Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.
Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.
SECRUITY BY
SPRINTO
SOC2
SECRUITY BY
SPRINTO
GDPR
Enterprise
Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.
SECRUITY BY
SPRINTO
SOC2
SECRUITY BY
SPRINTO
GDPR
Hyper-Automation • AI-Powered • Single Source of Truth • Founder Friendly • 100% Accuracy • Enterprise-tier Security • Hyper-Automation • AI-Powered • Single Source of Truth • Founder Friendly • 100% Accuracy • Enterprise-tier Security •