AI for Portfolio Ops,
Done Right.
Secure by design. Human oversight where it matters. 100% accuracy and full auditability.
Leading funds are saving 500+ hours per year
8B+ AUM multi-strategy fund
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
8B+ AUM multi-strategy fund
Leading funds are saving 500+ hours per year
In Action
Add a super-associate to your team
Add a super-associate
to your team
Associate AI drafts accurate answers, analyses and reports in minutes.
Board Prep
"Generate a tearsheet for Acme Co ahead of Thursday's board meeting."
Portfolio Analysis
"Which of my portfolio companies and burning cash unreasonably?"
Fund Review
"What's our net TVPI across Fund II, and which companies are driving it?"
Board Prep
"Generate a tearsheet for SecuraX ahead of Thursday's board meeting."
Portfolio Analysis
"Which of my portfolio companies are burning cash unreasonably?"
LP Letter
"Write quarterly summaries for my portfolio companies for our LP letter"
Board Prep
"Generate a tearsheet for SecuraX ahead of Thursday's board meeting."
Portfolio Analysis
"Which of my portfolio companies are burning cash unreasonably?"
LP Letter
"Write quarterly summaries for my portfolio companies for our LP letter"
How it works
Raw data is not ready for AI
Raw data is
not ready for AI
Ops teams spend 80% of their time prepping data. PortfolioIQ automates it.
Collection
Automate information requests and reminders. Track everything from a single dashboard.
Extraction
Extract data from decks, emails, PDFs, spreadsheets with 100% accuracy and source mapping.
Standardization
Standardize metric names & definitions, normalize time periods and reconcile across sources.
Human oversight
Human oversight
Human oversight
Our team of qualified Financial Analysts verifies every number and handles every edge case
Our team of qualified Financial Analysts verifies every number and handles every edge case
Our team of qualified Financial Analysts verifies every number and handles every edge case
Differentiators
Fund-level oversight,
Company-level insight
Company Intelligence Hub
See the full picture for every company
Investment performance, ownership, valuation history, documents, and notes, all brought together in one view.
Company Intelligence Hub
See the full picture
for every company
Investment performance, ownership, valuation history, documents, and notes, all brought together in one view.
Data Collection
Collect data without the back & forth
Create structured data requests in minutes and send them on your cadence, with automated follow-ups and tracking.
Data Collection
Collect data without the back & forth
Create structured data requests in minutes and send them on your cadence, with automated follow-ups and tracking.
Data Extraction
Extract data accurately from any document
Data from emails, decks, PDFs, and spreadsheets, automatically extracted and standardized for decision-making.
Data Extraction
Extract data accurately from any document
Data from emails, decks, PDFs, and spreadsheets, automatically extracted and standardized for analysis.
Qualitative Insights
See the story behind the numbers
See key themes and summaries from your documents, link commentary to reported data, and spot what changed.
Qualitative Insights
See the story
behind the numbers
See key themes and summaries from your documents, link commentary to reported data, and spot what changed.
Analytics & Reporting
Analyze Anywhere.
Ask questions with Associate AI, take your workflow into Claude, or plug live data directly into your Excel models.
Analytics & Reporting
Analyze Anywhere
Ask questions with Associate AI, take your workflow into Claude, or plug live data directly into your Excel models.
Data flow
PortfolioIQ bridges the gap between messy data and powerful analysis
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
VC Fund
$5B+ AUM
"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
Customer since 2024
$10B+ AUM
Growth Equity Fund
"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
Customer since 2023
10+
hours saved every week
5+
sessions per day
$10B+ AUM
Secondaries Manager
"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
Customer since 2024
95%
lower TAT on portfolio analyses
VC Fund
$5B+ AUM
"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
Customer since 2024
$10B+ AUM
Growth Equity Fund
"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
Customer since 2023
10+
hours saved every week
5+
sessions per day
$10B+ AUM
Secondaries Manager
"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
Customer since 2024
Enterprise
Enterprise
Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.
Enterprise
Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.