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 •