Analytics & Reporting

Analytics for every
decision

Ask questions, build reports, export to Excel, or bring it all into Claude. Run analyses without worrying about the data.

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Associate AI

Ask anything about your portfolio

Pull metrics, benchmark companies, generate tearsheets, visualizations, build quarterly summaries, all from one conversation.

Reports

Build reports at every level of the portfolio

From company tearsheets to fund-wide summaries, built on live portfolio data, ready to present.

Excel Plugin

Plug live data into your Excel models

Replace hard values with formulas auto-update your sheets with latest, accurate data.

PortfolioIQ MCP

Take your workflow to Claude
Export portfolio reports for LPs.

PortfolioIQ MCP delivers clean, standardized data to Claude or ChatGPT, so your work there runs on accurate data.