We leave your data better than we found it.
Seamless data migration with zero downtime.
Every metric verified against source before it moves over.
Zero downtime · No upfront cleanup
How migration works?
Hand us access. We handle the rest.
STEP 1
Send us whatever you have.
Board decks, GL exports, cap tables, or raw platform dumps. No upfront cleanup or reformatting.
STEP 2
We cross-examine your data.
Every figure is checked directly against the original source document it came from, not just carried over.
STEP 3
Trace any number to its source.
Click any figure in PortfolioIQ to highlight the exact deck, page, or line item it was pulled from.
Either path lands in the same reconciled dataset.
Zero downtime transition
Your current system stays live while we work. You only switch over once the rebuilt history is reviewed and approved.
Why this makes your data better?
Standard imports carry old errors forward. We reconcile your data against the source to deliver three things they can’t.
Standardized Schema
Aligns renamed metrics across different funds and years into one consistent reporting language.
Backfilled Blanks
Recovers missing data points directly from original source files where your old platform left empty cells.
Unbroken Time Series
Stitches fragmented reporting periods into a continuous, reliable timeline.
“The PortfolioIQ team not only ingested 10+ years of historical data, they also fixed misses and applied our recent convention changes across the historical data. We now have 10+ years of comparable data across our portfolio.”
Investor
"PortfolioIQ made all our data auditable. Every number is mapped to source and every change is logged and tracked. This gives us a level of transparency and trust in our data that didn't exist previously."
Head of Data
What your team actually does?
Not much.
Grant access to your documents and current platform.
Confirm your reporting conventions.
Review anything genuinely ambiguous.
Sign off on the final dataset.