New
Introducing PortfolioIQ Essentials
New
Introducing PortfolioIQ Essentials
Collect data,
while you sleep
Collect data,
while you sleep
Collect data,
while you sleep
Get portfolio data on time, audit-ready, and hassle-free. Without the endless back-and-forth.
Get portfolio data on time, audit-ready, and hassle-free. Without the endless back-and-forth.
Get portfolio data on time, audit-ready, and hassle-free. Without the endless back-and-forth.
No credit card
30 day free trial
Trusted by
Trusted by
Trusted by
8B+ AUM multi-strategy fund
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
BENEFITS
BENEFITS
Seamless Data Collection
Seamless Data Collection
BENEFITS
Seamless Data Collection
Automated Data Requests
Create fully-customizable data requests
Schedule monthly, quarterly, yearly or one-offs
Provide clean founder-friendly portals for PortCos to add data
Automated Data Requests
Create fully-customizable data requests
Schedule monthly, quarterly, yearly or one-offs
Provide clean founder-friendly portals for PortCos to add data
Automated Data Requests
Create fully-customizable data requests
Schedule monthly, quarterly, yearly or one-offs
Provide clean founder-friendly portals for PortCos to add data
Centralized Tracking
Track status of every request on a central dashboard
Send automated reminders and nudges, to improve fill rates
View source and Audit trails for every metric and document
Centralized Tracking
Track status of every request on a central dashboard
Send automated reminders and nudges, to improve fill rates
View source and Audit trails for every metric and document
Centralized Tracking
Track status of every request on a central dashboard
Send automated reminders and nudges, to improve fill rates
View source and Audit trails for every metric and document
Portfolio Analytics
Company-level and portfolio-level dashboards
Create derived metrics with custom formulas
Benchmark metrics across companies
Portfolio Analytics
Company-level and portfolio-level dashboards
Create derived metrics with custom formulas
Benchmark metrics across companies
Portfolio Analytics
Company-level and portfolio-level dashboards
Create derived metrics with custom formulas
Benchmark metrics across companies
ESSENTIALS PLAN
ESSENTIALS PLAN
ESSENTIALS PLAN
For VCs looking to automate portfolio data collection
For VCs looking to automate portfolio data collection
For VCs looking to automate portfolio data collection
Essentials
Essentials
Essentials
New Launch
New Launch
New Launch
Ridiculously Easy way to automate and centralize your portfolio data collection
Ridiculously Easy way to automate and centralize your portfolio data collection
$99
$99
/ PortCo / Year
Automated, Founder-friendly data requests
Automated, Founder-friendly data requests
Single source of truth for portfolio data and docs
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
PortCo performance tracking and analytics
Unlimited access for first 30 days.
$500/ year worth of free usage, thereafter.
Unlimited access for first 30 days.
$500/ year worth of free usage, thereafter.
Enterprise
Enterprise
Enterprise
Bloomberg Terminal for in-depth tracking & analytics across every data point & document
Bloomberg Terminal for in-depth tracking & analytics across every data point & document
Custom Pricing
Custom Pricing
Automated, Founder-friendly data requests
Automated, Founder-friendly data requests
Single source of truth for portfolio data and docs
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
PortCo performance tracking and analytics
100% accurate data extraction from documents
100% accurate data extraction from documents
Excel Plug-in, APIs, Custom Integrations
Excel Plug-in, APIs, Custom Integrations
Unlimited access for first 90 days.
$500/ year worth of free usage, thereafter.
Put your Data Collection
on Cruise Control
Put your Data Collection
on Cruise Control
Put your Data Collection
on Cruise Control
30-day free trial. No cards required.