New
Introducing PortfolioIQ Essentials
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.
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
Leading funds are saving 500+ hours per year
8B+ AUM multi-strategy fund
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
Benefits
Seamless data collection
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
For VCs looking to automate portfolio data collection
For VCs looking to automate portfolio data collection
Essentials
New launch
Ridiculously Easy way to automate and centralize your portfolio data collection — no cost to start.
Free
(track upto 5 portfolio companies)
+$99
/Year per additional company
Automated, founder-friendly data requests
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
100% accurate data extraction from documents
Excel Plug-in, APIs, Custom Integrations
Essentials
New launch
Ridiculously Easy way to automate and centralize your portfolio data collection — no cost to start.
Free
(track upto 5 portfolio companies)
+$99
/Year per additional company
Automated, founder-friendly data requests
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
100% accurate data extraction from documents
Excel Plug-in, APIs, Custom Integrations
Essentials
New launch
Ridiculously Easy way to automate and centralize your portfolio data collection — no cost to start.
Free
(track upto 5 portfolio companies)
+$99
/Year per additional company
Automated, founder-friendly data requests
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
100% accurate data extraction from documents
Excel Plug-in, APIs, Custom Integrations
Enterprise
Bloomberg Terminal for in-depth tracking & analytics across every data point & document.
Contact sales
Everything in Essentials
100% accurate, human-verified data extraction
Advanced analytics & Custom reporting
Access to Custom Integrations, Excel Plug-in & APIs
Dedicated support, Custom SLAs, Migration services
Enterprise
Bloomberg Terminal for in-depth tracking & analytics across every data point & document.
Contact sales
Everything in Essentials
100% accurate, human-verified data extraction
Advanced analytics & Custom reporting
Access to Custom Integrations, Excel Plug-in & APIs
Dedicated support, Custom SLAs, Migration services
Enterprise
Bloomberg Terminal for in-depth tracking & analytics across every data point & document.
Contact sales
Everything in Essentials
100% accurate, human-verified data extraction
Advanced analytics & Custom reporting
Access to Custom Integrations, Excel Plug-in & APIs
Dedicated support, Custom SLAs, Migration services
Put your data collection on cruise control
Put your data collection on cruise control
Put your data collection on cruise control
Start today. No card required.