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.

30-day free trial. No cards required.

30-day free trial. No cards required.