The Portfolio Data
Terminal that
Finance Teams
Investment Teams
Finance Teams
Data Teams
Use for
Reporting
Benchmarking
Valuations
Querying
The Portfolio Data
Terminal that
Finance Teams
Investment Teams
Finance Teams
Data Teams
Use for
Reporting
Benchmarking
Valuations
Querying
The Portfolio Data Terminal that
Finance Teams use for Reporting
Investment Teams use for Benchmarking
Finance Teams use for Valuations
Data Teams use for Querying
The Portfolio Data Terminal that
Finance Teams use for Reporting
Investment Teams use for Benchmarking
Finance Teams use for Valuations
Data Teams use for Querying
The Portfolio Data Terminal that
Finance Teams use for Reporting
Investment Teams use for Benchmarking
Finance Teams use for Valuations
Data Teams use for Querying
PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy.
No credit card
30 day free trial
See how leading funds are saving 500+ hours per year
8B+ AUM multi-strategy VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
See how leading funds are saving 500+ hours per year
8B+ AUM multi-strategy VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
15B+ AUM multi-stage VC
25B+ AUM multi-stage VC
See how leading funds are saving 500+ hours per year
How it works
Scattered portfolio data to structured insights
Scattered portfolio data to structured insights
Centralized Collection
Automate collection requests or upload your documents directly.
AI extraction, Human verified
Our proprietary AI extracts data with 100% accuracy, verified by financial analysts
Standardized data & Insights
Single source of truth with standardized metrics, powerful benchmarking, and analytics
Benefits
Spend time Analyzing data, not Organizing it
Spend time Analyzing data, not Organizing it
Effective collection, no overhead
Set up automated data requests from PortCos
Get metrics from Docs and Forms, zero duplication
Dashboard to track request status and data gaps
Effective collection, no overhead
Set up automated data requests from PortCos
Get metrics from Docs and Forms, zero duplication
Dashboard to track request status and data gaps
Effective collection, no overhead
Set up automated data requests from PortCos
Get metrics from Docs and Forms, zero duplication
Dashboard to track request status and data gaps
Zero manual work
No more copy-pasting from Docs to spreadsheets
100% accurate data extraction, no checks required
Automated alerts when key metrics change
Zero manual work
No more copy-pasting from Docs to spreadsheets
100% accurate data extraction, no checks required
Automated alerts when key metrics change
Zero manual work
No more copy-pasting from Docs to spreadsheets
100% accurate data extraction, no checks required
Automated alerts when key metrics change
Track everything that matters
Capture any and every PortCo metric
Track Actuals as well as Estimates
Audit trails to track re-statements and metric history
Track everything that matters
Capture any and every PortCo metric
Track Actuals as well as Estimates
Audit trails to track re-statements and metric history
Track everything that matters
Capture any and every PortCo metric
Track Actuals as well as Estimates
Audit trails to track re-statements and metric history
Generate insights, not spreadsheets
Standardization across metric name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
Generate insights, not spreadsheets
Standardization across metric name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
Generate insights, not spreadsheets
Standardization across metric name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
Data flow
Level up your portfolio data, without disrupting your processes
Level up your portfolio data, without disrupting your processes
Level up your portfolio data, without disrupting your processes
Testimonials
Testimonials
Testimonials
Don't just take our word for it. Hear from customers.
Don't just take our word for it. Hear from customers.
Don't just take our word for it. Hear from customers.
95%
lower TAT on portfolio analyses
"All our PortCo data comes through the PortfolioIQ extraction and it’s not just accurate, it also captures nuances like change in reporting periods really well …my TAT on portfolio analysis has moved from days to minutes.”
Head of Ops
$5B+ AUM VC
I used to spend 3 weeks per quarter chasing portfolio data. Now it's waiting for me when I log in.
Head of Portfolio Ops
$10B+ AUM VC
5+
lower TAT on portfolio analyses
"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."
Head of Data
$10B+ AUM Secondaries Manager
5+
lower TAT on portfolio analyses
"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."
Head of Data
$10B+ AUM Secondaries Manager
95%
lower TAT on portfolio analyses
"All our PortCo data comes through the PortfolioIQ extraction and it’s not just accurate, it also captures nuances like change in reporting periods really well …my TAT on portfolio analysis has moved from days to minutes.”
Head of Ops
$5B+ AUM VC
“The accuracy was good, really good. Like, we felt like the work that the Synaptic team did was on par with the work that we did [manually], which is great.
Head of Ops
$5B+ AUM VC
5+
lower TAT on portfolio analyses
"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."
Head of Data
$10B+ AUM Secondaries Manager
95%
lower TAT on portfolio analyses
"All our PortCo data comes through the PortfolioIQ extraction and it’s not just accurate, it also captures nuances like change in reporting periods really well …my TAT on portfolio analysis has moved from days to minutes.”
Head of Ops
$5B+ AUM VC
“The accuracy was good, really good. Like, we felt like the work that the Synaptic team did was on par with the work that we did [manually], which is great.
Head of Ops
$5B+ AUM VC
Security
Security
Scale securely.
Don't worry, your portfolio data is safe with us. PortfolioIQ is 100% secure.
Scale securely.
Don't worry, your portfolio data is safe with us. PortfolioIQ is 100% secure.
SECRUITY BY
SPRINTO
SOC2
SECRUITY BY
SPRINTO
GDPR
Security
Scale securely.
Don't worry, your portfolio data is safe with us. PortfolioIQ is 100% secure.
SECRUITY BY
SPRINTO
SOC2
SECRUITY BY
SPRINTO
GDPR
100% Accurate • PortCo Data • Standardised Metrics • Single Pane • AI Powered • 100% Accurate • PortCo Data • Standardised Metrics • Single Pane • AI Powered • 100% Accurate • PortCo Data • Standardised Metrics • Single Pane • AI Powered