Move years of portfolio data. In weeks.
Seamless data migration with zero downtime.
Every historical metric mapped to source document.
Zero downtime · Fully managed
PROCESS
How migration works
Hand us your data. We handle the rest.
STEP 1
Send us whatever you have.
Board decks, GL exports, cap tables, platform exports. No cleanup or reformatting needed.
STEP 2
We cross-examine your data.
Every figure is ingested and checked directly against the original source document.
STEP 3
Access your data on PortfolioIQ.
Clean, source-mapped numbers are available to view & analyze on PortfolioIQ.
Zero Downtime
Your current system stays live while we work. You only switch over once the rebuilt history is reviewed and approved.
The PortfolioIQ team not only ingested 10+ years of historical data, they also fixed misses and applied our recent convention changes all across. We now have 10+ years of comparable data.
VP Finance
$4B+ AUM VC
OUTCOME
What you get
Standardized Schema
We apply your current conventions, definitions and metric names to all your historical data.
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, comparable and reliable timeline.
"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 that didn't exist previously."
Head of Data
$5B+ AUM VC
EFFORT
What we need from you
Not much.
Grant access to your documents and current platform.
Confirm your reporting conventions.
Review anything genuinely ambiguous.
Sign off on the final dataset.