Product Updates

Building the
VC Operating System

Building the
VC Operating System

Building the
VC Operating System

Shipping pieces of the puzzle every week

January

Mon

Tue

Wed

Thurs

Fri

Sat

Sun

February

March

April

New features and improvements over time

Major Releases

Improvements

Major release

Associate AI: All your questions, Answered in seconds

Associate AI: All your questions, Answered in seconds

Ask questions, run comparisons, and generate visualizations & reports - all inside Associate AI.

Ask questions, run comparisons, and generate visualizations & reports - all inside Associate AI.

Associate AI
Security Conversions

Improvement

Conversions: Record Security Conversions

Conversions: Record Security Conversions

SAFEs to Preferred, Preferred to Common, with automatic cost basis transfer.

Security Conversions

Major release

Qualitative Insights: The story behind the numbers

Qualitative Insights: The story behind the numbers

Upload a board deck and get structured intelligence, categorized, sentiment-tagged, and traceable to the source.

Cap tables

Improvement

Cap Tables: Full ownership, fully structured

Cap Tables: Full ownership, fully structured

Upload cap tables and track fully diluted ownership across your portfolio.

Derived Metrics

Improvement

Derived Metrics Update: Compute the metrics you need

Derived Metrics Update: Compute the metrics you need

Define custom metrics using simple formulas. Computed automatically, across your entire portfolio.

PortfolioIQ MCP

Major release

PortfolioIQ Claude Connector: Bring clean data, where you think

PortfolioIQ Claude Connector: Bring clean data, where you think

Connect your portfolio data to Claude and query it through conversation.